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

Shared Vision Wealth Group LLC

  • $200 Billion
  • Q2 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 6,549 shares of ICVT stock, worth $666,622. This represents 0.3% of its overall portfolio holdings.

Number of Shares
6,549
Previous 8,336 21.44%
Holding current value
$666,622
Previous $697 Million 12.98%
% of portfolio
0.3%
Previous 0.38%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
374
Shares Held
17.4M
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
Track This Portfolio

Track Shared Vision Wealth Group LLC Portfolio

Follow Shared Vision Wealth Group LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email