Icon Wealth Advisors, LLC's ownership history for IVW

Icon Wealth Advisors, LLC currently holds 492.9K shares with a market value of $63.5M. It started holding IVW on 2024-09-30. At its peak, it held 492.9K shares on 2026-03-31. Its highest holding value was $63.5M on 2026-03-31. 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 increased its shares by 76.7K. In the recent year, Icon Wealth Advisors, LLC has increased its shares by 69.0K.