Insight Wealth Strategies, LLC Ishares Tr Convertible Bond Et Transaction History

Insight Wealth Strategies, LLC

  • $740 Million
  • Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 127,277 shares of ICVT stock, worth $10.8 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
127,277
Holding current value
$10.8 Million
% of portfolio
1.46%

Shares

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

Jan 06, 2025
BUY
$83.09 - $89.28 $10.6 Million - $11.4 Million
127,277 New
127,277 $10.8 Million
Q1 2022

Apr 12, 2022
SELL
$77.44 - $89.29 $187,249 - $215,903
-2,418 Closed
0 $0
Q4 2021

Jan 31, 2022
SELL
$86.86 - $104.35 $277,430 - $333,293
-3,194 Reduced 56.91%
2,418 $216,000
Q3 2021

Oct 28, 2021
SELL
$97.21 - $103.33 $10,887 - $11,572
-112 Reduced 1.96%
5,612 $560,000
Q2 2021

Aug 12, 2021
BUY
$92.8 - $103.33 $28,582 - $31,825
308 Added 5.69%
5,724 $584,000
Q1 2021

May 12, 2021
SELL
$95.63 - $110.08 $15,300 - $17,612
-160 Reduced 2.87%
5,416 $532,000
Q4 2020

Feb 05, 2021
SELL
$80.94 - $96.9 $19,101 - $22,868
-236 Reduced 4.06%
5,576 $538,000
Q3 2020

Oct 29, 2020
SELL
$71.6 - $84.37 $81,982 - $96,603
-1,145 Reduced 16.46%
5,812 $469,000
Q2 2020

Jul 31, 2020
SELL
$51.72 - $71.01 $11,378 - $15,622
-220 Reduced 3.07%
6,957 $494,000
Q1 2020

Apr 21, 2020
SELL
$46.56 - $68.74 $124,082 - $183,192
-2,665 Reduced 27.08%
7,177 $390,000
Q4 2019

Feb 21, 2020
BUY
$57.17 - $62.9 $145,154 - $159,703
2,539 Added 34.77%
9,842 $617,000
Q3 2019

Nov 06, 2019
BUY
$58.08 - $61.42 $424,158 - $448,550
7,303 New
7,303 $425,000

Others Institutions Holding ICVT

# of Institutions
324
Shares Held
16.5M
Call Options Held
0
Put Options Held
0
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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