Purchases and Sales Made in Q1 2023 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 2023. 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
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
2.28K
+ 1.54%
$158K - $171K
151K $12.9M
May 11, 2023 Q1 2023
Aletheian Wealth Advisors LLC

BUY
 -
1.51K
+ 41.85%
$104K - $113K
5.1K $436K
Apr 10, 2023 Q1 2023
Windsor Capital Management, LLC

BUY
 -
1.38K
+ 19.61%
$95.5K - $103K
8.4K $718K
Apr 19, 2023 Q1 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
1.14K
+ 17.59%
$79.3K - $85.9K
7.65K $653K
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
1.02K
+ 4.76%
$71K - $76.9K
22.5K $1.92M
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
1.02K
+ 24.57%
$70.4K - $76.3K
5.15K $440K
Apr 10, 2023 Q1 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
928
+ 2.73%
$64.3K - $69.7K
35K $2.99M
Apr 19, 2023 Q1 2023
Calton & Associates, Inc.

BUY
 -
886
+ 19.35%
$61.4K - $66.5K
5.46K $467K
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
665
+ 2.92%
$46.1K - $49.9K
23.4K $2M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
610
New
$42.3K - $45.8K
610 $52.1K
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
560
+ 16.91%
$38.8K - $42.1K
3.87K $331K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
547
New
$37.9K - $41.1K
547 $46.7K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
485
+ 351.45%
$33.6K - $36.4K
623 $53.2K
May 09, 2023 Q1 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
352
+ 10.74%
$24.4K - $26.4K
3.63K $310K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
342
New
$23.7K - $25.7K
342 $29.2K
May 12, 2023 Q1 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
298
+ 5.64%
$20.7K - $22.4K
5.58K $477K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
267
+ 1.32%
$18.5K - $20.1K
20.5K $1.75M
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
249
+ 672.97%
$17.3K - $18.7K
286 $24.4K
May 15, 2023 Q1 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
207
+ 3.71%
$14.3K - $15.5K
5.79K $495K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
200
New
$13.9K - $15K
200 $17.1K
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
165
+ 20.07%
$11.4K - $12.4K
987 $84.3K
May 12, 2023 Q1 2023
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
160
+ 4.64%
$11.1K - $12K
3.61K $308K
May 01, 2023 Q1 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
135
New
$9.36K - $10.1K
135 $11.5K
Apr 20, 2023 Q1 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
117
+ 1.63%
$8.11K - $8.79K
7.28K $622K
May 15, 2023 Q1 2023
Values First Advisors, Inc.

BUY
 -
115
New
$7.97K - $8.64K
115 $9.83K
May 09, 2023 Q1 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
69
New
$4.78K - $5.18K
69 $5.9K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
64
+ 1.44%
$4.44K - $4.81K
4.5K $384K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
50
New
$3.47K - $3.76K
50 $4.27K
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
29
New
$2.01K - $2.18K
29 $2.48K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
28
New
$1.94K - $2.1K
28 $2.39K
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
22
New
$1.53K - $1.65K
22 $1.88K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
20
+ 6.19%
$1.39K - $1.5K
343 $29.3K
Apr 21, 2023 Q1 2023
Harbor Investment Advisory, LLC

BUY
 -
14
+ 0.62%
$970 - $1.05K
2.27K $194K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
4
+ 0.06%
$277 - $300
6.9K $590K
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
2
+ 0.06%
$139 - $150
3.12K $267K
Apr 20, 2023 Q1 2023
Pflug Koory, LLC

BUY
 -
1
+ 0.02%
$69.3 - $75.1
4.69K $400K
May 09, 2023 Q1 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
1
+ 0.07%
$69.3 - $75.1
1.34K $115K
May 04, 2023 Q1 2023
Washington Trust CO

BUY
 -
0
New
$0 - $0
0 $0
May 15, 2023 Q1 2023
Goodwin Investment Advisory

Woodstock, GA
SELL
 -
-4
- 1.38%
$277 - $300
285 $24.4K
May 15, 2023 Q1 2023
Fortis Capital Advisors, LLC

Reno, NV
SELL
 -
-6
- 3.33%
$416 - $451
174 $14.9K
Apr 06, 2023 Q1 2023
Aurora Private Wealth, Inc.

SELL
 -
-11
- 0.37%
$763 - $826
2.98K $254K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-13
Closed
$901 - $976
0 $0
Apr 20, 2023 Q1 2023
Beacon Capital Management, LLC

SELL
 -
-18
- 8.0%
$1.25K - $1.35K
207 $17.7K
May 12, 2023 Q1 2023
Crewe Advisors LLC

SELL
 -
-49
- 7.4%
$3.4K - $3.68K
613 $52.4K
May 03, 2023 Q1 2023
Element Wealth, LLC

SELL
 -
-55
- 2.58%
$3.81K - $4.13K
2.08K $178K
Apr 17, 2023 Q1 2023
Gradient Investments LLC

SELL
 -
-62
- 28.97%
$4.3K - $4.66K
152 $13K
May 26, 2023 Q1 2023
Fortis Group Advisors, LLC

Westwood, NJ
SELL
 -
-102
Closed
$7.07K - $7.66K
0 $0
May 15, 2024 Q1 2023
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-134
- 12.65%
$9.29K - $10.1K
925 $79K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-199
- 2.19%
$13.8K - $14.9K
8.9K $761K

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