Purchases and Sales Made in Q2 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 Q2 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
Aug 09, 2022 Q2 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
21K
New
$1.43M - $1.78M
21K $1.79M
Aug 05, 2022 Q2 2022
Amg National Trust Bank

BUY
 -
20.7K
+ 27.42%
$1.41M - $1.75M
96.3K $8.23M
Aug 08, 2022 Q2 2022
Merit Financial Group, LLC

BUY
 -
20.2K
New
$1.38M - $1.71M
20.2K $1.73M
Mar 11, 2024 Q2 2022
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
20K
+ 489.53%
$1.36M - $1.69M
24K $2.05M
Jul 27, 2022 Q2 2022
West Wealth Group, LLC

BUY
 -
19.9K
+ 669.33%
$1.36M - $1.69M
22.9K $1.96M
Jul 22, 2022 Q2 2022
Stratos Wealth Advisors, LLC

BUY
 -
19.7K
New
$1.34M - $1.67M
19.7K $1.68M
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
19.6K
+ 49.03%
$1.33M - $1.65M
59.4K $5.08M
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

BUY
 -
18.7K
New
$1.28M - $1.58M
18.7K $1.6M
Aug 05, 2022 Q2 2022
Buttonwood Financial Group, LLC

BUY
 -
18.6K
+ 102.1%
$1.27M - $1.57M
36.8K $3.14M
Jul 26, 2022 Q2 2022
Tri Star Advisors Inc.

BUY
 -
18.1K
+ 120.89%
$1.23M - $1.53M
33K $2.82M
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
17.3K
+ 198.67%
$1.18M - $1.46M
26K $2.22M
Jul 29, 2022 Q2 2022
Spectrum Management Group, LLC

BUY
 -
17.2K
+ 1071.33%
$1.17M - $1.46M
18.8K $1.61M
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

BUY
 -
16.6K
+ 1688.03%
$1.13M - $1.41M
17.6K $1.51M
Aug 03, 2022 Q2 2022
Keystone Financial Services

BUY
 -
16.6K
New
$1.13M - $1.41M
16.6K $1.42M
Aug 05, 2022 Q2 2022
Financial Gravity Asset Management, Inc.

BUY
 -
16K
+ 98.31%
$1.09M - $1.36M
32.3K $2.76M
Jul 13, 2022 Q2 2022
Hya Advisors, Inc

BUY
 -
15.7K
New
$1.07M - $1.33M
15.7K $1.34M
Aug 01, 2022 Q2 2022
Calamos Wealth Management LLC

BUY
 -
14.7K
New
$1M - $1.25M
14.7K $1.26M
Aug 05, 2022 Q2 2022
Bay Harbor Wealth Management, LLC

BUY
 -
14.3K
+ 632.13%
$976K - $1.21M
16.6K $1.42M
Aug 01, 2022 Q2 2022
Shore Haven Wealth Partners, LLC

BUY
 -
14.2K
New
$970K - $1.21M
14.2K $1.22M
Aug 10, 2022 Q2 2022
Nwam LLC

Mercer Island, WA
BUY
 -
14.1K
+ 423.43%
$958K - $1.19M
17.4K $1.49M
Aug 08, 2022 Q2 2022
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
14K
+ 24.93%
$951K - $1.18M
70K $5.98M
Aug 11, 2022 Q2 2022
Invst, LLC

Indianapolis, IN
BUY
 -
13.6K
New
$924K - $1.15M
13.6K $1.16M
Aug 15, 2022 Q2 2022
Wealth Alliance

Mellville, NY
BUY
 -
13.5K
New
$921K - $1.14M
13.5K $1.16M
Aug 10, 2022 Q2 2022
Eq LLC

Mercer Island, WA
BUY
 -
12.9K
New
$878K - $1.09M
12.9K $1.1M
Jul 24, 2024 Q2 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
12.5K
New
$850K - $1.06M
12.5K $1.07M
Aug 09, 2022 Q2 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
12.5K
+ 24.55%
$848K - $1.05M
63.2K $5.4M
Jul 11, 2022 Q2 2022
Brookstone Capital Management

BUY
 -
12.4K
+ 195.05%
$845K - $1.05M
18.8K $1.6M
Aug 05, 2022 Q2 2022
Clearview Wealth Advisors LLC

BUY
 -
12.1K
+ 742.45%
$820K - $1.02M
13.7K $1.17M
Jul 27, 2022 Q2 2022
Sheets Smith Wealth Management

BUY
 -
11.9K
New
$809K - $1.01M
11.9K $1.01M
Jul 27, 2022 Q2 2022
Cardinal Strategic Wealth Guidance

BUY
 -
11.6K
+ 88.09%
$790K - $982K
24.8K $2.12M
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
11.5K
+ 241.35%
$781K - $971K
16.2K $1.39M
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
11.4K
+ 95.15%
$779K - $968K
23.5K $2M
Aug 11, 2022 Q2 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
11.4K
+ 309.29%
$773K - $961K
15K $1.28M
Aug 15, 2022 Q2 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
11.4K
+ 157.06%
$773K - $961K
18.6K $1.59M
Jul 27, 2022 Q2 2022
Cypress Wealth Services, LLC

BUY
 -
11.3K
New
$769K - $956K
11.3K $966K
Jul 15, 2022 Q2 2022
Spectrum Planning & Advisory Services Inc.

BUY
 -
11.1K
New
$755K - $939K
11.1K $948K
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
10.7K
New
$731K - $909K
10.7K $918K
Aug 04, 2022 Q2 2022
Van Hulzen Asset Management, LLC

BUY
 -
10.4K
+ 223.07%
$709K - $881K
15.1K $1.29M
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
10.4K
New
$708K - $880K
10.4K $888K
Aug 09, 2022 Q2 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
10.3K
New
$701K - $871K
10.3K $880K
Jul 22, 2022 Q2 2022
Truist Financial Corp

BUY
 -
10.3K
+ 21.85%
$700K - $870K
57.3K $4.9M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
9.1K
+ 8.7%
$620K - $770K
114K $9.71M
Jul 22, 2022 Q2 2022
Lvw Advisors, LLC

BUY
 -
9.04K
New
$616K - $765K
9.04K $773K
Aug 12, 2022 Q2 2022
Summit X, LLC

Chesterfield, MO
BUY
 -
8.95K
New
$609K - $757K
8.95K $765K
Aug 12, 2022 Q2 2022
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
8.28K
New
$564K - $701K
8.28K $708K
Jul 13, 2022 Q2 2022
Keystone Wealth Services, LLC

BUY
 -
8.22K
New
$560K - $696K
8.22K $703K
Aug 12, 2022 Q2 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
8.2K
New
$558K - $694K
8.2K $700K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
8.1K
New
$551K - $685K
8.1K $692K
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
7.66K
New
$521K - $648K
7.66K $654K

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