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
Oct 05, 2021 Q3 2021
Mc Adam, LLC

SELL
 -
-68
- 2.68%
$6.61K - $7.03K
2.47K $211K
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

SELL
 -
-89
- 11.29%
$8.65K - $9.2K
699 $59.7K
Oct 18, 2021 Q3 2021
Gradient Investments LLC

SELL
 -
-105
- 41.34%
$10.2K - $10.8K
149 $12.7K
Oct 14, 2021 Q3 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-108
- 0.36%
$10.5K - $11.2K
29.6K $2.53M
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-110
- 3.44%
$10.7K - $11.4K
3.08K $263K
Oct 28, 2021 Q3 2021
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-112
- 1.96%
$10.9K - $11.6K
5.61K $479K
Oct 20, 2021 Q3 2021
Kcs Wealth Advisory

SELL
 -
-115
- 0.68%
$11.2K - $11.9K
16.7K $1.42M
Nov 15, 2021 Q3 2021
Arrow Investment Advisors, LLC

Laurel, MD
SELL
 -
-122
- 4.03%
$11.9K - $12.6K
2.9K $248K
Oct 22, 2021 Q3 2021
Outlook Wealth Advisors, LLC

SELL
 -
-147
- 1.27%
$14.3K - $15.2K
11.4K $973K
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

SELL
 -
-153
- 3.61%
$14.9K - $15.8K
4.08K $349K
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

SELL
 -
-185
- 5.12%
$18K - $19.1K
3.43K $293K
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-185
- 2.27%
$18K - $19.1K
7.98K $682K
Nov 17, 2021 Q3 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-190
- 0.68%
$18.5K - $19.6K
27.9K $2.39M
Nov 12, 2021 Q3 2021
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-190
- 4.91%
$18.5K - $19.6K
3.68K $314K
Nov 12, 2021 Q3 2021
Wolff Financial Management LLC

SELL
 -
-192
- 7.1%
$18.7K - $19.8K
2.51K $215K
Nov 09, 2021 Q3 2021
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-232
- 29.78%
$22.6K - $24K
547 $46.7K
Nov 04, 2021 Q3 2021
Compass Financial Group, Inc.

SELL
 -
-262
- 0.82%
$25.5K - $27.1K
31.8K $2.72M
Oct 22, 2021 Q3 2021
Trust CO Of Vermont

SELL
 -
-417
Closed
$40.5K - $43.1K
0 $0
Nov 10, 2021 Q3 2021
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-443
- 22.59%
$43.1K - $45.8K
1.52K $130K
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-509
- 0.87%
$49.5K - $52.6K
57.8K $4.94M
Nov 05, 2021 Q3 2021
Sargent Bickham Lagudis LLC

SELL
 -
-617
- 20.24%
$60K - $63.8K
2.43K $208K
Oct 22, 2021 Q3 2021
Spire Wealth Management

SELL
 -
-650
- 7.5%
$63.2K - $67.2K
8.02K $685K
Oct 28, 2021 Q3 2021
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-735
- 3.96%
$71.4K - $75.9K
17.8K $1.52M
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

SELL
 -
-952
- 43.23%
$92.5K - $98.4K
1.25K $107K
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-1.09K
- 70.33%
$106K - $113K
461 $39.4K
Oct 06, 2021 Q3 2021
Burt Wealth Advisors

SELL
 -
-1.22K
- 19.33%
$119K - $126K
5.09K $435K
Nov 10, 2021 Q3 2021
Prentice Wealth Management LLC

SELL
 -
-1.34K
Closed
$130K - $138K
0 $0
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

SELL
 -
-1.39K
- 2.81%
$135K - $143K
48K $4.1M
Nov 10, 2021 Q3 2021
Cumberland Partners LTD

Toronto, A6
SELL
 -
-2.01K
Closed
$195K - $208K
0 $0
Jul 24, 2024 Q3 2021
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-2.4K
- 37.34%
$233K - $248K
4.03K $344K
Nov 05, 2021 Q3 2021
Lincoln National Corp

SELL
 -
-2.44K
Closed
$238K - $253K
0 $0
Oct 27, 2021 Q3 2021
Advisors Preferred, LLC

Rockville, MD
SELL
 -
-2.47K
- 48.57%
$240K - $255K
2.62K $224K
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
SELL
 -
-2.77K
- 13.21%
$269K - $286K
18.2K $1.56M
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-3.08K
Closed
$300K - $318K
0 $0
Nov 15, 2021 Q3 2021
Golden State Equity Partners

South Coast Metro, CA
SELL
 -
-3.28K
Closed
$319K - $339K
0 $0
Mar 23, 2023 Q3 2021
Prostatis Group LLC

Hanover, MD
SELL
 -
-3.4K
- 2.28%
$331K - $351K
145K $12.4M
Nov 15, 2021 Q3 2021
Verition Fund Management LLC

Greenwich, CT
SELL
 -
-4.67K
Closed
$454K - $483K
0 $0
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-4.7K
- 53.06%
$457K - $486K
4.16K $355K
Nov 12, 2021 Q3 2021
Oppenheimer & CO Inc

New York, NY
SELL
 -
-5.38K
- 32.07%
$523K - $556K
11.4K $975K
Nov 12, 2021 Q3 2021
Equitable Holdings, Inc.

New York, NY
SELL
 -
-5.41K
- 12.04%
$526K - $559K
39.5K $3.38M
Nov 16, 2021 Q3 2021
Advisor Resource Council

SELL
 -
-5.43K
Closed
$528K - $561K
0 $0
Jan 25, 2022 Q3 2021
Fulcrum Equity Management

SELL
 -
-5.98K
- 27.93%
$582K - $618K
15.4K $1.32M
Nov 12, 2021 Q3 2021
Qube Research & Technologies LTD

London, X0
SELL
 -
-6.17K
- 36.42%
$600K - $638K
10.8K $921K
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-8.81K
- 7.64%
$856K - $910K
106K $9.09M
Oct 26, 2021 Q3 2021
Advisory Resource Group

SELL
 -
-10.5K
Closed
$1.02M - $1.08M
0 $0
Nov 09, 2021 Q3 2021
First National Corp

SELL
 -
-10.7K
Closed
$1.04M - $1.1M
0 $0
Oct 26, 2021 Q3 2021
J.W. Cole Advisors, Inc.

SELL
 -
-11.7K
Closed
$1.14M - $1.21M
0 $0
Nov 12, 2021 Q3 2021
Financial Gravity Asset Management, Inc.

SELL
 -
-12.7K
- 34.99%
$1.23M - $1.31M
23.5K $2.01M
Oct 26, 2021 Q3 2021
Simmons Bank

SELL
 -
-12.9K
Closed
$1.25M - $1.33M
0 $0

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