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
Jul 13, 2022 Q2 2022
Sargent Bickham Lagudis LLC

BUY
 -
2.21K
+ 742.62%
$151K - $187K
2.51K $215K
Aug 12, 2022 Q2 2022
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
2.19K
+ 89.15%
$149K - $186K
4.65K $398K
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
2.16K
+ 33.14%
$147K - $183K
8.67K $741K
Jul 28, 2022 Q2 2022
True Private Wealth Advisors

BUY
 -
2.09K
+ 67.41%
$142K - $176K
5.18K $442K
Aug 08, 2022 Q2 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
2.05K
+ 23.99%
$140K - $173K
10.6K $905K
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.97K
New
$134K - $166K
1.97K $168K
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
1.89K
+ 41.06%
$129K - $160K
6.5K $555K
Jul 14, 2022 Q2 2022
Windsor Capital Management, LLC

BUY
 -
1.88K
+ 52.18%
$128K - $159K
5.48K $468K
Jul 26, 2022 Q2 2022
Fin Trust Capital Advisors, LLC

BUY
 -
1.86K
+ 44.23%
$126K - $157K
6.05K $517K
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
1.68K
+ 5.16%
$115K - $142K
34.3K $2.93M
Aug 15, 2022 Q2 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1.56K
+ 213.82%
$106K - $132K
2.29K $196K
Jul 22, 2022 Q2 2022
Financial Connections Group, Inc.

BUY
 -
1.46K
New
$99.1K - $123K
1.46K $124K
Aug 02, 2022 Q2 2022
Campbell Wealth Management

BUY
 -
1.44K
+ 18.83%
$98.3K - $122K
9.11K $779K
Aug 30, 2022 Q2 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
1.43K
+ 882.1%
$97.3K - $121K
1.59K $136K
Jul 12, 2022 Q2 2022
Calton & Associates, Inc.

BUY
 -
1.26K
+ 35.74%
$86.1K - $107K
4.8K $410K
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

BUY
 -
1.26K
+ 4648.15%
$85.4K - $106K
1.28K $110K
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
1.15K
New
$78K - $96.9K
1.15K $97.8K
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

BUY
 -
1.09K
+ 31.8%
$74.1K - $92.1K
4.51K $385K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.01K
+ 204.25%
$68.7K - $85.4K
1.5K $128K
Aug 09, 2022 Q2 2022
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
920
+ 44.02%
$62.6K - $77.8K
3.01K $257K
Aug 09, 2022 Q2 2022
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
833
+ 5.75%
$56.7K - $70.5K
15.3K $1.31M
Jul 19, 2022 Q2 2022
Lion Street Advisors, LLC

BUY
 -
820
+ 29.63%
$55.8K - $69.4K
3.59K $306K
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
740
+ 187.34%
$50.4K - $62.6K
1.14K $97K
Aug 01, 2022 Q2 2022
Ever Source Wealth Advisors, LLC

BUY
 -
657
+ 1194.55%
$44.7K - $55.6K
712 $60.8K
Aug 09, 2022 Q2 2022
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
651
+ 9.99%
$44.3K - $55.1K
7.17K $613K
Jul 11, 2022 Q2 2022
Prosperity Planning, Inc.

BUY
 -
561
New
$38.2K - $47.5K
561 $47.9K
Jul 22, 2022 Q2 2022
Kcs Wealth Advisory

BUY
 -
559
+ 5.07%
$38.1K - $47.3K
11.6K $990K
Aug 12, 2022 Q2 2022
O'Rourke & Company, Inc

Boston, MA
BUY
 -
500
+ 8.28%
$34K - $42.3K
6.54K $558K
Jul 15, 2022 Q2 2022
Mc Adam, LLC

BUY
 -
476
+ 11.65%
$32.4K - $40.3K
4.56K $390K
Jul 15, 2022 Q2 2022
Rosenberg Matthew Hamilton

BUY
 -
470
+ 6714.29%
$32K - $39.8K
477 $40.8K
Aug 16, 2022 Q2 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
445
+ 7.06%
$30.3K - $37.7K
6.75K $576K
Jul 26, 2022 Q2 2022
Key F Inancial Inc

BUY
 -
444
+ 2.11%
$30.2K - $37.6K
21.4K $1.83M
Jul 21, 2022 Q2 2022
Aurora Private Wealth, Inc.

BUY
 -
428
+ 16.67%
$29.1K - $36.2K
3K $256K
Jul 26, 2022 Q2 2022
Independent Wealth Network Inc.

BUY
 -
392
+ 10.08%
$26.7K - $33.2K
4.28K $366K
Aug 08, 2022 Q2 2022
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
352
+ 4.37%
$24K - $29.8K
8.41K $719K
Oct 11, 2022 Q2 2022
Wealth Alliance

Mellville, NY
BUY
 -
347
+ 2.56%
$23.6K - $29.4K
13.9K $1.19M
Aug 15, 2022 Q2 2022
Guggenheim Capital LLC

Chicago, IL
BUY
 -
339
+ 3.22%
$23.1K - $28.7K
10.9K $929K
Aug 03, 2022 Q2 2022
Assetmark, Inc

BUY
 -
313
New
$21.3K - $26.5K
313 $26.7K
Oct 17, 2024 Q2 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
295
+ 156.08%
$20.1K - $25K
484 $41.4K
Jul 28, 2022 Q2 2022
Whittier Trust CO

BUY
 -
270
New
$18.4K - $22.8K
270 $23.1K
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
269
+ 2.67%
$18.3K - $22.8K
10.3K $883K
Jul 28, 2022 Q2 2022
Professional Financial Advisors, LLC

BUY
 -
237
New
$16.1K - $20.1K
237 $20.2K
Aug 15, 2022 Q2 2022
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
185
New
$12.6K - $15.7K
185 $15.8K
Aug 08, 2022 Q2 2022
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
137
+ 0.09%
$9.33K - $11.6K
149K $12.7M
Aug 15, 2022 Q2 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
136
+ 234.48%
$9.26K - $11.5K
194 $16.6K
Aug 11, 2022 Q2 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
124
+ 0.29%
$8.44K - $10.5K
42.8K $3.65M
Aug 02, 2022 Q2 2022
Crewe Advisors LLC

BUY
 -
122
+ 21.07%
$8.31K - $10.3K
701 $59.9K
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
100
New
$6.81K - $8.46K
100 $8.54K
Aug 02, 2022 Q2 2022
Hudock, Inc.

BUY
 -
92
New
$6.26K - $7.78K
92 $7.86K

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