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

Kfg Wealth Management, LLC

  • $472 Million
  • Q3 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 11,613 shares of ICVT stock, worth $1.14 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
11,613
Previous 17,906 35.14%
Holding current value
$1.14 Million
Previous $1.61 Million 28.02%
% of portfolio
0.25%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
393
Shares Held
18.4M
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
Track This Portfolio

Track Kfg Wealth Management, LLC Portfolio

Follow Kfg Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfg Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email