A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Modern Wealth Management, LLC holds 24,253 shares of ICVT stock, worth $2.11 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
24,253
Previous 24,230 0.09%
Holding current value
$2.11 Million
Previous $2.03 Billion 99.9%
% of portfolio
0.07%
Previous 0.07%

Shares

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

May 30, 2025

BUY
$83.18 - $89.27 $1,913 - $2,053
23 Added 0.09%
24,253 $2.03 Million
Q1 2025

May 15, 2025

SELL
$83.18 - $89.27 $13,974 - $14,997
-168 Reduced 0.69%
24,230 $2.03 Billion
Q4 2024

May 30, 2025

BUY
$83.09 - $89.28 $2,243 - $2,410
27 Added 0.11%
24,257 $2.06 Million
Q4 2024

May 29, 2025

BUY
$83.09 - $89.28 $2,243 - $2,410
27 Added 0.11%
24,257 $2.06 Million
Q4 2024

Feb 11, 2025

BUY
$83.09 - $89.28 $2.03 Million - $2.18 Million
24,398 New
24,398 $2.15 Billion

Others Institutions Holding ICVT

About ISHARES TR CONVERTIBLE BOND ET


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