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

Form Wealth Advisors, LLC

  • $827 Billion
  • Q2 2025

A detailed history of Form Wealth Advisors, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 4,036 shares of ICVT stock, worth $412,761. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,036
Previous 4,015 0.52%
Holding current value
$412,761
Previous $336 Million 8.33%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jul 16, 2025
BUY
$78.98 - $90.1 $1,658 - $1,892
21 Added 0.52%
4,036 $364 Million
Q1 2025

Apr 22, 2025
BUY
$83.18 - $89.27 $333,967 - $358,419
4,015 New
4,015 $336 Million

Others Institutions Holding ICVT

# of Institutions
372
Shares Held
17.1M
Call Options Held
3.6K
Put Options Held
2.9K
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 Form Wealth Advisors, LLC Portfolio

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

News

Stay updated on Form Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email