Icon Wealth Advisors, LLC's ownership history for IVW

Icon Wealth Advisors, LLC currently holds 432.4K shares with a market value of $53.3M. It started holding IVW on 2024-09-30. At its peak, it held 432.4K shares on 2025-12-31. Its highest holding value was $53.3M on 2025-12-31. 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 8.9K. In the recent year, Icon Wealth Advisors, LLC has increased its shares by 44.5K.