Gen Wealth Partners Inc Ishares Tr Convertible Bond Et Transaction History

Gen Wealth Partners Inc

  • $240 Billion
  • Q1 2025

A detailed history of Gen Wealth Partners Inc transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Gen Wealth Partners Inc holds 3,461 shares of ICVT stock, worth $317,962. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,461
Previous 2,981 16.1%
Holding current value
$317,962
Previous $253 Million 14.23%
% of portfolio
0.12%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$83.18 - $89.27 $39,926 - $42,849
480 Added 16.1%
3,461 $289 Million
Q4 2024

Feb 14, 2025
BUY
$83.09 - $89.28 $88,740 - $95,351
1,068 Added 55.83%
2,981 $253 Million
Q3 2024

Nov 13, 2024
BUY
$77.24 - $83.67 $9,732 - $10,542
126 Added 7.05%
1,913 $162 Million
Q2 2024

Aug 13, 2024
SELL
$76.13 - $79.59 $1,218 - $1,273
-16 Reduced 0.89%
1,787 $141 Million
Q1 2024

May 15, 2024
BUY
$76.72 - $80.06 $138,326 - $144,348
1,803 New
1,803 $144 Million

Others Institutions Holding ICVT

# of Institutions
390
Shares Held
19M
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
Track This Portfolio

Track Gen Wealth Partners Inc Portfolio

Follow Gen Wealth Partners Inc 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 Gen Wealth Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Partners Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email