Vest Gen Advisors, LLC Ishares Tr Convertible Bond Et Transaction History

Vest Gen Advisors, LLC

$3 Trillion
Q3 2025

A detailed history of Vest Gen Advisors, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 4,063 shares of ICVT stock, worth $398,580. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,063

Holding current value

$398,580

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$89.29 - $100.17 $362,785 - $406,990	4,063 New	4,063 $406 Million

Others Institutions Holding ICVT

# of Institutions

393

Shares Held

18.4M

Call Options Held

4.3K

Put Options Held

3.7K

Bank Of America Corp Charlotte, NC

2.65M
Shares

$260 Million
0.02% of portfolio
Envestnet Asset Management Inc

1.25M
Shares

$123 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

1.01M
Shares

$99.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

861K
Shares

$84.5 Million
0.03% of portfolio
Amg National Trust Bank

496K
Shares

$48.7 Million
1.21% of portfolio

View Full List

About ISHARES TR CONVERTIBLE BOND ET

Ticker ICVT
Sector ETFs
Industry ETFs

More about ICVT

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Vest Gen Advisors, LLC Ishares Tr Convertible Bond Et Transaction History