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 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-111K- 82.55% |
$8.8M - $10M
|
23.6K
$2.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-114K- 72.41% |
$9.02M - $10.3M
|
43.5K
$4.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-141K- 5.22% |
$11.2M - $12.7M
|
2.56M
$262M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-141K- 68.83% |
$11.2M - $12.7M
|
64K
$6.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-230K- 24.24% |
$18.1M - $20.7M
|
718K
$73.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-247K- 96.61% |
$19.5M - $22.3M
|
8.66K
$886K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-591K- 38.76% |
$46.6M - $53.2M
|
933K
$95.4M
|