A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 47,013 shares of ICVT stock, worth $4.07 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
47,013
Previous 47,346 0.7%
Holding current value
$4.07 Million
Previous $3.72 Million 5.67%
% of portfolio
2.03%
Previous 2.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$77.24 - $83.67 $25,720 - $27,862
-333 Reduced 0.7%
47,013 $3.93 Million
Q2 2024

Aug 07, 2024

BUY
$76.13 - $79.59 $5,252 - $5,491
69 Added 0.15%
47,346 $3.72 Million
Q1 2024

Apr 23, 2024

BUY
$76.72 - $80.06 $90,683 - $94,630
1,182 Added 2.56%
47,277 $3.77 Million
Q4 2023

Jan 31, 2024

BUY
$70.69 - $78.86 $3.26 Million - $3.64 Million
46,095 New
46,095 $3.62 Million

Others Institutions Holding ICVT

About ISHARES TR CONVERTIBLE BOND ET


  • Ticker ICVT
  • Sector ETFs
  • Industry ETFs
More about ICVT
Track This Portfolio

Track Wetzel Investment Advisors, Inc. Portfolio

Follow Wetzel Investment Advisors, Inc. 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 Wetzel Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wetzel Investment Advisors, Inc. with notifications on news.