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

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 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 3,659 shares of ICVT stock, worth $318,479. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,659
Previous 5,278 30.67%
Holding current value
$318,479
Previous $449,000 31.85%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
388
Shares Held
20.2M
Call Options Held
3.9K
Put Options Held
10.3K
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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