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 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.8K- 52.81% |
$142K - $162K
|
1.6K
$164K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-1.81K- 14.95% |
$143K - $163K
|
10.3K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.82K- 37.17% |
$144K - $164K
|
3.08K
$315K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.84K- 27.46% |
$145K - $165K
|
4.85K
$496K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.86K- 17.56% |
$147K - $167K
|
8.71K
$891K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.91K- 19.3% |
$151K - $172K
|
8K
$818K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.95K- 27.5% |
$154K - $176K
|
5.15K
$526K
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-1.97K- 11.1% |
$155K - $177K
|
15.8K
$1.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.12K- 29.64% |
$168K - $191K
|
5.04K
$515K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.13K- 1.77% |
$168K - $192K
|
118K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.17K- 35.21% |
$172K - $196K
|
4K
$409K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.18K- 15.72% |
$172K - $196K
|
11.7K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.2K- 0.69% |
$174K - $198K
|
317K
$32.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.21K- 41.23% |
$174K - $199K
|
3.15K
$322K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.21K- 39.88% |
$175K - $199K
|
3.33K
$341K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.29K- 46.66% |
$181K - $206K
|
2.62K
$268K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-2.31K- 33.11% |
$183K - $208K
|
4.68K
$478K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2.32K- 33.56% |
$183K - $209K
|
4.59K
$469K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.52K- 22.22% |
$199K - $227K
|
8.81K
$901K
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-2.6K- 31.37% |
$205K - $234K
|
5.68K
$581K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.61K- 35.35% |
$206K - $235K
|
4.77K
$488K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-2.64K- 10.91% |
$209K - $238K
|
21.6K
$2.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-2.71K- 38.78% |
$214K - $244K
|
4.28K
$438K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-2.74K- 45.18% |
$216K - $247K
|
3.32K
$340K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.77K- 9.88% |
$219K - $250K
|
25.3K
$2.59M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.84K- 4.63% |
$224K - $256K
|
58.5K
$5.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.85K- 10.45% |
$225K - $257K
|
24.4K
$2.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.86K- 4.27% |
$226K - $258K
|
64.1K
$6.55M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-2.86K- 50.97% |
$226K - $258K
|
2.76K
$282K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.91K- 35.89% |
$230K - $262K
|
5.19K
$531K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.92K- 32.01% |
$230K - $263K
|
6.19K
$633K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.97K- 25.02% |
$235K - $268K
|
8.9K
$910K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.24K- 3.42% |
$256K - $292K
|
91.6K
$9.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.28K- 5.01% |
$259K - $295K
|
62.1K
$6.35M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3.54K- 44.41% |
$280K - $319K
|
4.43K
$453K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.56K- 42.82% |
$281K - $321K
|
4.75K
$486K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.58K- 6.0% |
$283K - $322K
|
56K
$5.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.76K- 52.67% |
$297K - $339K
|
3.38K
$345K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-3.89K- 49.27% |
$307K - $350K
|
4.01K
$410K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-4K- 9.9% |
$316K - $360K
|
36.4K
$3.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.05K- 12.48% |
$319K - $364K
|
28.4K
$2.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-4.05K- 22.37% |
$320K - $365K
|
14.1K
$1.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.09K- 37.77% |
$323K - $369K
|
6.74K
$690K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4.17K- 42.64% |
$329K - $375K
|
5.61K
$573K
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-4.2K- 60.51% |
$332K - $379K
|
2.74K
$280K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.53K- 20.19% |
$358K - $408K
|
17.9K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-4.56K- 21.9% |
$360K - $411K
|
16.3K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4.76K- 6.11% |
$376K - $429K
|
73.1K
$7.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-5.05K- 24.95% |
$398K - $455K
|
15.2K
$1.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.13K- 30.29% |
$405K - $462K
|
11.8K
$1.21M
|