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

Meridian Wealth Management, LLC

  • $2.26 Billion
  • Q2 2025

A detailed history of Meridian Wealth Management, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 2,910 shares of ICVT stock, worth $297,605. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,910
Previous 2,934 0.82%
Holding current value
$297,605
Previous $245,000 6.94%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 08, 2025
SELL
$78.98 - $90.1 $1,895 - $2,162
-24 Reduced 0.82%
2,910 $262,000
Q1 2025

May 12, 2025
SELL
$83.18 - $89.27 $6,404 - $6,873
-77 Reduced 2.56%
2,934 $245,000
Q4 2024

Feb 06, 2025
SELL
$83.09 - $89.28 $2,908 - $3,124
-35 Reduced 1.15%
3,011 $255,000
Q3 2024

Nov 12, 2024
SELL
$77.24 - $83.67 $49,279 - $53,381
-638 Reduced 17.32%
3,046 $254,000
Q2 2024

Aug 08, 2024
BUY
$76.13 - $79.59 $280,462 - $293,209
3,684 New
3,684 $289,000
Q4 2023

Feb 08, 2024
BUY
$70.69 - $78.86 $2,262 - $2,523
32 Added 1.04%
3,095 $243,000
Q3 2023

Oct 17, 2023
SELL
$73.71 - $78.59 $10,024 - $10,688
-136 Reduced 4.25%
3,063 $227,000
Q2 2023

Aug 02, 2023
BUY
$70.61 - $76.36 $225,881 - $244,275
3,199 New
3,199 $244,000
Q3 2019

Nov 08, 2019
SELL
$58.08 - $61.42 $38,042 - $40,230
-655 Closed
0 $0
Q2 2019

Jul 19, 2019
BUY
$56.45 - $59.8 $112 - $119
2 Added 0.31%
655 $390,000
Q1 2019

May 15, 2019
BUY
$51.47 - $59.06 $33,609 - $38,566
653 New
653 $378,000

Others Institutions Holding ICVT

# of Institutions
384
Shares Held
17.5M
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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