Purchases and Sales Made in Q2 2025 in Ishares Tr Convertible Bond Et (ICVT)
This table provides information about the institutional ownership of Ishares Tr Convertible Bond Et (ICVT) during Q2 2025. 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 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
116K+ 90.36% |
$9.19M - $10.5M
|
245K
$22.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
109KNew |
$8.62M - $9.83M
|
109K
$10.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
47.6KNew |
$3.76M - $4.29M
|
47.6K
$4.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
23.5K+ 540.99% |
$1.85M - $2.12M
|
27.8K
$2.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
20KNew |
$1.58M - $1.8M
|
20K
$1.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
11.5KNew |
$912K - $1.04M
|
11.5K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.69K+ 121.97% |
$607K - $693K
|
14K
$1.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.59K+ 26.52% |
$520K - $593K
|
31.4K
$2.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.67K+ 55.76% |
$369K - $421K
|
13K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4KNew |
$316K - $360K
|
4K
$372K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.65K+ 7.03% |
$288K - $329K
|
55.6K
$5.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.98KNew |
$235K - $268K
|
2.98K
$277K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.66KNew |
$210K - $240K
|
2.66K
$247K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.5KNew |
$197K - $225K
|
2.5K
$232K
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
2.3KNew |
$181K - $207K
|
2.3K
$214K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.15K+ 0.49% |
$170K - $194K
|
445K
$41.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.33K+ 11.85% |
$105K - $120K
|
12.5K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
1K+ 8.89% |
$79.1K - $90.2K
|
12.3K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
697+ 9.62% |
$55K - $62.8K
|
7.94K
$738K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
427+ 10.58% |
$33.7K - $38.5K
|
4.46K
$415K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
397+ 5.85% |
$31.4K - $35.8K
|
7.18K
$668K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
310+ 0.63% |
$24.5K - $27.9K
|
49.4K
$4.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
243+ 0.38% |
$19.2K - $21.9K
|
64.1K
$5.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
206+ 1.83% |
$16.3K - $18.6K
|
11.5K
$1.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
155+ 1.36% |
$12.2K - $14K
|
11.6K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
149+ 0.4% |
$11.8K - $13.4K
|
37.8K
$3.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
98+ 44.95% |
$7.74K - $8.83K
|
316
$29.4K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
94+ 3.07% |
$7.42K - $8.47K
|
3.16K
$293K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
92+ 1.32% |
$7.27K - $8.29K
|
7.06K
$656K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
80+ 1.55% |
$6.32K - $7.21K
|
5.24K
$487K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 241.67% |
$2.29K - $2.61K
|
41
$3.81K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
21+ 0.52% |
$1.66K - $1.89K
|
4.04K
$375K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18New |
$1.42K - $1.62K
|
18
$1.67K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
15+ 4.79% |
$1.18K - $1.35K
|
328
$30.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13New |
$1.03K - $1.17K
|
13
$1.21K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.44% |
$316 - $360
|
903
$84K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.02% |
$158 - $180
|
11.3K
$1.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.02% |
$79 - $90.1
|
4.4K
$409K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.57% |
$79 - $90.1
|
175
$16.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3- 0.1% |
$237 - $270
|
2.93K
$272K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-7- 1.04% |
$553 - $631
|
667
$62K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-29- 80.56% |
$2.29K - $2.61K
|
7
$651
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-30- 11.45% |
$2.37K - $2.7K
|
232
$21.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-36- 38.71% |
$2.84K - $3.24K
|
57
$5.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-59- 2.12% |
$4.66K - $5.32K
|
2.73K
$254K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-60- 1.46% |
$4.74K - $5.41K
|
4.06K
$377K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-88- 36.67% |
$6.95K - $7.93K
|
152
$14.1K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-100- 3.8% |
$7.9K - $9.01K
|
2.54K
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-110- 4.06% |
$8.69K - $9.91K
|
2.6K
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-151- 5.96% |
$11.9K - $13.6K
|
2.38K
$222K
|