A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 206 shares of ICVT stock, worth $17,600. This represents 0.0% of its overall portfolio holdings.

Number of Shares
206
Previous 37 456.76%
Holding current value
$17,600
Previous $2,000 750.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 17, 2024

BUY
$77.24 - $83.67 $13,053 - $14,140
169 Added 456.76%
206 $17,000
Q2 2024

Jul 31, 2024

BUY
$76.13 - $79.59 $304 - $318
4 Added 12.12%
37 $2,000
Q1 2024

Jul 31, 2024

BUY
$76.72 - $80.06 $2,531 - $2,641
33 New
33 $2,000
Q3 2023

Aug 01, 2024

SELL
$73.71 - $78.59 $368 - $392
-5 Reduced 1.92%
256 $19 Million
Q2 2023

Aug 01, 2024

BUY
$70.61 - $76.36 $15,816 - $17,104
224 Added 605.41%
261 $19.9 Million
Q1 2023

Aug 01, 2024

BUY
$69.32 - $75.11 $17,260 - $18,702
249 Added 672.97%
286 $20.8 Million
Q4 2022

Oct 10, 2024

BUY
$68.53 - $72.07 $104,165 - $109,546
1,520 Added 155.9%
2,495 $173 Million
Q3 2022

Oct 10, 2024

BUY
$68.64 - $76.55 $64,384 - $71,803
938 Added 2535.14%
975 $67.2 Million
Q2 2022

Oct 17, 2024

BUY
$68.08 - $84.61 $20,083 - $24,959
295 Added 156.08%
484 $33.6 Million
Q1 2022

Oct 17, 2024

SELL
$77.44 - $89.29 $1,316 - $1,517
-17 Reduced 8.25%
189 $15.7 Million

Others Institutions Holding ICVT

About ISHARES TR CONVERTIBLE BOND ET


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