Icon Wealth Advisors, LLC's ownership history for IWD

Icon Wealth Advisors, LLC currently holds 17.3K shares with a market value of $3.9M. It started holding IWD on 2024-09-30. At its peak, it held 19.0K shares on 2025-12-31. Its highest holding value was $5.3M on 2024-09-30. At its lowest, it held 10.3K shares on 2024-09-30, with a value of $2.6M on 2024-12-31. In the recent 180 days, Icon Wealth Advisors, LLC has decreased its shares by 98. In the recent year, Icon Wealth Advisors, LLC has increased its shares by 301.