Purchases and Sales Made in Q3 2023 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 2023. 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 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
883K
+ 2269.19%
$65.1M - $69.4M
922K $79.5M
Nov 14, 2023 Q3 2023
Bank Of Nova Scotia

BUY
 -
652K
New
$48.1M - $51.3M
652K $56.2M
Oct 30, 2023 Q3 2023
Tradewinds Capital Management, LLC

BUY
 -
618K
+ 46715.66%
$45.5M - $48.5M
619K $53.3M
Nov 13, 2023 Q3 2023
Prestige Wealth Management Group LLC

BUY
 -
315K
New
$23.2M - $24.7M
315K $27.1M
Nov 03, 2023 Q3 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
154K
+ 102.77%
$11.3M - $12.1M
303K $26.1M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
141K
+ 851.78%
$10.4M - $11.1M
158K $13.6M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
88.7K
+ 75.32%
$6.54M - $6.97M
206K $17.8M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
80.9K
+ 56.68%
$5.96M - $6.36M
224K $19.3M
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
70.6K
+ 293.42%
$5.2M - $5.55M
94.6K $8.16M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
68.9K
New
$5.08M - $5.41M
68.9K $5.93M
Nov 08, 2023 Q3 2023
Horizon Family Wealth, Inc.

BUY
 -
64.4K
New
$4.75M - $5.06M
64.4K $5.55M
Oct 13, 2023 Q3 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
60.9K
New
$4.49M - $4.79M
60.9K $5.25M
Nov 13, 2023 Q3 2023
Black Rock Inc.

New York, NY
BUY
 -
57K
+ 14209.48%
$4.2M - $4.48M
57.4K $4.94M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
41.5K
+ 70.1%
$3.06M - $3.27M
101K $8.69M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
30.3K
+ 45.41%
$2.23M - $2.38M
97K $8.36M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
30.2K
+ 128.95%
$2.23M - $2.38M
53.7K $4.62M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
27.3K
+ 7.39%
$2.01M - $2.14M
397K $34.2M
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
25.6K
+ 10.8%
$1.89M - $2.01M
263K $22.6M
Nov 02, 2023 Q3 2023
Florin Court Capital LLP

BUY
 -
24.4K
New
$1.8M - $1.92M
24.4K $2.1M
Oct 18, 2023 Q3 2023
Advisory Alpha, LLC

BUY
 -
23.4K
+ 6.28%
$1.72M - $1.84M
395K $34.1M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
20.5K
+ 236.09%
$1.51M - $1.61M
29.2K $2.52M
Nov 14, 2023 Q3 2023
Ascent Group, LLC

BUY
 -
20.2K
New
$1.49M - $1.59M
20.2K $1.74M
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
19.8K
New
$1.46M - $1.56M
19.8K $1.71M
Nov 09, 2023 Q3 2023
Beaumont Capital Management, LLC

Boston, MA
BUY
 -
17.1K
New
$1.26M - $1.35M
17.1K $1.48M
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
16.5K
+ 63.5%
$1.22M - $1.3M
42.5K $3.66M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
15.5K
+ 120.18%
$1.14M - $1.22M
28.4K $2.45M
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
15.4K
+ 13.76%
$1.13M - $1.21M
127K $11M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
12.2K
+ 92.73%
$899K - $958K
25.3K $2.18M
Oct 26, 2023 Q3 2023
Osborne Partners Capital Management, LLC

BUY
 -
10.1K
+ 7.98%
$744K - $793K
137K $11.8M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
10.1K
New
$741K - $790K
10.1K $866K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
9.04K
+ 59.59%
$666K - $710K
24.2K $2.09M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
8.18K
+ 31.7%
$603K - $643K
34K $2.93M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
7.98K
+ 14.32%
$588K - $627K
63.7K $5.49M
Nov 13, 2023 Q3 2023
Dark Forest Capital Management LP

Weston, CT
BUY
 -
7.67K
+ 17.6%
$565K - $603K
51.2K $4.41M
Nov 14, 2023 Q3 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
7.55K
+ 11.15%
$556K - $593K
75.2K $6.48M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
6.76K
New
$498K - $531K
6.76K $583K
Nov 14, 2023 Q3 2023
360 Financial, Inc.

BUY
 -
6.33K
+ 10.89%
$467K - $498K
64.4K $5.55M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
6.3K
+ 31.46%
$465K - $495K
26.3K $2.27M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
6.11K
+ 7.65%
$450K - $480K
85.9K $7.4M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
6.11K
+ 5.82%
$450K - $480K
111K $9.56M
Oct 19, 2023 Q3 2023
Retireful, LLC

BUY
 -
6.02K
New
$444K - $473K
6.02K $519K
Oct 11, 2023 Q3 2023
Ffg Retirement Advisors LLC

Centennial, CO
BUY
 -
5.75K
New
$424K - $452K
5.75K $496K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
4.43K
+ 15.43%
$326K - $348K
33.1K $2.85M
Oct 31, 2023 Q3 2023
James Investment Research Inc

BUY
 -
4.36K
New
$321K - $343K
4.36K $376K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
4.2K
+ 61.54%
$309K - $330K
11K $950K
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
4.17K
+ 25.01%
$307K - $327K
20.8K $1.79M
Oct 25, 2023 Q3 2023
Cornerstone Retirement Group, Inc.

BUY
 -
3.89K
New
$287K - $306K
3.89K $335K
Nov 14, 2023 Q3 2023
Palogic Value Management, L.P.

Dallas, TX
BUY
 -
3.86K
+ 43.07%
$284K - $303K
12.8K $1.1M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
3.61K
+ 21.22%
$266K - $284K
20.6K $1.78M

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