Cyndeo Wealth Partners, LLC Ishares Tr Convertible Bond Et Transaction History

Cyndeo Wealth Partners, LLC

  • $1.61 Billion
  • Q2 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,263 shares of ICVT stock, worth $483,511. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,263
Previous 5,616 6.29%
Holding current value
$483,511
Previous $469,000 1.07%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$78.98 - $90.1 $27,879 - $31,805
-353 Reduced 6.29%
5,263 $474,000
Q1 2025

Apr 17, 2025
BUY
$83.18 - $89.27 $99,400 - $106,677
1,195 Added 27.03%
5,616 $469,000
Q4 2024

Jan 21, 2025
BUY
$83.09 - $89.28 $127,875 - $137,401
1,539 Added 53.4%
4,421 $375,000
Q3 2024

Oct 18, 2024
BUY
$77.24 - $83.67 $222,605 - $241,136
2,882 New
2,882 $241,000

Others Institutions Holding ICVT

# of Institutions
385
Shares Held
18M
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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