Simplicity Wealth,Llc Ishares Tr Convertible Bond Et Transaction History

Simplicity Wealth,Llc

  • $2.26 Billion
  • Q2 2025

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 13,048 shares of ICVT stock, worth $1.21 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
13,048
Previous 8,377 55.76%
Holding current value
$1.21 Million
Previous $703,000 67.14%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jul 22, 2025
BUY
$78.98 - $90.1 $368,915 - $420,857
4,671 Added 55.76%
13,048 $1.18 Million
Q1 2025

Apr 14, 2025
BUY
$83.18 - $89.27 $696,798 - $747,814
8,377 New
8,377 $703,000
Q3 2024

Oct 09, 2024
SELL
$77.24 - $83.67 $30,664 - $33,216
-397 Reduced 5.21%
7,224 $604,000
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

# of Institutions
391
Shares Held
20M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email