Wells Financial Advisors Inc Ishares Tr Convertible Bond Et Transaction History

Wells Financial Advisors Inc

  • $71.4 Million
  • Q2 2025

A detailed history of Wells Financial Advisors Inc transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Wells Financial Advisors Inc holds 175 shares of ICVT stock, worth $17,897. This represents 0.02% of its overall portfolio holdings.

Number of Shares
175
Previous 305 42.62%
Holding current value
$17,897
Previous $25,000 40.0%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Jul 25, 2025
SELL
$78.98 - $90.1 $10,267 - $11,713
-130 Reduced 42.62%
175 $15,000
Q4 2024

Feb 11, 2025
BUY
$83.09 - $89.28 $25,342 - $27,230
305 New
305 $25,000
Q2 2024

Aug 09, 2024
BUY
$76.13 - $79.59 $56,336 - $58,896
740 New
740 $58,000

Others Institutions Holding ICVT

# of Institutions
372
Shares Held
17.1M
Call Options Held
3.6K
Put Options Held
2.9K
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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