Mc Naughton Wealth Management, LLC Ishares Tr Convertible Bond Et Transaction History

Mc Naughton Wealth Management, LLC

  • $227 Million
  • Q3 2025

A detailed history of Mc Naughton Wealth Management, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 4,819 shares of ICVT stock, worth $492,839. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,819
Previous 4,588 5.03%
Holding current value
$492,839
Previous $413,000 16.71%
% of portfolio
0.21%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
$89.29 - $100.17 $20,625 - $23,139
231 Added 5.03%
4,819 $482,000
Q2 2025

Jul 21, 2025
SELL
$78.98 - $90.1 $182,996 - $208,761
-2,317 Reduced 33.56%
4,588 $413,000
Q1 2025

Apr 09, 2025
BUY
$83.18 - $89.27 $574,357 - $616,409
6,905 New
6,905 $579,000

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
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