United Capital Financial Advisers, LLC Ishares Tr Convertible Bond Et Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

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 78,061 shares of ICVT stock, worth $6.64 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
78,061
Previous 55,971 39.47%
Holding current value
$6.64 Million
Previous $4.68 Million 41.62%
% of portfolio
0.06%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$83.09 - $89.28 $1.84 Million - $1.97 Million
22,090 Added 39.47%
78,061 $6.63 Million
Q3 2024

Nov 12, 2024
SELL
$77.24 - $83.67 $1,313 - $1,422
-17 Reduced 0.03%
55,971 $4.68 Million
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

# of Institutions
369
Shares Held
20.3M
Call Options Held
4.7K
Put Options Held
6.4K
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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