A detailed history of Retirement Wealth Solutions LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Retirement Wealth Solutions LLC holds 220 shares of ICVT stock, worth $21,582. This represents 0.01% of its overall portfolio holdings.

Number of Shares
220
Previous 173 27.17%
Holding current value
$21,582
Previous $17.3 Million 25.21%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

BUY
$98.1 - $103.73 $4,610 - $4,875
47 Added 27.17%
220 $21.7 Million
Q3 2025

Oct 08, 2025

BUY
$89.29 - $100.17 $1,875 - $2,103
21 Added 13.82%
173 $17.3 Million
Q2 2025

Jul 07, 2025

SELL
$78.98 - $90.1 $6,950 - $7,928
-88 Reduced 36.67%
152 $13.7 Million
Q4 2024

Jan 15, 2025

BUY
$83.09 - $89.28 $19,941 - $21,427
240 New
240 $20.4 Million

Others Institutions Holding ICVT

About ISHARES TR CONVERTIBLE BOND ET


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