Purchases and Sales Made in Q4 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 Q4 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
Feb 14, 2022 Q4 2021
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
137
New
$11.9K - $14.3K
137 $11.7K
Feb 01, 2022 Q4 2021
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
127
+ 5.45%
$11K - $13.3K
2.46K $210K
Feb 15, 2022 Q4 2021
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
119
+ 2.33%
$10.3K - $12.4K
5.23K $446K
Jul 17, 2024 Q4 2021
Kelly Financial Services LLC

Braintree, MA
BUY
 -
95
+ 59.75%
$8.25K - $9.91K
254 $21.7K
Feb 03, 2022 Q4 2021
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
93
+ 1.61%
$8.08K - $9.7K
5.87K $501K
Jan 18, 2022 Q4 2021
Ridgewood Investments LLC

BUY
 -
89
+ 2.42%
$7.73K - $9.29K
3.77K $322K
Feb 09, 2022 Q4 2021
Aquire Wealth Advisors, LLC

BUY
 -
66
New
$5.73K - $6.89K
66 $5.64K
Feb 23, 2022 Q4 2021
Simplex Trading, LLC

BUY
 -
60
+ 68.97%
$5.21K - $6.26K
147 $12.6K
Jan 21, 2022 Q4 2021
Ahrens Investment Partners LLC

BUY
 -
50
New
$4.34K - $5.22K
50 $4.27K
Feb 14, 2022 Q4 2021
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
43
+ 1.45%
$3.73K - $4.49K
3.02K $258K
Jan 20, 2022 Q4 2021
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
38
+ 6.95%
$3.3K - $3.97K
585 $50K
Jan 28, 2022 Q4 2021
Financial Management Professionals, Inc.

BUY
 -
25
New
$2.17K - $2.61K
25 $2.14K
Feb 10, 2022 Q4 2021
Industrial Alliance Investment Management Inc.

Quebec, A8
BUY
 -
19
New
$1.65K - $1.98K
19 $1.62K
Jan 20, 2022 Q4 2021
Pflug Koory, LLC

BUY
 -
16
+ 0.28%
$1.39K - $1.67K
5.75K $491K
Jan 24, 2022 Q4 2021
Avantax Advisory Services, Inc.

BUY
 -
10
+ 0.24%
$869 - $1.04K
4.09K $350K
Jan 18, 2022 Q4 2021
Global Trust Asset Management, LLC

BUY
 -
7
+ 6.73%
$608 - $730
111 $9.48K
Jan 26, 2022 Q4 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
5
New
$434 - $522
5 $427
Feb 07, 2022 Q4 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
4
+ 0.25%
$347 - $417
1.63K $139K
Feb 10, 2022 Q4 2021
Black Rock Inc.

New York, NY
SELL
 -
-5
- 1.3%
$434 - $522
381 $32.6K
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
SELL
 -
-7
- 0.2%
$608 - $730
3.47K $296K
Feb 14, 2022 Q4 2021
Advisory Services Network, LLC

SELL
 -
-25
- 0.13%
$2.17K - $2.61K
19.9K $1.7M
Feb 02, 2022 Q4 2021
Aurora Private Wealth, Inc.

SELL
 -
-27
- 1.04%
$2.35K - $2.82K
2.56K $219K
Jan 20, 2022 Q4 2021
Herold Advisors, Inc.

SELL
 -
-30
- 0.21%
$2.61K - $3.13K
14.4K $1.23M
Jan 12, 2022 Q4 2021
Gradient Investments LLC

SELL
 -
-40
- 26.85%
$3.47K - $4.17K
109 $9.31K
Feb 14, 2022 Q4 2021
Better Money Decisions, LLC

SELL
 -
-47
Closed
$4.08K - $4.9K
0 $0
Feb 14, 2022 Q4 2021
Money Concepts Capital Corp

SELL
 -
-51
Closed
$4.43K - $5.32K
0 $0
Feb 11, 2022 Q4 2021
Laffer Tengler Investments

Nashville, TN
SELL
 -
-57
Closed
$4.95K - $5.95K
0 $0
Feb 09, 2022 Q4 2021
Retirement Group, LLC

SELL
 -
-65
Closed
$5.65K - $6.78K
0 $0
Feb 10, 2022 Q4 2021
Running Point Capital Advisors, LLC

SELL
 -
-204
Closed
$17.7K - $21.3K
0 $0
Feb 15, 2022 Q4 2021
Colony Group LLC

Boston, MA
SELL
 -
-300
- 11.39%
$26.1K - $31.3K
2.34K $200K
May 15, 2024 Q4 2021
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-383
- 3.75%
$33.3K - $40K
9.83K $840K
Feb 15, 2022 Q4 2021
Integrated Wealth Concepts LLC

SELL
 -
-393
- 4.25%
$34.1K - $41K
8.85K $756K
Feb 14, 2022 Q4 2021
Morgan Stanley

New York, NY
SELL
 -
-399
- 2.36%
$34.7K - $41.6K
16.5K $1.41M
Jan 31, 2022 Q4 2021
Cwm, LLC

SELL
 -
-417
- 88.91%
$36.2K - $43.5K
52 $4.44K
Feb 10, 2022 Q4 2021
Independent Wealth Network Inc.

SELL
 -
-493
- 11.92%
$42.8K - $51.4K
3.64K $311K
Mar 28, 2023 Q4 2021
Prostatis Group LLC

Hanover, MD
SELL
 -
-510
- 11.84%
$44.3K - $53.2K
3.8K $324K
Jan 21, 2022 Q4 2021
Pfg Advisors

SELL
 -
-553
- 6.74%
$48K - $57.7K
7.65K $654K
Jan 27, 2022 Q4 2021
Baldrige Asset Management LLC

SELL
 -
-608
- 3.13%
$52.8K - $63.4K
18.8K $1.61M
Feb 04, 2022 Q4 2021
Amg National Trust Bank

SELL
 -
-614
- 0.8%
$53.3K - $64.1K
76K $6.5M
Jan 21, 2022 Q4 2021
Outlook Wealth Advisors, LLC

SELL
 -
-626
- 5.5%
$54.4K - $65.3K
10.8K $919K
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-699
Closed
$60.7K - $72.9K
0 $0
Jan 18, 2022 Q4 2021
Sargent Bickham Lagudis LLC

SELL
 -
-725
- 29.81%
$63K - $75.7K
1.71K $146K
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-757
Closed
$65.8K - $79K
0 $0
Jan 28, 2022 Q4 2021
Guidance Point Advisors, LLC

SELL
 -
-900
Closed
$78.2K - $93.9K
0 $0
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-955
Closed
$83K - $99.7K
0 $0
Feb 09, 2022 Q4 2021
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-1.13K
- 74.11%
$97.7K - $117K
393 $33.6K
Jan 19, 2022 Q4 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-1.31K
- 5.98%
$113K - $136K
20.5K $1.75M
Feb 03, 2022 Q4 2021
Northwestern Mutual Wealth Management CO

SELL
 -
-1.95K
- 56.86%
$169K - $203K
1.48K $126K
Feb 14, 2022 Q4 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1.99K
- 24.88%
$172K - $207K
5.99K $512K

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