Wetzel Investment Advisors, Inc. Ishares Tr Convertible Bond Et Transaction History

Wetzel Investment Advisors, Inc.

  • $194 Million
  • Q3 2024

A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 47,013 shares of ICVT stock, worth $4.06 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
47,013
Previous 47,346 0.7%
Holding current value
$4.06 Million
Previous $3.72 Million 5.67%
% of portfolio
2.03%
Previous 2.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$77.24 - $83.67 $25,720 - $27,862
-333 Reduced 0.7%
47,013 $3.93 Million
Q2 2024

Aug 07, 2024
BUY
$76.13 - $79.59 $5,252 - $5,491
69 Added 0.15%
47,346 $3.72 Million
Q1 2024

Apr 23, 2024
BUY
$76.72 - $80.06 $90,683 - $94,630
1,182 Added 2.56%
47,277 $3.77 Million
Q4 2023

Jan 31, 2024
BUY
$70.69 - $78.86 $3.26 Million - $3.64 Million
46,095 New
46,095 $3.62 Million

Others Institutions Holding ICVT

# of Institutions
321
Shares Held
16.4M
Call Options Held
0
Put Options Held
0
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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