Shore Haven Wealth Partners, LLC Ishares Tr Convertible Bond Et Transaction History

Shore Haven Wealth Partners, LLC

  • $220 Million
  • Q2 2025

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 2,742 shares of ICVT stock, worth $280,424. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,742
Previous 4,391 37.55%
Holding current value
$280,424
Previous $367,000 32.7%
% of portfolio
0.11%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$78.98 - $90.1 $130,238 - $148,574
-1,649 Reduced 37.55%
2,742 $247,000
Q1 2025

May 06, 2025
SELL
$83.18 - $89.27 $3,410 - $3,660
-41 Reduced 0.93%
4,391 $367,000
Q4 2024

Jan 29, 2025
BUY
$83.09 - $89.28 $97,215 - $104,457
1,170 Added 35.87%
4,432 $376,000
Q3 2024

Oct 24, 2024
SELL
$77.24 - $83.67 $2,394 - $2,593
-31 Reduced 0.94%
3,262 $272,000
Q2 2024

Jul 24, 2024
BUY
$76.13 - $79.59 $3,578 - $3,740
47 Added 1.45%
3,293 $258,000
Q1 2024

May 02, 2024
BUY
$76.72 - $80.06 $249,033 - $259,874
3,246 New
3,246 $259,000
Q4 2022

Jan 24, 2023
BUY
$68.53 - $72.07 $7,058 - $7,423
103 Added 1.24%
8,391 $0
Q3 2022

Nov 09, 2022
SELL
$68.64 - $76.55 $408,682 - $455,778
-5,954 Reduced 41.81%
8,288 $571,000
Q2 2022

Aug 01, 2022
BUY
$68.08 - $84.61 $969,595 - $1.21 Million
14,242 New
14,242 $987,000

Others Institutions Holding ICVT

# of Institutions
378
Shares Held
17.2M
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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