Wr Wealth Planners, LLC Ishares Tr Convertible Bond Et Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 135 shares of ICVT stock, worth $12,051. This represents 0.0% of its overall portfolio holdings.

Number of Shares
135
Previous 206 34.47%
Holding current value
$12,051
Previous $17,000 35.29%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 05, 2025
SELL
$83.09 - $89.28 $5,899 - $6,338
-71 Reduced 34.47%
135 $11,000
Q3 2024

Oct 17, 2024
BUY
$77.24 - $83.67 $13,053 - $14,140
169 Added 456.76%
206 $17,000
Q2 2024

Jul 31, 2024
BUY
$76.13 - $79.59 $304 - $318
4 Added 12.12%
37 $2,000
Q1 2024

Jul 31, 2024
BUY
$76.72 - $80.06 $2,531 - $2,641
33 New
33 $2,000
Q3 2023

Aug 01, 2024
SELL
$73.71 - $78.59 $368 - $392
-5 Reduced 1.92%
256 $19 Million
Q2 2023

Aug 01, 2024
BUY
$70.61 - $76.36 $15,816 - $17,104
224 Added 605.41%
261 $19.9 Million
Q1 2023

Aug 01, 2024
BUY
$69.32 - $75.11 $17,260 - $18,702
249 Added 672.97%
286 $20.8 Million
Q4 2022

Oct 10, 2024
BUY
$68.53 - $72.07 $104,165 - $109,546
1,520 Added 155.9%
2,495 $173 Million
Q3 2022

Oct 10, 2024
BUY
$68.64 - $76.55 $64,384 - $71,803
938 Added 2535.14%
975 $67.2 Million
Q2 2022

Oct 17, 2024
BUY
$68.08 - $84.61 $20,083 - $24,959
295 Added 156.08%
484 $33.6 Million
Q1 2022

Oct 17, 2024
SELL
$77.44 - $89.29 $1,316 - $1,517
-17 Reduced 8.25%
189 $15.7 Million

Others Institutions Holding ICVT

# of Institutions
364
Shares Held
20.2M
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
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email