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

Shared Vision Wealth Group LLC

  • $183 Billion
  • Q1 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 8,336 shares of ICVT stock, worth $725,565. This represents 0.38% of its overall portfolio holdings.

Number of Shares
8,336
Previous 8,263 0.88%
Holding current value
$725,565
Previous $702 Million 0.73%
% of portfolio
0.38%
Previous 0.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
388
Shares Held
20.2M
Call Options Held
3.9K
Put Options Held
10.3K
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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