Purchases and Sales Made in Q1 2022 in Ishares Tr Convertible Bond Et (ICVT)

ICVT Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Convertible Bond Et (ICVT) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR CONVERTIBLE BOND ET.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 22, 2022 Q1 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
2.76K
+ 472.48%
$214K - $247K
3.35K $284K
Apr 26, 2022 Q1 2022
Baldrige Asset Management LLC

BUY
 -
2.73K
+ 14.47%
$211K - $243K
21.6K $1.83M
Sep 07, 2022 Q1 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
2.68K
New
$207K - $239K
2.68K $227K
May 11, 2022 Q1 2022
Bms Financial Advisors, LLC

BUY
 -
2.65K
New
$205K - $237K
2.65K $225K
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
2.63K
+ 51.76%
$203K - $234K
7.7K $653K
Apr 20, 2022 Q1 2022
Transcend Capital Advisors, LLC

BUY
 -
2.48K
New
$192K - $221K
2.48K $210K
May 13, 2022 Q1 2022
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
2.46K
New
$191K - $220K
2.46K $209K
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
2.06K
+ 139.01%
$159K - $184K
3.54K $300K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.96K
+ 3.1%
$151K - $175K
65K $5.51M
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

BUY
 -
1.86K
New
$144K - $166K
1.86K $158K
May 05, 2022 Q1 2022
Spectrum Management Group, LLC

BUY
 -
1.61K
New
$125K - $144K
1.61K $137K
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
1.59K
+ 52.67%
$123K - $142K
4.61K $391K
May 10, 2022 Q1 2022
Northwest Capital Management Inc

BUY
 -
1.58K
+ 63.08%
$123K - $141K
4.1K $348K
Apr 11, 2022 Q1 2022
Stewardship Advisors, LLC

BUY
 -
1.47K
+ 1.84%
$114K - $131K
81.3K $6.91M
May 10, 2022 Q1 2022
Lebenthal Global Advisors, LLC

BUY
 -
1.42K
+ 5.7%
$110K - $127K
26.3K $2.23M
May 16, 2022 Q1 2022
Baker Avenue Asset Management, LP

BUY
 -
1.22K
+ 1.37%
$94.2K - $109K
89.8K $7.63M
May 09, 2022 Q1 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
1.18K
+ 31.72%
$91.7K - $106K
4.92K $417K
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
1.14K
New
$87.9K - $101K
1.14K $96.4K
Apr 21, 2022 Q1 2022
Private Capital Group, LLC

BUY
 -
1.02K
+ 601.76%
$79.2K - $91.3K
1.19K $101K
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

BUY
 -
986
New
$76.4K - $88K
986 $83.7K
Apr 07, 2022 Q1 2022
Mc Adam, LLC

BUY
 -
932
+ 29.55%
$72.2K - $83.2K
4.09K $347K
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
865
+ 54.06%
$67K - $77.2K
2.47K $209K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
803
New
$62.2K - $71.7K
803 $68.2K
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
BUY
 -
800
New
$62K - $71.4K
800 $67.9K
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
740
+ 6.56%
$57.3K - $66.1K
12K $1.02M
May 16, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
731
New
$56.6K - $65.3K
731 $62.1K
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
727
+ 2.24%
$56.3K - $64.9K
33.1K $2.81M
Apr 27, 2022 Q1 2022
Key F Inancial Inc

BUY
 -
687
+ 3.38%
$53.2K - $61.3K
21K $1.78M
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
668
+ 2.09%
$51.7K - $59.6K
32.6K $2.77M
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
662
+ 16.18%
$51.3K - $59.1K
4.75K $404K
May 13, 2022 Q1 2022
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
651
+ 11.09%
$50.4K - $58.1K
6.52K $553K
May 12, 2022 Q1 2022
Archer Investment Corp

BUY
 -
631
+ 6.14%
$48.9K - $56.3K
10.9K $926K
Apr 27, 2022 Q1 2022
Crewe Advisors LLC

BUY
 -
579
New
$44.8K - $51.7K
579 $49.2K
May 10, 2022 Q1 2022
Avidian Wealth Solutions, LLC

BUY
 -
560
+ 18.11%
$43.4K - $50K
3.65K $310K
Jul 28, 2022 Q1 2022
Outlook Wealth Advisors, LLC

BUY
 -
551
+ 5.64%
$42.7K - $49.2K
10.3K $875K
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
518
+ 8.64%
$40.1K - $46.3K
6.51K $553K
May 16, 2022 Q1 2022
Colony Group LLC

Boston, MA
BUY
 -
423
+ 18.12%
$32.8K - $37.8K
2.76K $234K
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
403
+ 5.24%
$31.2K - $36K
8.1K $688K
May 03, 2022 Q1 2022
Fin Trust Capital Advisors, LLC

BUY
 -
318
+ 8.2%
$24.6K - $28.4K
4.2K $356K
May 03, 2022 Q1 2022
Modera Wealth Management, LLC

BUY
 -
314
+ 8.25%
$24.3K - $28K
4.12K $350K
Apr 19, 2022 Q1 2022
Farmers & Merchants Investments Inc

BUY
 -
300
+ 120.0%
$23.2K - $26.8K
550 $46.7K
Apr 11, 2022 Q1 2022
Ridgewood Investments LLC

BUY
 -
265
+ 7.02%
$20.5K - $23.7K
4.04K $343K
Apr 20, 2022 Q1 2022
Independent Wealth Network Inc.

BUY
 -
247
+ 6.78%
$19.1K - $22.1K
3.89K $330K
May 16, 2022 Q1 2022
Beacon Capital Management, LLC

BUY
 -
242
New
$18.7K - $21.6K
242 $20.5K
May 03, 2022 Q1 2022
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
221
+ 9.0%
$17.1K - $19.7K
2.68K $227K
Apr 27, 2022 Q1 2022
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
220
+ 3.03%
$17K - $19.6K
7.49K $636K
Apr 28, 2022 Q1 2022
Element Wealth, LLC

BUY
 -
219
New
$17K - $19.6K
219 $18.6K
May 12, 2022 Q1 2022
Running Point Capital Advisors, LLC

BUY
 -
204
New
$15.8K - $18.2K
204 $17.3K
Apr 19, 2022 Q1 2022
Bay Harbor Wealth Management, LLC

BUY
 -
183
+ 8.77%
$14.2K - $16.3K
2.27K $193K

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