Purchases and Sales Made in Q2 2021 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 Q2 2021. 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
Aug 13, 2021 Q2 2021
Steward Partners Investment Advisory, LLC

BUY
 -
1.82K
+ 4.71%
$169K - $188K
40.4K $3.45M
May 15, 2024 Q2 2021
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
1.74K
+ 23.55%
$161K - $179K
9.11K $779K
Aug 06, 2021 Q2 2021
J.W. Cole Advisors, Inc.

BUY
 -
1.46K
+ 14.2%
$135K - $151K
11.7K $1M
Aug 03, 2021 Q2 2021
Mv Capital Management, Inc.

BUY
 -
1.27K
+ 3.03%
$118K - $131K
43.2K $3.69M
Aug 02, 2021 Q2 2021
Allworth Financial LP

BUY
 -
1.26K
+ 2.9%
$117K - $130K
44.7K $3.82M
Jul 30, 2021 Q2 2021
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
1.25K
+ 33.36%
$116K - $129K
5K $427K
Aug 11, 2021 Q2 2021
Financial Gravity Asset Management, Inc.

BUY
 -
1.14K
+ 3.24%
$106K - $117K
36.2K $3.09M
Aug 10, 2021 Q2 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.09K
+ 237.09%
$101K - $113K
1.55K $133K
Aug 16, 2021 Q2 2021
Truist Financial Corp

BUY
 -
1.09K
+ 2.66%
$101K - $113K
42.1K $3.59M
Aug 10, 2021 Q2 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
1.06K
+ 3.91%
$98.2K - $109K
28.1K $2.4M
Aug 03, 2021 Q2 2021
Baldrige Asset Management LLC

BUY
 -
1.05K
+ 5.72%
$97.4K - $108K
19.4K $1.66M
Aug 10, 2021 Q2 2021
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
1.02K
+ 23.37%
$94.2K - $105K
5.36K $458K
Aug 13, 2021 Q2 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
918
+ 40.33%
$85.2K - $94.9K
3.19K $273K
Jul 26, 2021 Q2 2021
Signaturefd, LLC

Atlanta, GA
BUY
 -
908
New
$84.3K - $93.8K
908 $77.6K
Aug 03, 2021 Q2 2021
Oppenheimer & CO Inc

New York, NY
BUY
 -
876
+ 5.5%
$81.3K - $90.5K
16.8K $1.43M
Aug 13, 2021 Q2 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
757
New
$70.2K - $78.2K
757 $64.7K
Sep 07, 2021 Q2 2021
Newbridge Financial Services Group, Inc.

BUY
 -
745
+ 3.53%
$69.1K - $77K
21.8K $1.86M
Aug 10, 2021 Q2 2021
Financial Architects, Inc

Marlton, NJ
BUY
 -
607
+ 2.74%
$56.3K - $62.7K
22.7K $1.94M
Jul 28, 2021 Q2 2021
Arkadios Wealth Advisors

BUY
 -
580
+ 145.0%
$53.8K - $59.9K
980 $83.7K
Aug 11, 2021 Q2 2021
Banque Cantonale Vaudoise

BUY
 -
561
+ 34.91%
$52.1K - $58K
2.17K $185K
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
554
New
$51.4K - $57.2K
554 $47.3K
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
542
+ 7.54%
$50.3K - $56K
7.73K $660K
Aug 16, 2021 Q2 2021
Baker Avenue Asset Management, LP

BUY
 -
520
+ 0.59%
$48.3K - $53.7K
88K $7.52M
Aug 06, 2021 Q2 2021
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
440
+ 41.51%
$40.8K - $45.5K
1.5K $128K
Jul 21, 2021 Q2 2021
Outlook Wealth Advisors, LLC

BUY
 -
372
+ 3.33%
$34.5K - $38.4K
11.5K $985K
Aug 13, 2021 Q2 2021
Lincoln National Corp

BUY
 -
353
+ 16.88%
$32.8K - $36.5K
2.44K $209K
Aug 16, 2021 Q2 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
332
+ 2.97%
$30.8K - $34.3K
11.5K $983K
Aug 12, 2021 Q2 2021
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
308
+ 5.69%
$28.6K - $31.8K
5.72K $489K
Aug 02, 2021 Q2 2021
Mc Adam, LLC

BUY
 -
235
+ 10.22%
$21.8K - $24.3K
2.53K $217K
Aug 12, 2021 Q2 2021
Running Point Capital Advisors, LLC

BUY
 -
200
New
$18.6K - $20.7K
200 $17.1K
Aug 05, 2021 Q2 2021
B&D White Capital Company, LLC

BUY
 -
198
+ 0.42%
$18.4K - $20.5K
47K $4.02M
Aug 13, 2021 Q2 2021
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
184
+ 7.19%
$17.1K - $19K
2.74K $234K
Aug 12, 2021 Q2 2021
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
151
New
$14K - $15.6K
151 $12.9K
Jul 14, 2021 Q2 2021
Foundations Investment Advisors, LLC

BUY
 -
117
+ 5.21%
$10.9K - $12.1K
2.36K $202K
Aug 04, 2021 Q2 2021
Creative Planning

Overland Park, KS
BUY
 -
106
+ 3.15%
$9.84K - $11K
3.48K $297K
Jul 19, 2021 Q2 2021
Sargent Bickham Lagudis LLC

BUY
 -
99
+ 3.36%
$9.19K - $10.2K
3.05K $261K
Jul 29, 2021 Q2 2021
Avantax Advisory Services, Inc.

BUY
 -
98
+ 2.37%
$9.09K - $10.1K
4.24K $362K
Aug 12, 2021 Q2 2021
Simplex Trading, LLC

BUY
 -
87
New
$8.07K - $8.99K
87 $7.43K
Aug 03, 2021 Q2 2021
Compass Financial Group, Inc.

BUY
 -
82
+ 0.26%
$7.61K - $8.47K
32.1K $2.74M
Jul 27, 2021 Q2 2021
Capital Investment Advisory Services, LLC

BUY
 -
67
New
$6.22K - $6.92K
67 $5.72K
Jul 20, 2021 Q2 2021
First Command Advisory Services, Inc.

BUY
 -
54
New
$5.01K - $5.58K
54 $4.61K
Aug 06, 2021 Q2 2021
Parallel Advisors, LLC

BUY
 -
50
New
$4.64K - $5.17K
50 $4.27K
Nov 09, 2023 Q2 2021
Brewin Dolphin LTD

London, X0
BUY
 -
41
New
$3.8K - $4.24K
41 $3.5K
Aug 13, 2021 Q2 2021
Ubs Group Ag

BUY
 -
20
New
$1.86K - $2.07K
20 $1.71K
Aug 12, 2021 Q2 2021
Insight Advisors, LLC

Newtown, PA
BUY
 -
4
+ 0.11%
$371 - $413
3.63K $310K
Aug 09, 2021 Q2 2021
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
3
+ 0.18%
$278 - $310
1.64K $140K
Aug 02, 2021 Q2 2021
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
2
+ 0.26%
$186 - $207
779 $66.6K
Jul 13, 2021 Q2 2021
Global Trust Asset Management, LLC

BUY
 -
1
+ 0.97%
$92.8 - $103
104 $8.89K
Jul 14, 2021 Q2 2021
Pflug Koory, LLC

BUY
 -
1
+ 0.02%
$92.8 - $103
5.73K $489K

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