Blue Stem Wealth Partners, LLC Ishares Tr Convertible Bond Et Transaction History

Blue Stem Wealth Partners, LLC

$873 Billion
Q3 2025

A detailed history of Blue Stem Wealth Partners, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 137,357 shares of ICVT stock, worth $13.5 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares

137,357

Previous 123,186 11.5%

Holding current value

$13.5 Million

Previous $11.1 Billion 23.82%

% of portfolio

1.57%

Previous 1.36%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$89.29 - $100.17 $1.27 Million - $1.42 Million	14,171 Added 11.5%	137,357 $13.7 Billion
Q2 2025 Aug 12, 2025	SELL	$78.98 - $90.1 $5.95 Million - $6.79 Million	-75,330 Reduced 37.95%	123,186 $11.1 Billion
Q1 2025 May 07, 2025	BUY	$83.18 - $89.27 $13.8 Million - $14.8 Million	165,825 Added 507.25%	198,516 $16.6 Billion
Q4 2024 Feb 05, 2025	BUY	$83.09 - $89.28 $2.72 Million - $2.92 Million	32,691 New	32,691 $2.78 Billion

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

Ticker ICVT
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Blue Stem Wealth Partners, LLC Ishares Tr Convertible Bond Et Transaction History