Kfg Wealth Management, LLC Ishares Tr Convertible Bond Et Transaction History

Kfg Wealth Management, LLC

  • $454 Million
  • Q4 2025

A detailed history of Kfg Wealth Management, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 4,512 shares of ICVT stock, worth $442,627. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,512
Previous 11,613 61.15%
Holding current value
$442,627
Previous $1.16 Million 61.93%
% of portfolio
0.1%
Previous 0.25%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
$98.1 - $103.73 $696,608 - $736,586
-7,101 Reduced 61.15%
4,512 $442,000
Q3 2025

Oct 07, 2025
SELL
$89.29 - $100.17 $561,901 - $630,369
-6,293 Reduced 35.14%
11,613 $1.16 Million
Q2 2025

Jul 14, 2025
SELL
$78.98 - $90.1 $357,858 - $408,243
-4,531 Reduced 20.19%
17,906 $1.61 Million
Q1 2025

Apr 11, 2025
SELL
$83.18 - $89.27 $757,021 - $812,446
-9,101 Reduced 28.86%
22,437 $1.88 Million
Q4 2024

Jan 21, 2025
BUY
$83.09 - $89.28 $2.62 Million - $2.82 Million
31,538 New
31,538 $2.68 Million

Others Institutions Holding ICVT

# of Institutions
394
Shares Held
18.3M
Call Options Held
4.3K
Put Options Held
3.7K
View Full List

About ISHARES TR CONVERTIBLE BOND ET

ICVT Quotes by TradingView
  • Ticker ICVT
  • Sector ETFs
  • Industry ETFs
More about ICVT
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