Arete Wealth Advisors, LLC Ishares Tr Convertible Bond Et Transaction History

Arete Wealth Advisors, LLC

  • $1.6 Billion
  • Q3 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 10,497 shares of ICVT stock, worth $1.03 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,497
Previous 2,450 328.45%
Holding current value
$1.03 Million
Previous $221,000 375.57%
% of portfolio
0.07%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$89.29 - $100.17 $718,516 - $806,067
8,047 Added 328.45%
10,497 $1.05 Million
Q2 2025

Aug 14, 2025
SELL
$78.98 - $90.1 $95,486 - $108,930
-1,209 Reduced 33.04%
2,450 $221,000
Q1 2025

May 15, 2025
SELL
$83.18 - $89.27 $134,668 - $144,528
-1,619 Reduced 30.67%
3,659 $306,000
Q4 2024

Feb 12, 2025
BUY
$83.09 - $89.28 $438,549 - $471,219
5,278 New
5,278 $449,000

Others Institutions Holding ICVT

# of Institutions
392
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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