Purchases and Sales Made in Q1 2025 in Ishares Tr Convertible Bond Et (ICVT)
This table provides information about the institutional ownership of Ishares Tr Convertible Bond Et (ICVT) during Q1 2025. 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 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
29.3K+ 1106.83% |
$2.44M - $2.62M
|
32K
$2.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
21.4K+ 498.81% |
$1.78M - $1.91M
|
25.7K
$2.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.38KNew |
$697K - $748K
|
8.38K
$685K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.91KNew |
$574K - $616K
|
6.91K
$565K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.06KNew |
$255K - $273K
|
3.06K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.82K+ 2.33% |
$152K - $163K
|
80.1K
$6.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.74K+ 24.94% |
$145K - $156K
|
8.74K
$714K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.48K+ 1.17% |
$123K - $132K
|
129K
$10.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.26K+ 31.14% |
$104K - $112K
|
5.29K
$433K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.11K+ 18.87% |
$92K - $98.7K
|
6.97K
$570K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
957+ 10.78% |
$79.6K - $85.4K
|
9.84K
$804K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
617+ 17.62% |
$51.3K - $55.1K
|
4.12K
$337K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
448+ 14.43% |
$37.3K - $40K
|
3.55K
$290K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
357+ 11.27% |
$29.7K - $31.9K
|
3.52K
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
253+ 0.52% |
$21K - $22.6K
|
49.1K
$4.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
154+ 1.89% |
$12.8K - $13.7K
|
8.31K
$680K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
130+ 1.21% |
$10.8K - $11.6K
|
10.8K
$887K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
69+ 28.28% |
$5.74K - $6.16K
|
313
$25.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
64+ 0.51% |
$5.32K - $5.71K
|
12.7K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
44+ 1.65% |
$3.66K - $3.93K
|
2.71K
$222K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
29+ 0.26% |
$2.41K - $2.59K
|
11.3K
$921K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
15+ 0.43% |
$1.25K - $1.34K
|
3.54K
$289K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.22% |
$166 - $179
|
899
$73.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 0.91% |
$166 - $179
|
218
$17.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-37- 19.58% |
$3.08K - $3.3K
|
152
$12.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-108- 0.95% |
$8.98K - $9.64K
|
11.3K
$921K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-171- 3.01% |
$14.2K - $15.3K
|
5.5K
$450K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-365- 0.9% |
$30.4K - $32.6K
|
40.4K
$3.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-393- 3.33% |
$32.7K - $35.1K
|
11.4K
$933K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-654- 8.12% |
$54.4K - $58.4K
|
7.4K
$605K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.44K- 5.96% |
$203K - $217K
|
38.4K
$3.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.85K- 5.44% |
$320K - $343K
|
66.9K
$5.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-9.1K- 28.86% |
$757K - $812K
|
22.4K
$1.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-207K- 46.59% |
$17.2M - $18.4M
|
237K
$19.4M
|