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Ishares Tr cmn shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 66k 23.45
2024-03-31 $1.6M 70k 22.77
2023-12-31 $1.4M 59k 23.04
2022-12-31 $5.7M 253k 22.72
2022-09-30 $18M 779k 22.76

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Microsoft Corp Stock (MSFT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Apple Stock (AAPL)
Ishares National Muni Bond Etf Etf (MUB)
Amazon Stock (AMZN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

Top funds holding Ishares Tr cmn

Bank of America Corporation
LPL Financial
Envestnet Asset Management
Branch Banking & Trust Company
Pnc Financial Services
Hanson McClain Advisors
Morgan Stanley
Assetmark
BlackRock
Charles Schwab Investment Management
BlackRock
Fund Evaluation Group
Jpmorgan Chase & Co
Mutual Advisors
Peavine Capital Management

View all funds holding Ishares Tr cmn