Purchases and Sales Made in Q2 2022 in Ishares Tr Convertible Bond Et (ICVT)
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 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.59K+ 163.84% |
$517K - $643K
|
12.2K
$1.04M
|
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
7.51KNew |
$511K - $635K
|
7.51K
$642K
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.42K+ 220.77% |
$505K - $628K
|
10.8K
$921K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.25KNew |
$494K - $614K
|
7.25K
$620K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.25KNew |
$494K - $614K
|
7.25K
$620K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.71KNew |
$457K - $568K
|
6.71K
$574K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.59K+ 663.34% |
$448K - $557K
|
7.58K
$648K
|
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
BUY
|
- |
6.43KNew |
$438K - $544K
|
6.43K
$549K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.28K+ 9.67% |
$428K - $532K
|
71.2K
$6.09M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.17KNew |
$420K - $522K
|
6.17K
$527K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6K+ 66.84% |
$408K - $508K
|
15K
$1.28M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
5.94K+ 318.45% |
$404K - $502K
|
7.8K
$666K
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.91KNew |
$402K - $500K
|
5.91K
$505K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
5.87K+ 4316.18% |
$400K - $497K
|
6.01K
$513K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5.83K+ 58270.0% |
$397K - $493K
|
5.84K
$499K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
5.8KNew |
$395K - $491K
|
5.8K
$496K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.67K+ 44.4% |
$386K - $480K
|
18.4K
$1.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.55KNew |
$378K - $470K
|
5.55K
$475K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
5.5K+ 73.42% |
$374K - $465K
|
13K
$1.11M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.39K+ 147.54% |
$367K - $456K
|
9.04K
$772K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
5.38KNew |
$366K - $455K
|
5.38K
$460K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.21K+ 113.25% |
$355K - $441K
|
9.82K
$839K
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.1KNew |
$347K - $431K
|
5.1K
$435K
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
4.95KNew |
$337K - $419K
|
4.95K
$423K
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.76KNew |
$324K - $402K
|
4.76K
$406K
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
4.76KNew |
$324K - $402K
|
4.76K
$406K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.73KNew |
$322K - $400K
|
4.73K
$404K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.61KNew |
$314K - $390K
|
4.61K
$394K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.32K+ 122.32% |
$294K - $366K
|
7.86K
$671K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.24K+ 96.06% |
$289K - $359K
|
8.66K
$740K
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.19KNew |
$285K - $354K
|
4.19K
$358K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
4.16K+ 70.61% |
$283K - $352K
|
10.1K
$859K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.1KNew |
$279K - $347K
|
4.1K
$350K
|
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.98K+ 54.92% |
$271K - $337K
|
11.2K
$960K
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.97KNew |
$270K - $336K
|
3.97K
$339K
|
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
3.93K+ 96.02% |
$268K - $333K
|
8.03K
$686K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.8KNew |
$259K - $322K
|
3.8K
$325K
|
|
|
Aug 15, 2022
Q2 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.64K+ 9.91% |
$248K - $308K
|
40.3K
$3.45M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.51KNew |
$239K - $297K
|
3.51K
$300K
|
|
|
Aug 15, 2022
Q2 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
3.44K+ 1.97% |
$234K - $291K
|
178K
$15.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
BUY
|
- |
3.29KNew |
$224K - $278K
|
3.29K
$281K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.13KNew |
$213K - $264K
|
3.13K
$267K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.99KNew |
$204K - $253K
|
2.99K
$256K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.96K+ 119.57% |
$202K - $251K
|
5.44K
$465K
|
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.95KNew |
$201K - $250K
|
2.95K
$252K
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.83KNew |
$193K - $239K
|
2.83K
$242K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
2.7KNew |
$184K - $228K
|
2.7K
$231K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.63K+ 106.65% |
$179K - $222K
|
5.09K
$435K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.45K+ 3662.69% |
$167K - $208K
|
2.52K
$215K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.4K+ 13.88% |
$164K - $203K
|
19.7K
$1.69M
|