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
Cassandra Kirby@Braun-bostich & Associates Inc.
Recent Activity
Increased 35.12%
0.35%
$481,950
5,672 shares@ 84.98 avg price
Andy Peters@Goldstein Advisors, Llc
Recent Activity
Increased 76.78%
0.06%
$364,691
4,292 shares@ 84.97 avg price
Michael Schremser@Tsfg, Llc
Recent Activity
Increased 77.76%
0.08%
$346,000
4,067 shares@ 85.08 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 23.45%
0.02%
$342,684
4,033 shares@ 84.97 avg price
Lora Rommel@Ehrlich Financial Group
Recent Activity
Increased 22.05%
0.22%
$299,179
3,521 shares@ 84.97 avg price
Marc Koven@Cypress Wealth Services, Llc
Recent Activity
Increased 24.59%
0.06%
$269,100
3,167 shares@ 84.98 avg price
BRIAN RALEIGH@Raleigh Capital Management Inc.
Recent Activity
Increased 14.88%
0.01%
$11,812
139 shares@ 84.98 avg price