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 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-130- 42.62% |
$10.3K - $11.7K
|
175
$16.3K
|
|
|
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
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-230- 3.36% |
$18.2K - $20.7K
|
6.61K
$614K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-347- 10.94% |
$27.4K - $31.3K
|
2.83K
$263K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-353- 6.29% |
$27.9K - $31.8K
|
5.26K
$489K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-416- 12.82% |
$32.9K - $37.5K
|
2.83K
$263K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-500- 24.27% |
$39.5K - $45.1K
|
1.56K
$145K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-536- 4.94% |
$42.3K - $48.3K
|
10.3K
$959K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-546- 7.38% |
$43.1K - $49.2K
|
6.85K
$637K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-564- 16.83% |
$44.5K - $50.8K
|
2.79K
$259K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-625- 2.74% |
$49.4K - $56.3K
|
22.2K
$2.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-629- 17.79% |
$49.7K - $56.7K
|
2.91K
$270K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-681- 19.17% |
$53.8K - $61.4K
|
2.87K
$267K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.15K- 18.59% |
$91.1K - $104K
|
5.05K
$469K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.16K- 21.12% |
$91.8K - $105K
|
4.34K
$403K
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-1.4K- 37.83% |
$110K - $126K
|
2.29K
$213K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.65K- 3.44% |
$131K - $149K
|
46.5K
$4.32M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.76K- 31.77% |
$139K - $158K
|
3.77K
$351K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.86K- 17.56% |
$147K - $167K
|
8.71K
$810K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.91K- 19.3% |
$151K - $172K
|
8K
$743K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.21K- 39.88% |
$175K - $199K
|
3.33K
$310K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.29K- 46.66% |
$181K - $206K
|
2.62K
$243K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2.32K- 33.56% |
$183K - $209K
|
4.59K
$427K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-2.71K- 38.78% |
$214K - $244K
|
4.28K
$398K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.86K- 4.27% |
$226K - $258K
|
64.1K
$5.96M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-2.86K- 50.97% |
$226K - $258K
|
2.76K
$256K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.28K- 5.01% |
$259K - $295K
|
62.1K
$5.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.56K- 42.82% |
$281K - $321K
|
4.75K
$442K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-4K- 9.9% |
$316K - $360K
|
36.4K
$3.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-4.05K- 22.37% |
$320K - $365K
|
14.1K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4.17K- 42.64% |
$329K - $375K
|
5.61K
$521K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.53K- 20.19% |
$358K - $408K
|
17.9K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.4K- 30.59% |
$426K - $486K
|
12.2K
$1.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.53K- 47.54% |
$437K - $499K
|
6.11K
$568K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.54K- 19.41% |
$437K - $499K
|
23K
$2.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5.71K- 44.9% |
$451K - $514K
|
7K
$651K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.72K- 22.21% |
$452K - $515K
|
20K
$1.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.74K- 38.0% |
$453K - $517K
|
9.36K
$870K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-8.79K- 46.03% |
$694K - $792K
|
10.3K
$958K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.04K- 40.3% |
$714K - $814K
|
13.4K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.56K- 45.38% |
$755K - $861K
|
11.5K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-10.6K- 23.4% |
$836K - $954K
|
34.6K
$3.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-10.8K- 34.41% |
$854K - $974K
|
20.6K
$1.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-13.2K- 42.12% |
$1.04M - $1.19M
|
18.1K
$1.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-24.4K- 45.19% |
$1.93M - $2.2M
|
29.6K
$2.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-35.2K- 43.93% |
$2.78M - $3.17M
|
44.9K
$4.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-42K- 18.62% |
$3.32M - $3.79M
|
184K
$17.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-54.4K- 35.92% |
$4.29M - $4.9M
|
96.9K
$9.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-247K- 96.61% |
$19.5M - $22.3M
|
8.66K
$805K
|