A detailed history of Mascagni Wealth Management, Inc. transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Mascagni Wealth Management, Inc. holds 64,392 shares of ICVT stock, worth $5.46 Million. This represents 5.36% of its overall portfolio holdings.

Number of Shares
64,392
Previous 61,485 4.73%
Holding current value
$5.46 Million
Previous $5.14 Million 104643.56%
% of portfolio
5.36%
Previous 5.54%

Shares

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

Apr 22, 2025

BUY
$83.18 - $89.27 $241,804 - $259,507
2,907 Added 4.73%
64,392 $5.38 Billion
Q1 2025

Apr 22, 2025

SELL
$83.18 - $89.27 $241,804 - $259,507
-2,907 Reduced 4.51%
61,485 $5.14 Million
Q4 2024

Apr 22, 2025

BUY
$83.09 - $89.28 $241,542 - $259,536
2,907 Added 4.73%
64,392 $5.47 Million
Q4 2024

Mar 21, 2025

BUY
$83.09 - $89.28 $5.11 Million - $5.49 Million
61,485 New
61,485 $5.22 Billion

Others Institutions Holding ICVT

About ISHARES TR CONVERTIBLE BOND ET


  • Ticker ICVT
  • Sector ETFs
  • Industry ETFs
More about ICVT
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