Kfg Wealth Management, LLC Ishares Tr Convertible Bond Et Transaction History

Kfg Wealth Management, LLC

  • $434 Million
  • Q2 2025

A detailed history of Kfg Wealth Management, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 17,906 shares of ICVT stock, worth $1.66 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
17,906
Previous 22,437 20.19%
Holding current value
$1.66 Million
Previous $1.88 Million 14.34%
% of portfolio
0.37%
Previous 0.48%

Shares

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

Jul 14, 2025
SELL
$78.98 - $90.1 $357,858 - $408,243
-4,531 Reduced 20.19%
17,906 $1.61 Million
Q1 2025

Apr 11, 2025
SELL
$83.18 - $89.27 $757,021 - $812,446
-9,101 Reduced 28.86%
22,437 $1.88 Million
Q4 2024

Jan 21, 2025
BUY
$83.09 - $89.28 $2.62 Million - $2.82 Million
31,538 New
31,538 $2.68 Million

Others Institutions Holding ICVT

# of Institutions
389
Shares Held
19.8M
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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