Sharkey Howes & Javer trimmed its position in iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 98.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,338 shares of the company’s stock after selling 141,763 shares during the period. Sharkey Howes & Javer’s holdings in iShares Convertible Bond ETF were worth $264,000 at the end of the most recent reporting period.
A number of other large investors also recently made changes to their positions in ICVT. Root Financial Partners LLC purchased a new position in iShares Convertible Bond ETF during the third quarter worth about $125,000. Aire Advisors LLC boosted its position in iShares Convertible Bond ETF by 3.4% during the 3rd quarter. Aire Advisors LLC now owns 136,590 shares of the company’s stock worth $15,426,000 after purchasing an additional 4,438 shares during the period. Schuylkill Financial LLC purchased a new stake in shares of iShares Convertible Bond ETF in the third quarter worth about $2,257,000. Range Financial Group LLC grew its position in iShares Convertible Bond ETF by 2.7% in the third quarter. Range Financial Group LLC now owns 6,080 shares of the company’s stock valued at $687,000 after acquiring an additional 161 shares in the last quarter. Finally, Diversify Advisory Services LLC grew its holdings in iShares Convertible Bond ETF by 2.6% during the 3rd quarter. Diversify Advisory Services LLC now owns 65,576 shares of the company’s stock valued at $7,047,000 after purchasing an additional 1,638 shares in the last quarter.
iShares Convertible Bond ETF Stock Down 1.7%
Shares of BATS ICVT opened at $105.03 on Friday. iShares Convertible Bond ETF has a 1 year low of $94.41 and a 1 year high of $126.56. The stock’s 50-day simple moving average is $112.98 and its 200-day simple moving average is $115.11.
iShares Convertible Bond ETF Profile
The iShares Convertible Bond ETF (ICVT) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund tracks an index of USD-denominated convertible bonds weighted by market value. The index contains only cash-pay convertibles and excludes mandatory and preferred convertibles. ICVT was launched on Jun 2, 2015 and is managed by BlackRock.
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