Icon Wealth Advisors, LLC's ownership history for IYW

Icon Wealth Advisors, LLC currently holds 32.2K shares with a market value of $6.3M. It started holding IYW on 2024-09-30. At its peak, it held 108.6K shares on 2025-03-31. Its highest holding value was $18.3M on 2025-06-30. At its lowest, it held 4.0K shares on 2024-09-30, with a value of $323.2K on 2024-09-30. In the recent 180 days, Icon Wealth Advisors, LLC has decreased its shares by 76.5K. In the recent year, Icon Wealth Advisors, LLC has increased its shares by 28.1K.