Purchases and Sales Made in Q3 2025 in Ishares Tr Convertible Bond Et (ICVT)
This table provides information about the institutional ownership of Ishares Tr Convertible Bond Et (ICVT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
22.9KNew |
$2.05M - $2.3M
|
22.9K
$2.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
7.54K+ 6.91% |
$673K - $755K
|
117K
$11.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.9KNew |
$259K - $291K
|
2.9K
$297K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.78K+ 3.99% |
$248K - $279K
|
72.5K
$7.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
2.6KNew |
$232K - $260K
|
2.6K
$265K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.04K+ 68.46% |
$182K - $204K
|
5.02K
$513K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.02KNew |
$180K - $202K
|
2.02K
$207K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.59K+ 31.5% |
$142K - $159K
|
6.64K
$679K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 11.12% |
$122K - $136K
|
13.6K
$1.39M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.11K+ 3.04% |
$98.7K - $111K
|
37.5K
$3.84M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.08K+ 19.23% |
$96.3K - $108K
|
6.68K
$683K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.04K+ 15.69% |
$93.1K - $104K
|
7.69K
$786K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
972+ 24.43% |
$86.8K - $97.4K
|
4.95K
$506K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
848+ 20.9% |
$75.7K - $84.9K
|
4.91K
$502K
|
|
|
Oct 07, 2025
Q3 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
654+ 1.32% |
$58.4K - $65.5K
|
50K
$5.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
643+ 4.24% |
$57.4K - $64.4K
|
15.8K
$1.62M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
548+ 9.39% |
$48.9K - $54.9K
|
6.39K
$653K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
492+ 4.01% |
$43.9K - $49.3K
|
12.7K
$1.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
341+ 2.97% |
$30.4K - $34.2K
|
11.8K
$1.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
293+ 3.33% |
$26.2K - $29.3K
|
9.1K
$931K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
267+ 9.3% |
$23.8K - $26.7K
|
3.14K
$321K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
240+ 9.23% |
$21.4K - $24K
|
2.84K
$291K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
240+ 585.37% |
$21.4K - $24K
|
281
$28.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
231+ 5.03% |
$20.6K - $23.1K
|
4.82K
$493K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
66+ 1.38% |
$5.89K - $6.61K
|
4.83K
$494K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
49+ 1.84% |
$4.38K - $4.91K
|
2.71K
$277K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
46New |
$4.11K - $4.61K
|
46
$4.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29+ 0.47% |
$2.59K - $2.9K
|
6.14K
$627K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
26+ 8.23% |
$2.32K - $2.6K
|
342
$35K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
21+ 13.82% |
$1.88K - $2.1K
|
173
$17.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.22% |
$179 - $200
|
905
$92.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-3- 0.04% |
$268 - $301
|
7.18K
$734K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4- 0.14% |
$357 - $401
|
2.83K
$289K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11- 0.41% |
$982 - $1.1K
|
2.71K
$277K
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-76- 2.73% |
$6.79K - $7.61K
|
2.71K
$277K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-86- 1.63% |
$7.68K - $8.61K
|
5.18K
$529K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-120- 1.75% |
$10.7K - $12K
|
6.73K
$688K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-196- 2.8% |
$17.5K - $19.6K
|
6.81K
$696K
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-295- 0.46% |
$26.3K - $29.6K
|
63.8K
$6.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-355- 4.07% |
$31.7K - $35.6K
|
8.36K
$855K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-437- 1.97% |
$39K - $43.8K
|
21.7K
$2.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-520- 1.37% |
$46.4K - $52.1K
|
37.3K
$3.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-846- 1.52% |
$75.5K - $84.7K
|
54.7K
$5.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 12.06% |
$111K - $125K
|
9.07K
$927K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-6.29K- 35.14% |
$562K - $630K
|
11.6K
$1.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-24.9K- 13.55% |
$2.22M - $2.49M
|
159K
$16.2M
|