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S&p Global shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 3.5k 516.62
2024-03-31 $700k 1.6k 425.46
2023-12-31 $140k 317 440.56
2022-12-31 $520k 1.6k 334.95
2022-09-30 $469k 1.5k 305.54

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Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Microsoft Corp Stock (MSFT)
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Ishares Msci Eafe Growth Etf Etf (EFG)
Apple Stock (AAPL)
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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 S&p Global

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Edgewood Management
Invesco
Northern Trust
Goldman Sachs Group
Wells Fargo & Company
T. Rowe Price Associates
Parnassus Investments

View all funds holding S&p Global