A detailed history of Simplicity Wealth,Llc transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Simplicity Wealth,Llc holds 7,621 shares of ICVT stock, worth $623,474. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,621
Previous 6,037 26.24%
Holding current value
$623,474
Previous $481,000 24.53%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024

BUY
$76.13 - $79.59 $120,589 - $126,070
1,584 Added 26.24%
7,621 $599,000
Q1 2024

Apr 24, 2024

BUY
$76.72 - $80.06 $463,158 - $483,322
6,037 New
6,037 $481,000
Q3 2022

Oct 12, 2022

BUY
$68.64 - $76.55 $832,946 - $928,934
12,135 New
12,135 $836,000

Others Institutions Holding ICVT

About ISHARES TR CONVERTIBLE BOND ET


  • Ticker ICVT
  • Sector ETFs
  • Industry ETFs
More about ICVT
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.