Steel Peak Wealth Management LLC Ishares Tr Convertible Bond Et Transaction History

Steel Peak Wealth Management LLC

  • $2.49 Billion
  • Q2 2025

A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 18,099 shares of ICVT stock, worth $1.66 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
18,099
Previous 31,270 42.12%
Holding current value
$1.66 Million
Previous $2.61 Million 37.64%
% of portfolio
0.07%
Previous 0.11%

Shares

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

Jul 22, 2025
SELL
$78.98 - $90.1 $1.04 Million - $1.19 Million
-13,171 Reduced 42.12%
18,099 $1.63 Million
Q1 2025

Apr 30, 2025
BUY
$83.18 - $89.27 $318,662 - $341,993
3,831 Added 13.96%
31,270 $2.61 Million
Q4 2024

Jan 22, 2025
BUY
$83.09 - $89.28 $744,984 - $800,484
8,966 Added 48.54%
27,439 $2.33 Million
Q3 2024

Oct 25, 2024
BUY
$77.24 - $83.67 $90,757 - $98,312
1,175 Added 6.79%
18,473 $1.55 Million
Q2 2024

Jul 16, 2024
BUY
$76.13 - $79.59 $147,692 - $154,404
1,940 Added 12.63%
17,298 $1.36 Million
Q1 2024

Apr 17, 2024
BUY
$76.72 - $80.06 $1.18 Million - $1.23 Million
15,358 New
15,358 $1.23 Million
Q4 2022

Jan 25, 2023
SELL
$68.53 - $72.07 $10,073 - $10,594
-147 Reduced 0.47%
30,929 $0
Q3 2022

Oct 26, 2022
SELL
$68.64 - $76.55 $852,165 - $950,368
-12,415 Reduced 28.55%
31,076 $2.14 Million
Q2 2022

Aug 02, 2022
BUY
$68.08 - $84.61 $2.18 Million - $2.71 Million
32,015 Added 278.97%
43,491 $3.02 Million
Q1 2022

May 10, 2022
BUY
$77.44 - $89.29 $888,701 - $1.02 Million
11,476 New
11,476 $956,000

Others Institutions Holding ICVT

# of Institutions
385
Shares Held
18M
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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