Robertson Stephens Wealth Management, LLC Ishares Tr Convertible Bond Et Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 3,562 shares of ICVT stock, worth $364,285. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,562
Previous 3,562 -0.0%
Holding current value
$364,285
Previous $297,000 7.74%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$70.69 - $78.86 $21,913 - $24,446
-310 Reduced 8.01%
3,562 $279,000
Q1 2023

May 11, 2023
BUY
$69.32 - $75.11 $38,819 - $42,061
560 Added 16.91%
3,872 $281,000
Q4 2022

Feb 14, 2023
BUY
$68.53 - $72.07 $226,971 - $238,695
3,312 New
3,312 $230,000

Others Institutions Holding ICVT

# of Institutions
372
Shares Held
17.1M
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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