Planwiser Financial, LLC Ishares Tr Convertible Bond Et Transaction History

Planwiser Financial, LLC

  • $126 Billion
  • Q3 2025

A detailed history of Planwiser Financial, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Planwiser Financial, LLC holds 39,749 shares of ICVT stock, worth $3.9 Million. This represents 3.27% of its overall portfolio holdings.

Number of Shares
39,749
Previous 25,032 58.79%
Holding current value
$3.9 Million
Previous $2.32 Billion 77.39%
% of portfolio
3.27%
Previous 1.98%

Shares

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

Nov 12, 2025
BUY
$89.29 - $100.17 $1.31 Million - $1.47 Million
14,717 Added 58.79%
39,749 $4.12 Billion
Q2 2025

Aug 13, 2025
BUY
$78.98 - $90.1 $1.98 Million - $2.26 Million
25,032 New
25,032 $2.32 Billion

Others Institutions Holding ICVT

# of Institutions
393
Shares Held
18.4M
Call Options Held
4.3K
Put Options Held
3.7K
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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