Institutional Ownership Ishares Tr Convertible Bond Et (ICVT)
This table provides information about the institutional ownership of Ishares Tr Convertible Bond Et (ICVT). We have compiled data on the 323 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.27 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
101
shares
|
$8,211
0.01% of portfolio
|
Q1 2024
Reduced 19.2%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
86
shares
|
$6,991
0.0% of portfolio
|
Q2 2024
New holding
|
|
Webster Bank, N. A.
|
Jul 12, 2024 Q2 2024 |
85
shares
|
$6,910
0.0% of portfolio
|
Q2 2024
Added 18.06%
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
85
shares
|
$6,910
0.02% of portfolio
|
Q2 2022
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
74
shares
|
$6,016
0.0% of portfolio
|
Q2 2024
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
70
shares
|
$5,691
0.0% of portfolio
|
Q2 2023
New holding
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
63
shares
|
$5,121
0.0% of portfolio
|
Q2 2024
Added 28.57%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
50
shares
|
$4,065
0.0% of portfolio
|
Q1 2023
New holding
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
48
shares
|
$3,902
0.0% of portfolio
|
Q2 2024
New holding
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 12, 2024 Q2 2024 |
46
shares
|
$3,739
0.0% of portfolio
|
Q2 2024
New holding
|
|
Washington Trust CO
|
Jul 15, 2024 Q2 2024 |
41
shares
|
$3,333
0.0% of portfolio
|
Q2 2024
Reduced 84.35%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Jul 31, 2024 Q2 2024 |
37
shares
|
$3,008
0.0% of portfolio
|
Q3 2023
Reduced 1.92%
|
|
Bank Of New Hampshire
|
Jul 01, 2024 Q2 2024 |
33
shares
|
$2,682
0.0% of portfolio
|
Q1 2024
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
24
shares
|
$1,951
0.0% of portfolio
|
Q2 2024
New holding
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
23
shares
|
$1,869
0.0% of portfolio
|
Q2 2024
Reduced 85.35%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
6
shares
|
$487
0.0% of portfolio
|
Q2 2024
Reduced 98.09%
|
|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
5
shares
|
$406
0.0% of portfolio
|
Q2 2024
New holding
|
|
American National Bank
|
Jul 23, 2024 Q2 2024 |
4
shares
|
$325
0.0% of portfolio
|
Q2 2024
New holding
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
1
shares
|
$81
0.0% of portfolio
|
Q4 2023
Reduced 93.75%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
1
shares
|
$81
0.0% of portfolio
|
Q3 2023
New holding
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|