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 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.15K+ 0.49% |
$170K - $194K
|
445K
$45.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.97K+ 144.57% |
$156K - $177K
|
3.33K
$341K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.89K+ 10.47% |
$150K - $171K
|
20K
$2.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.37KNew |
$108K - $124K
|
1.37K
$140K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.33K+ 11.85% |
$105K - $120K
|
12.5K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.32K+ 41.65% |
$105K - $119K
|
4.5K
$461K
|
|
|
Aug 08, 2025
Q2 2025
|
Croban
Fremont, OH |
BUY
|
- |
1.29K+ 12.6% |
$102K - $116K
|
11.5K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.21K+ 15.45% |
$95.8K - $109K
|
9.07K
$927K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.07K+ 8.74% |
$84.1K - $96K
|
13.2K
$1.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
1K+ 8.89% |
$79.1K - $90.2K
|
12.3K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
936+ 8.67% |
$73.9K - $84.3K
|
11.7K
$1.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
930New |
$73.5K - $83.8K
|
930
$95.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
845+ 4.63% |
$66.7K - $76.1K
|
19.1K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
802+ 0.25% |
$63.3K - $72.3K
|
317K
$32.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
773+ 24.12% |
$61.1K - $69.6K
|
3.98K
$407K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
727+ 7.63% |
$57.4K - $65.5K
|
10.2K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
697+ 9.62% |
$55K - $62.8K
|
7.94K
$812K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
611+ 6.21% |
$48.3K - $55.1K
|
10.4K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
593+ 0.38% |
$46.8K - $53.4K
|
156K
$15.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
578+ 18.86% |
$45.7K - $52.1K
|
3.64K
$373K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
536+ 6.5% |
$42.3K - $48.3K
|
8.78K
$898K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
528New |
$41.7K - $47.6K
|
528
$54K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
500New |
$39.5K - $45.1K
|
500
$51.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
428+ 0.35% |
$33.8K - $38.6K
|
122K
$12.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
427+ 10.58% |
$33.7K - $38.5K
|
4.46K
$456K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
406+ 9.0% |
$32.1K - $36.6K
|
4.92K
$503K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
397+ 5.85% |
$31.4K - $35.8K
|
7.18K
$735K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
376+ 3.99% |
$29.7K - $33.9K
|
9.79K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
310+ 0.63% |
$24.5K - $27.9K
|
49.4K
$5.05M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
286+ 1.55% |
$22.6K - $25.8K
|
18.7K
$1.91M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
276+ 4.69% |
$21.8K - $24.9K
|
6.17K
$631K
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
243+ 0.38% |
$19.2K - $21.9K
|
64.1K
$6.55M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
224+ 96.55% |
$17.7K - $20.2K
|
456
$46.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
206+ 1.83% |
$16.3K - $18.6K
|
11.5K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
185New |
$14.6K - $16.7K
|
185
$18.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
180+ 0.51% |
$14.2K - $16.2K
|
35.7K
$3.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
166+ 2.08% |
$13.1K - $15K
|
8.13K
$831K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
155+ 1.36% |
$12.2K - $14K
|
11.6K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
149+ 0.4% |
$11.8K - $13.4K
|
37.8K
$3.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
135+ 2.55% |
$10.7K - $12.2K
|
5.42K
$555K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
125+ 4.08% |
$9.87K - $11.3K
|
3.19K
$326K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
98+ 44.95% |
$7.74K - $8.83K
|
316
$32.3K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
94+ 3.07% |
$7.42K - $8.47K
|
3.16K
$323K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
92+ 1.32% |
$7.27K - $8.29K
|
7.06K
$722K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
85+ 51.83% |
$6.71K - $7.66K
|
249
$25.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
80+ 1.55% |
$6.32K - $7.21K
|
5.24K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
76+ 2.38% |
$6K - $6.85K
|
3.27K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
44New |
$3.48K - $3.96K
|
44
$4.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
35+ 0.3% |
$2.76K - $3.15K
|
11.7K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
29+ 0.01% |
$2.29K - $2.61K
|
276K
$28.3M
|