Icoreconnect Inc.
13F holders, Q2 2024 (June 30)20holders +2
7new positions
5sold out
1famous investor
$0.93avg. 13F price*
At the end of Q2 2024, 20 institutions reported holding Icoreconnect Inc. in their 13F filings, up 2 from Q1 2024. 7 opened new positions and 5 sold out. The largest holders were Destiny Wealth Partners, LLC ($94K), Vanguard Group Inc. ($62K) and Geode Capital Management, LLC ($56K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Icoreconnect Inc.
- CUSIP
- 450958103
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $74K |
| Exits | 5 | $26K |
All 13F filers, Q1 2024 → Q2 2024: 86,324 shares bought and 20,897 shares sold, net +65,427 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Destiny Wealth Partners, LLC | 0.02% | No change | 101,675 | $94K |
| Vanguard Group Inc. | 0.00% | No change | 66,877 | $62K |
| Geode Capital Management, LLC | 0.00% | No change | 60,278 | $56K |
| Suncoast Equity Management | 0.00% | New | 34,476 | $32K |
| Sapient Capital LLC | 0.00% | No change | 31,256 | $29K |
| Mariner, LLC | 0.00% | No change | 23,826 | $22K |
| Morgan Stanley | 0.00% | No change | 15,905 | $15K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 15,334 | $14K |
| Susquehanna International Group, LLP | 0.00% | New | 11,953 | $11K |
| Citadel Advisors | 0.00% | New | 10,772 | $10K |
| Choreo, LLC | 0.00% | New | 10,970 | $9K |
| Certified Advisory Corp | 0.00% | New | 10,000 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +48.6% | 7,707 | $7K |
| UBS Group AG | 0.00% | Add +954.5% | 3,828 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,095 | $2K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,225 | $1K |
| NewEdge Advisors, LLC | 0.00% | No change | 200 | $186 |
| Bank of America Corp. | 0.00% | New | 73 | $68 |
| Arax Advisory Partners | 0.00% | No change | 16 | $15 |
| IFP Advisors, Inc | 0.00% | No change | 16 | $15 |
"% of holder's portfolio" is ICORECONNECT INC's weight in each manager's 13F, not the share of Icoreconnect Inc. the manager owns.