Icoreconnect Inc.

13F holders, Q1 2024 (March 31)
18holders
$1.22avg. 13F price*

At the end of Q1 2024, 18 institutions reported holding Icoreconnect Inc. in their 13F filings. The largest holders were Destiny Wealth Partners, LLC ($124K), Vanguard Group Inc. ($82K) and Geode Capital Management, LLC ($74K).

Company
Icoreconnect Inc.
CUSIP
450958103
Latest filing quarter
Q4 2024

History

Number of 13F holders

05101520 Q1 2024: 18Q1 2024Q2 2024: 20Q2 2024Q3 2024: 20Q3 2024Q4 2024: 1Q4 2024

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions3$82K
Exits3$62K

Ownership 18 holders

Destiny Wealth Partners, LLC 0.02% No change 101,675 $124K
Vanguard Group Inc. 0.00% New 66,877 $82K
Geode Capital Management, LLC 0.00% Add +15.4% 60,278 $74K
Sapient Capital LLC 0.00% No change 31,256 $38K
Mariner, LLC 0.00% No change 23,826 $29K
Virtu Financial LLC 0.00% Reduce -6.6% 18,725 $23K
Morgan Stanley 0.00% Add +318000.0% 15,905 $19K
Commonwealth Equity Services, LLC 0.00% Add +31.4% 15,334 $19K
Tower Research Capital LLC (TRC) 0.00% Add +11.3% 5,187 $6K
Qube Research & Technologies Ltd 0.00% No change 1,600 $2K
Osaic Holdings, Inc. 0.00% Reduce -23.4% 1,225 $1K
FMR LLC 0.00% New 510 $622
UBS Group AG 0.00% Add +36200.0% 363 $443
NewEdge Advisors, LLC 0.00% No change 200 $244
Wells Fargo & Company 0.00% Add +5.2% 61 $74
Arax Advisory Partners 0.00% No change 16 $20
IFP Advisors, Inc 0.00% No change 16 $20
CoreCap Advisors, LLC 0.00% New 1 $1

"% of holder's portfolio" is ICORECONNECT INC's weight in each manager's 13F, not the share of Icoreconnect Inc. the manager owns.