Mount Yale Investment Advisors, LLC Ishares Tr Convertible Bond Et Transaction History

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 2,595 shares of ICVT stock, worth $265,390. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,595
Holding current value
$265,390
% of portfolio
0.02%

Shares

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

Aug 12, 2025
BUY
$78.98 - $90.1 $204,953 - $233,809
2,595 New
2,595 $233,000
Q4 2022

Feb 13, 2023
SELL
$68.53 - $72.07 $2,741 - $2,882
-40 Reduced 1.14%
3,476 $241,000
Q3 2022

Nov 07, 2022
SELL
$68.64 - $76.55 $85,113 - $94,922
-1,240 Reduced 26.07%
3,516 $242,000
Q2 2022

Aug 02, 2022
BUY
$68.08 - $84.61 $323,788 - $402,405
4,756 New
4,756 $330,000

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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