Insight Wealth Strategies LLC Buys New Position in iShares Convertible Bond ETF (BATS:ICVT)

Insight Wealth Strategies LLC purchased a new stake in iShares Convertible Bond ETF (BATS:ICVTFree Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 127,277 shares of the company’s stock, valued at approximately $10,815,000. iShares Convertible Bond ETF comprises about 1.5% of Insight Wealth Strategies LLC’s holdings, making the stock its 19th biggest holding. Insight Wealth Strategies LLC owned approximately 0.53% of iShares Convertible Bond ETF as of its most recent SEC filing.

Several other large investors have also bought and sold shares of ICVT. EverSource Wealth Advisors LLC lifted its position in shares of iShares Convertible Bond ETF by 210.6% during the second quarter. EverSource Wealth Advisors LLC now owns 323 shares of the company’s stock valued at $26,000 after purchasing an additional 219 shares in the last quarter. LGT Financial Advisors LLC lifted its position in shares of iShares Convertible Bond ETF by 45.3% during the 3rd quarter. LGT Financial Advisors LLC now owns 526 shares of the company’s stock worth $44,000 after buying an additional 164 shares in the last quarter. Mattson Financial Services LLC bought a new position in shares of iShares Convertible Bond ETF during the 2nd quarter worth approximately $61,000. Brown Financial Advisors bought a new position in shares of iShares Convertible Bond ETF in the second quarter valued at approximately $95,000. Finally, First Horizon Advisors Inc. grew its holdings in shares of iShares Convertible Bond ETF by 25.7% in the third quarter. First Horizon Advisors Inc. now owns 1,535 shares of the company’s stock valued at $129,000 after acquiring an additional 314 shares in the last quarter.

iShares Convertible Bond ETF Stock Performance

iShares Convertible Bond ETF stock traded up $1.27 during mid-day trading on Monday, reaching $86.29. 109,105 shares of the company’s stock were exchanged. The business’s fifty day simple moving average is $86.89 and its 200 day simple moving average is $83.00. iShares Convertible Bond ETF has a one year low of $50.43 and a one year high of $58.18.

iShares Convertible Bond ETF Company Profile

(Free Report)

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.

See Also

Want to see what other hedge funds are holding ICVT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Convertible Bond ETF (BATS:ICVTFree Report).

Institutional Ownership by Quarter for iShares Convertible Bond ETF (BATS:ICVT)

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