Purchases and Sales Made in Q3 2024 in Ishares Tr Convertible Bond Et (ICVT)
This table provides information about the institutional ownership of Ishares Tr Convertible Bond Et (ICVT) during Q3 2024. 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 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.94K+ 8.24% |
$305K - $330K
|
51.8K
$4.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
3.59KNew |
$277K - $300K
|
3.59K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.57KNew |
$276K - $299K
|
3.57K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.51K+ 2.15% |
$271K - $294K
|
167K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.42KNew |
$264K - $286K
|
3.42K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.41K+ 16.35% |
$263K - $285K
|
24.3K
$2.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.27KNew |
$252K - $273K
|
3.27K
$284K
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
3.17K+ 17.94% |
$245K - $265K
|
20.8K
$1.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.09KNew |
$238K - $258K
|
3.09K
$269K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.98K+ 2.41% |
$230K - $250K
|
127K
$11M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.89KNew |
$223K - $241K
|
2.89K
$251K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.88KNew |
$223K - $241K
|
2.88K
$251K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.79KNew |
$216K - $234K
|
2.79K
$243K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.74K+ 38.4% |
$212K - $230K
|
9.89K
$861K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.68KNew |
$207K - $224K
|
2.68K
$233K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.56KNew |
$197K - $214K
|
2.56K
$222K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.54KNew |
$196K - $213K
|
2.54K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.49K+ 37.1% |
$192K - $208K
|
9.2K
$801K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.48KNew |
$191K - $207K
|
2.48K
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.43KNew |
$188K - $203K
|
2.43K
$211K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.33K+ 3.73% |
$180K - $195K
|
64.7K
$5.63M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.22K+ 43.02% |
$171K - $186K
|
7.38K
$642K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
2.18K+ 1.5% |
$168K - $182K
|
147K
$12.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.13K+ 51.37% |
$165K - $178K
|
6.28K
$547K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.63K+ 13.57% |
$126K - $136K
|
13.6K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.59K+ 27.96% |
$123K - $133K
|
7.28K
$634K
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.53K+ 52.72% |
$118K - $128K
|
4.44K
$386K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.53KNew |
$118K - $128K
|
1.53K
$133K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.53K+ 14.29% |
$118K - $128K
|
12.2K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.52K+ 4.04% |
$117K - $127K
|
39.2K
$3.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.39K+ 48.93% |
$108K - $116K
|
4.24K
$369K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.23K+ 17.03% |
$94.7K - $103K
|
8.43K
$733K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.2K+ 3.95% |
$92.6K - $100K
|
31.6K
$2.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.18K+ 6.79% |
$90.8K - $98.3K
|
18.5K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.15K+ 11.46% |
$88.9K - $96.3K
|
11.2K
$974K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.14K+ 94.75% |
$87.7K - $95K
|
2.34K
$203K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1.13K+ 20.97% |
$87K - $94.2K
|
6.5K
$565K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.12K+ 7.7% |
$86.1K - $93.3K
|
15.6K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.02K+ 11.29% |
$79.1K - $85.7K
|
10.1K
$879K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.02K+ 12.66% |
$78.9K - $85.4K
|
9.09K
$791K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
957+ 2.37% |
$73.9K - $80.1K
|
41.4K
$3.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
932+ 9.5% |
$72K - $78K
|
10.7K
$935K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
892+ 105.81% |
$68.9K - $74.6K
|
1.74K
$151K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
861+ 28.29% |
$66.5K - $72K
|
3.91K
$340K
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
854+ 2.43% |
$66K - $71.5K
|
36K
$3.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
827+ 12.19% |
$63.9K - $69.2K
|
7.61K
$662K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
774+ 16.47% |
$59.8K - $64.8K
|
5.47K
$476K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
758+ 13.06% |
$58.5K - $63.4K
|
6.56K
$571K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
749+ 28.24% |
$57.9K - $62.7K
|
3.4K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
731+ 1.78% |
$56.5K - $61.2K
|
41.7K
$3.63M
|