Purchases and Sales Made in Q3 2021 in Ishares Tr Convertible Bond Et (ICVT)

ICVT Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Convertible Bond Et (ICVT) during Q3 2021. 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
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.65M
New
$161M - $171M
1.65M $141M
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
150K
New
$14.6M - $15.5M
150K $12.8M
Jul 28, 2022 Q3 2021
Sanford Advisory Services, LLC

BUY
 -
144K
New
$14M - $14.8M
144K $12.3M
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
139K
+ 492.4%
$13.5M - $14.4M
167K $14.3M
Nov 12, 2021 Q3 2021
Barings LLC

BUY
 -
88K
+ 306.66%
$8.55M - $9.09M
117K $9.97M
Nov 10, 2021 Q3 2021
Alliancebernstein L.P.

New York, NY
BUY
 -
76.2K
+ 22.76%
$7.4M - $7.87M
411K $35.1M
Nov 15, 2021 Q3 2021
Mcmorgan & CO LLC

San Francisco, CA
BUY
 -
72.8K
New
$7.08M - $7.52M
72.8K $6.22M
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
BUY
 -
69.6K
+ 2759.14%
$6.77M - $7.19M
72.1K $6.16M
Nov 10, 2021 Q3 2021
Allianz Asset Management Gmb H

Munich, 2M
BUY
 -
52.3K
+ 17.41%
$5.08M - $5.4M
352K $30.1M
Nov 12, 2021 Q3 2021
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
24.7K
New
$2.41M - $2.56M
24.7K $2.11M
Oct 20, 2021 Q3 2021
Clarity Financial LLC

BUY
 -
22.3K
+ 113.19%
$2.17M - $2.3M
42K $3.59M
Nov 02, 2021 Q3 2021
Cavalier Investments, LLC

BUY
 -
21.4K
New
$2.08M - $2.21M
21.4K $1.83M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
20.1K
+ 10.81%
$1.95M - $2.07M
206K $17.6M
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
16.9K
New
$1.64M - $1.74M
16.9K $1.44M
Nov 03, 2021 Q3 2021
Herold Advisors, Inc.

BUY
 -
14.4K
New
$1.4M - $1.49M
14.4K $1.23M
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
13.6K
+ 20.03%
$1.32M - $1.41M
81.6K $6.98M
Nov 09, 2021 Q3 2021
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
12K
+ 148.49%
$1.17M - $1.24M
20.1K $1.71M
Nov 02, 2021 Q3 2021
Florin Court Capital LLP

BUY
 -
9.28K
New
$902K - $959K
9.28K $793K
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
8.62K
+ 1.36%
$838K - $891K
641K $54.7M
Nov 12, 2021 Q3 2021
Assetmark, Inc

BUY
 -
8.22K
+ 5.81%
$799K - $849K
150K $12.8M
Nov 05, 2021 Q3 2021
Pfg Advisors

BUY
 -
8.21K
New
$798K - $848K
8.21K $701K
Nov 15, 2021 Q3 2021
Belpointe Asset Management LLC

BUY
 -
8.05K
New
$783K - $832K
8.05K $688K
Dec 22, 2022 Q3 2021
Campbell Wealth Management

BUY
 -
6.91K
New
$671K - $714K
6.91K $590K
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
6.85K
+ 4.33%
$665K - $707K
165K $14.1M
Oct 25, 2021 Q3 2021
Osborne Partners Capital Management, LLC

BUY
 -
5.77K
+ 6.44%
$561K - $596K
95.3K $8.14M
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
5.01K
+ 3.54%
$487K - $517K
147K $12.5M
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
4.83K
+ 11.96%
$470K - $499K
45.3K $3.87M
Nov 12, 2021 Q3 2021
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
4.78K
+ 3.35%
$465K - $494K
148K $12.6M
Nov 02, 2021 Q3 2021
Allworth Financial LP

BUY
 -
4.73K
+ 10.58%
$459K - $488K
49.4K $4.22M
Oct 14, 2021 Q3 2021
Wespac Advisors, LLC

BUY
 -
4.55K
+ 145.03%
$442K - $470K
7.69K $657K
Nov 15, 2021 Q3 2021
Mutual Advisors, LLC

Casper, WY
BUY
 -
4.47K
New
$434K - $461K
4.47K $381K
Oct 07, 2021 Q3 2021
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
4.33K
+ 21.92%
$420K - $447K
24.1K $2.06M
Oct 28, 2021 Q3 2021
Amg National Trust Bank

BUY
 -
4.28K
+ 5.91%
$416K - $442K
76.6K $6.55M
Nov 12, 2021 Q3 2021
Financial Architects, Inc

Marlton, NJ
BUY
 -
4.23K
+ 18.61%
$411K - $437K
27K $2.3M
Nov 04, 2021 Q3 2021
Independent Wealth Network Inc.

BUY
 -
4.14K
New
$402K - $427K
4.14K $353K
Mar 28, 2023 Q3 2021
Prostatis Group LLC

Hanover, MD
BUY
 -
4.1K
New
$399K - $424K
4.1K $350K
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
4.03K
+ 2.01%
$392K - $416K
205K $17.5M
Nov 16, 2021 Q3 2021
Fin Trust Capital Advisors, LLC

BUY
 -
3.88K
New
$377K - $401K
3.88K $331K
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
3.62K
+ 18085.0%
$352K - $374K
3.64K $311K
Nov 15, 2021 Q3 2021
Lion Street Advisors, LLC

BUY
 -
3.59K
New
$349K - $371K
3.59K $306K
Oct 28, 2021 Q3 2021
Dynamic Advisor Solutions LLC

BUY
 -
2.9K
+ 17.01%
$282K - $300K
20K $1.71M
Nov 08, 2021 Q3 2021
Provident Wealth Management, LLC

BUY
 -
2.65K
+ 6.98%
$258K - $274K
40.6K $3.47M
Nov 08, 2021 Q3 2021
Aurora Private Wealth, Inc.

BUY
 -
2.59K
New
$252K - $268K
2.59K $221K
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
2.41K
+ 13.96%
$234K - $249K
19.7K $1.68M
Dec 09, 2021 Q3 2021
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
2.33K
New
$226K - $241K
2.33K $199K
Oct 19, 2021 Q3 2021
Stewardship Advisors, LLC

BUY
 -
2.12K
+ 2.8%
$206K - $219K
77.9K $6.66M
Oct 28, 2021 Q3 2021
Destiny Wealth Partners, LLC

BUY
 -
2.03K
+ 4.05%
$197K - $209K
52K $4.44M
Dec 03, 2021 Q3 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.78K
+ 84.08%
$173K - $184K
3.9K $333K
Nov 12, 2021 Q3 2021
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
1.76K
+ 3.51%
$171K - $182K
51.9K $4.44M

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