Icon Wealth Advisors, LLC's ownership history for IEF


Icon Wealth Advisors, LLC currently holds 7.0K shares with a market value of $671.1K. It started holding IEF on 2024-09-30. At its peak, it held 14.3K shares on 2025-09-30. Its highest holding value was $1.4M on 2025-09-30. At its lowest, it held 3.0K shares on 2024-09-30, with a value of $598.5K on 2024-09-30. In the recent 180 days, Icon Wealth Advisors, LLC has decreased its shares by 787. In the recent year, Icon Wealth Advisors, LLC has decreased its shares by 601.


Icon Wealth Advisors, LLC's ownership history for IEF