Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$76.72 - $80.06 $202,694 - $211,518
2,642 New
2,642 $210,000
Q4 2022

Jan 18, 2023

BUY
$68.53 - $72.07 $12,061 - $12,684
176 Added 1.91%
9,367 $0
Q3 2022

Oct 14, 2022

SELL
$68.64 - $76.55 $144,830 - $161,520
-2,110 Reduced 18.67%
9,191 $648,000
Q2 2022

Jul 27, 2022

BUY
$68.08 - $84.61 $769,372 - $956,177
11,301 New
11,301 $784,000

Others Institutions Holding ICVT

About ISHARES TR CONVERTIBLE BOND ET


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

Track Cypress Wealth Services, LLC Portfolio

Follow Cypress Wealth Services, 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 Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.