Shared Vision Wealth Group LLC Ishares Tr Convertible Bond Et Transaction History

Shared Vision Wealth Group LLC

$236 Billion
Q3 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 7,171 shares of ICVT stock, worth $703,475. This represents 0.3% of its overall portfolio holdings.

Number of Shares

7,171

Previous 6,549 9.5%

Holding current value

$703,475

Previous $606 Million 18.72%

% of portfolio

0.3%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$89.29 - $100.17 $55,538 - $62,305	622 Added 9.5%	7,171 $720 Million
Q2 2025 Aug 07, 2025	SELL	$78.98 - $90.1 $141,137 - $161,008	-1,787 Reduced 21.44%	6,549 $606 Million
Q1 2025 May 02, 2025	BUY	$83.18 - $89.27 $6,072 - $6,516	73 Added 0.88%	8,336 $697 Million
Q4 2024 Feb 06, 2025	BUY	$83.09 - $89.28 $184,709 - $198,469	2,223 Added 36.8%	8,263 $702 Million
Q3 2024 Nov 12, 2024	BUY	$77.24 - $83.67 $10,736 - $11,630	139 Added 2.36%	6,040 $505 Million

Q2 2024 Jul 23, 2024	BUY	$76.13 - $79.59 $25,655 - $26,821	337 Added 6.06%	5,901 $464 Million
Q1 2024 May 06, 2024	BUY	$76.72 - $80.06 $426,870 - $445,453	5,564 New	5,564 $444 Million

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

Ticker ICVT
Sector ETFs
Industry ETFs

More about ICVT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shared Vision Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shared Vision Wealth Group LLC with notifications on news.

Account

Shared Vision Wealth Group LLC Ishares Tr Convertible Bond Et Transaction History