ICVT

Ishares Convertible Bond Etf

Latest period2024 - Q4Total superinvestors45

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 45 superinvestors own shares of Ishares Convertible Bond Etf (ICVT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Convertible Bond Etf (ICVT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Convertible Bond Etf (ICVT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Convertible Bond Etf (ICVT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Lianna Figueroa@First Hawaiian Bank
Recent Activity
Increased 14.87%
0.12%
$3.473M
40,871 shares@ 84.98 avg price
George McBlane@Central Pacific Bank - Trust Division
Recent Activity
Increased 2.72%
0.46%
$3.464M
40,766 shares@ 84.97 avg price
Lawrence F. Dooley, Jr.@Capital Wealth Management, Llc
Recent Activity
Decreased -6.22%
1.37%
$3.189M
37,530 shares@ 84.97 avg price
Dan Mohr@Retireful, Llc
Recent Activity
New Position
1.19%
$2.111M
24,849 shares@ 84.98 avg price
FRANK SICILIANO@Overbrook Management Corp
Recent Activity
Decreased -19.47%
0.43%
$1.986M
23,371 shares@ 84.98 avg price
Aryn Sands@Kelly Financial Services Llc
Recent Activity
Increased 38.14%
0.39%
$1.075M
12,646 shares@ 84.97 avg price
Geoffrey A. Frazier@Global Financial Private Client, Llc
Recent Activity
Increased 0.28%
0.38%
$1.003M
11,804 shares@ 84.98 avg price
Stacy Fleming@Outlook Wealth Advisors, Llc
Recent Activity
Decreased -2.22%
0.28%
$965,770
11,366 shares@ 84.98 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Increased 4.62%
0.47%
$954,758
11,236 shares@ 84.98 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -0.4%
0.02%
$836,947
9,850 shares@ 84.97 avg price