A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 55,988 shares of ICVT stock, worth $4.78 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
55,988
Previous 49,323 13.51%
Holding current value
$4.78 Million
Previous $3.94 Million 11.81%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Aug 14, 2024

BUY
$76.13 - $79.59 $507,406 - $530,467
6,665 Added 13.51%
55,988 $4.4 Million
Q1 2024

May 15, 2024

BUY
$76.72 - $80.06 $3.22 Million - $3.36 Million
41,919 Added 566.17%
49,323 $3.94 Million
Q4 2023

Feb 14, 2024

BUY
$70.69 - $78.86 $523,388 - $583,879
7,404 New
7,404 $581,000

Others Institutions Holding ICVT

About ISHARES TR CONVERTIBLE BOND ET


  • Ticker ICVT
  • Sector ETFs
  • Industry ETFs
More about ICVT
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