Shared Vision Wealth Group LLC Ishares Tr Convertible Bond Et Transaction History

Shared Vision Wealth Group LLC

  • $190 Billion
  • Q4 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 8,263 shares of ICVT stock, worth $715,080. This represents 0.37% of its overall portfolio holdings.

Number of Shares
8,263
Previous 6,040 36.8%
Holding current value
$715,080
Previous $505 Million 38.93%
% of portfolio
0.37%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$83.09 - $89.28 $184,709 - $198,469
2,223 Added 36.8%
8,263 $702 Million
Q3 2024

Nov 12, 2024
BUY
$77.24 - $83.67 $10,736 - $11,630
139 Added 2.36%
6,040 $505 Million
Q2 2024

Jul 23, 2024
BUY
$76.13 - $79.59 $25,655 - $26,821
337 Added 6.06%
5,901 $464 Million
Q1 2024

May 06, 2024
BUY
$76.72 - $80.06 $426,870 - $445,453
5,564 New
5,564 $444 Million

Others Institutions Holding ICVT

# of Institutions
367
Shares Held
20.3M
Call Options Held
4.7K
Put Options Held
6.4K
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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