Icon Wealth Advisors, LLC's ownership history for IVW

Icon Wealth Advisors, LLC currently holds 416.2K shares with a market value of $50.2M. It started holding IVW on 2024-09-30. At its peak, it held 423.9K shares on 2025-03-31. Its highest holding value was $50.2M on 2025-09-30. At its lowest, it held 3.2K shares on 2024-09-30, with a value of $736.1K on 2024-09-30. In the recent 180 days, Icon Wealth Advisors, LLC has decreased its shares by 7.7K. In the recent year, Icon Wealth Advisors, LLC has increased its shares by 413.1K.