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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-215- 47.05% |
$17K - $19.4K
|
242
$24.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-217- 43.23% |
$17.1K - $19.6K
|
285
$29.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-230- 3.36% |
$18.2K - $20.7K
|
6.61K
$676K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-251- 13.12% |
$19.8K - $22.6K
|
1.66K
$170K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-266- 5.59% |
$21K - $24K
|
4.5K
$460K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-266- 30.65% |
$21K - $24K
|
602
$61.6K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-313- 3.76% |
$24.7K - $28.2K
|
8.02K
$820K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-329- 6.16% |
$26K - $29.6K
|
5.02K
$513K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-346- 40.23% |
$27.3K - $31.2K
|
514
$52.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-347- 6.68% |
$27.4K - $31.3K
|
4.85K
$496K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-347- 10.94% |
$27.4K - $31.3K
|
2.83K
$289K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-353- 6.29% |
$27.9K - $31.8K
|
5.26K
$538K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-377- 3.35% |
$29.8K - $34K
|
10.9K
$1.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-416- 12.82% |
$32.9K - $37.5K
|
2.83K
$289K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-437- 16.37% |
$34.5K - $39.4K
|
2.23K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-498- 8.55% |
$39.3K - $44.9K
|
5.32K
$544K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-500- 24.27% |
$39.5K - $45.1K
|
1.56K
$160K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-527- 8.7% |
$41.6K - $47.5K
|
5.53K
$566K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-536- 4.94% |
$42.3K - $48.3K
|
10.3K
$1.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-546- 7.38% |
$43.1K - $49.2K
|
6.85K
$701K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-564- 16.83% |
$44.5K - $50.8K
|
2.79K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-622- 12.57% |
$49.1K - $56K
|
4.33K
$443K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-625- 2.74% |
$49.4K - $56.3K
|
22.2K
$2.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-629- 17.79% |
$49.7K - $56.7K
|
2.91K
$297K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-681- 19.17% |
$53.8K - $61.4K
|
2.87K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-692- 7.16% |
$54.7K - $62.3K
|
8.97K
$917K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-698- 22.5% |
$55.1K - $62.9K
|
2.4K
$246K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-731- 20.35% |
$57.7K - $65.9K
|
2.86K
$293K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-768- 37.46% |
$60.7K - $69.2K
|
1.28K
$131K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-808- 22.93% |
$63.8K - $72.8K
|
2.72K
$278K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-878- 35.62% |
$69.3K - $79.1K
|
1.59K
$162K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-903- 16.15% |
$71.3K - $81.4K
|
4.69K
$479K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1K- 19.53% |
$79.2K - $90.4K
|
4.13K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.01K- 21.89% |
$79.7K - $90.9K
|
3.6K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.08K- 20.51% |
$85.5K - $97.6K
|
4.2K
$429K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.15K- 18.59% |
$91.1K - $104K
|
5.05K
$516K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.16K- 21.12% |
$91.8K - $105K
|
4.34K
$444K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.21K- 33.04% |
$95.5K - $109K
|
2.45K
$251K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-1.31K- 25.36% |
$103K - $118K
|
3.86K
$394K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.38K- 39.93% |
$109K - $125K
|
2.08K
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-1.4K- 37.83% |
$110K - $126K
|
2.29K
$235K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.44K- 27.53% |
$114K - $130K
|
3.79K
$387K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.44K- 0.3% |
$114K - $130K
|
488K
$49.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.51K- 27.43% |
$119K - $136K
|
3.99K
$408K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.62K- 4.2% |
$128K - $146K
|
36.9K
$3.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.64K- 14.4% |
$129K - $147K
|
9.73K
$995K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.65K- 37.55% |
$130K - $149K
|
2.74K
$280K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.65K- 3.44% |
$131K - $149K
|
46.5K
$4.75M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.76K- 31.77% |
$139K - $158K
|
3.77K
$386K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.79K- 21.44% |
$141K - $161K
|
6.55K
$670K
|