Purchases and Sales Made in Q2 2023 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 2023. 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, 2023 Q2 2023
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
1.7K
+ 23.45%
$120K - $130K
8.95K $765K
Jul 20, 2023 Q2 2023
Horizon Financial Services, LLC

BUY
 -
1.58K
+ 4.42%
$111K - $120K
37.3K $3.18M
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.55K
+ 6.62%
$110K - $118K
25K $2.13M
Jul 25, 2023 Q2 2023
Bigelow Investment Advisors, LLC

BUY
 -
1.32K
+ 29.25%
$93.1K - $101K
5.83K $498K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.3K
+ 10.99%
$91.9K - $99.4K
13.1K $1.12M
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
1.03K
+ 23.08%
$72.9K - $78.8K
5.5K $470K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
972
+ 2.56%
$68.6K - $74.2K
38.9K $3.33M
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
847
+ 12.27%
$59.8K - $64.7K
7.75K $662K
Jul 19, 2023 Q2 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
847
+ 8.89%
$59.8K - $64.7K
10.4K $887K
Jul 13, 2023 Q2 2023
Windsor Capital Management, LLC

BUY
 -
825
+ 9.82%
$58.3K - $63K
9.23K $788K
Jul 31, 2023 Q2 2023
Provident Wealth Management, LLC

BUY
 -
640
+ 2.0%
$45.2K - $48.9K
32.7K $2.79M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
598
New
$42.2K - $45.7K
598 $51.1K
Aug 02, 2023 Q2 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
579
+ 15.95%
$40.9K - $44.2K
4.21K $360K
Jul 25, 2023 Q2 2023
Onyx Bridge Wealth Group LLC

BUY
 -
528
+ 3.53%
$37.3K - $40.3K
15.5K $1.32M
Jul 21, 2023 Q2 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
476
+ 7.83%
$33.6K - $36.3K
6.56K $560K
Aug 04, 2023 Q2 2023
Advisors Preferred, LLC

Rockville, MD
BUY
 -
446
+ 696.88%
$31.5K - $34.1K
510 $43.6K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
426
+ 1.85%
$30.1K - $32.5K
23.4K $2M
Aug 07, 2023 Q2 2023
Ridgewood Investments LLC

BUY
 -
387
+ 7.51%
$27.3K - $29.6K
5.54K $473K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
371
+ 3.63%
$26.2K - $28.3K
10.6K $906K
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
363
+ 69.81%
$25.6K - $27.7K
883 $75.4K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
359
+ 5.54%
$25.3K - $27.4K
6.84K $585K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
345
New
$24.4K - $26.3K
345 $29.5K
Jul 25, 2023 Q2 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
323
+ 6.73%
$22.8K - $24.7K
5.13K $438K
Jul 13, 2023 Q2 2023
Aletheian Wealth Advisors LLC

BUY
 -
237
+ 4.65%
$16.7K - $18.1K
5.34K $456K
Aug 03, 2023 Q2 2023
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
228
+ 0.69%
$16.1K - $17.4K
33.3K $2.85M
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
224
+ 605.41%
$15.8K - $17.1K
261 $22.3K
Jul 21, 2023 Q2 2023
Rhs Financial, LLC

BUY
 -
205
+ 2.32%
$14.5K - $15.7K
9.05K $773K
Aug 07, 2023 Q2 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
145
+ 0.22%
$10.2K - $11.1K
66K $5.64M
Jul 20, 2023 Q2 2023
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
130
+ 1.65%
$9.18K - $9.93K
8.01K $685K
Aug 14, 2023 Q2 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
127
+ 2.27%
$8.97K - $9.7K
5.71K $488K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
101
New
$7.13K - $7.71K
101 $8.63K
May 17, 2024 Q2 2023
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
BUY
 -
100
+ 2.5%
$7.06K - $7.64K
4.1K $350K
Jul 25, 2023 Q2 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
99
+ 1.01%
$6.99K - $7.56K
9.91K $846K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
96
New
$6.78K - $7.33K
96 $8.2K
Jul 27, 2023 Q2 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
95
+ 0.27%
$6.71K - $7.25K
35.6K $3.04M
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
70
New
$4.94K - $5.35K
70 $5.98K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
70
New
$4.94K - $5.35K
70 $5.98K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
61
+ 17.78%
$4.31K - $4.66K
404 $34.5K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
59
+ 109.26%
$4.17K - $4.51K
113 $9.65K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
34
New
$2.4K - $2.6K
34 $2.9K
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
20
+ 0.18%
$1.41K - $1.53K
10.9K $933K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
18
New
$1.27K - $1.37K
18 $1.54K
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
17
New
$1.2K - $1.3K
17 $1.45K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
17
New
$1.2K - $1.3K
17 $1.45K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
13
+ 1.05%
$918 - $993
1.25K $107K
Jul 19, 2023 Q2 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
8
+ 27.59%
$565 - $611
37 $3.16K
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
2
New
$141 - $153
2 $171
Aug 07, 2023 Q2 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
1
+ 0.07%
$70.6 - $76.4
1.34K $115K
Jul 06, 2023 Q2 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
1
+ 0.16%
$70.6 - $76.4
611 $52.2K

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