Icoreconnect Inc.
13F holders, Q3 2024 (September 30)20holders
1new positions
2sold out
$0.35avg. 13F price*
At the end of Q3 2024, 20 institutions reported holding Icoreconnect Inc. in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 2 sold out. The largest holders were Everstar Asset Management, LLC ($62K), Destiny Wealth Partners, LLC ($36K) and Vanguard Group Inc. ($23K).
- Company
- Icoreconnect Inc.
- CUSIP
- 450958103
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4K |
| Exits | 2 | $21K |
All 13F filers, Q2 2024 → Q3 2024: 11,451 shares bought and 31,569 shares sold, net −20,118 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Everstar Asset Management, LLC | 0.04% | — | 176,538 | $62K |
| Destiny Wealth Partners, LLC | 0.01% | No change | 101,675 | $36K |
| Vanguard Group Inc. | 0.00% | No change | 66,877 | $23K |
| Geode Capital Management, LLC | 0.00% | Reduce -10.2% | 54,122 | $19K |
| Suncoast Equity Management | 0.00% | No change | 34,476 | $12K |
| Sapient Capital LLC | 0.00% | No change | 31,256 | $11K |
| Mariner, LLC | 0.00% | No change | 23,826 | $8K |
| Morgan Stanley | 0.00% | No change | 15,905 | $6K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 15,334 | $5K |
| Two Sigma Securities, LLC | 0.00% | New | 11,449 | $4K |
| Choreo, LLC | 0.00% | No change | 10,970 | $4K |
| Certified Advisory Corp | 0.00% | No change | 10,000 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -0.3% | 7,686 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,095 | $733 |
| Osaic Holdings, Inc. | 0.00% | No change | 1,225 | $428 |
| UBS Group AG | 0.00% | Reduce -69.7% | 1,161 | $406 |
| NewEdge Advisors, LLC | 0.00% | No change | 200 | $70 |
| Bank of America Corp. | 0.00% | Add +2.7% | 75 | $27 |
| Arax Advisory Partners | 0.00% | No change | 16 | $6 |
| IFP Advisors, Inc | 0.00% | No change | 16 | $6 |
"% of holder's portfolio" is ICORECONNECT INC's weight in each manager's 13F, not the share of Icoreconnect Inc. the manager owns.