Purchases and Sales Made in Q4 2022 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 2022. 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
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

BUY
 -
5.15K
+ 33.5%
$353K - $371K
20.5K $1.75M
May 11, 2023 Q4 2022
Ffg Retirement Advisors LLC

Centennial, CO
BUY
 -
4.73K
New
$324K - $341K
4.73K $404K
Jan 23, 2023 Q4 2022
Rhs Financial, LLC

BUY
 -
4.41K
+ 90.27%
$302K - $318K
9.3K $795K
Feb 13, 2023 Q4 2022
Tcwp LLC

Tampa, FL
BUY
 -
4.23K
+ 9.59%
$290K - $305K
48.3K $4.13M
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
4.14K
+ 6.78%
$284K - $298K
65.2K $5.57M
Feb 15, 2023 Q4 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
4.1K
New
$281K - $296K
4.1K $351K
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
3.89K
+ 25.56%
$266K - $280K
19.1K $1.63M
Feb 16, 2023 Q4 2022
Ascent Group, LLC

BUY
 -
3.81K
+ 110.57%
$261K - $274K
7.25K $619K
Feb 06, 2023 Q4 2022
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
3.63K
New
$249K - $261K
3.63K $310K
Jan 19, 2023 Q4 2022
Conservest Capital Advisors, Inc.

BUY
 -
3.6K
New
$247K - $260K
3.6K $308K
Jan 19, 2023 Q4 2022
Lion Street Advisors, LLC

BUY
 -
3.59K
New
$246K - $259K
3.59K $306K
Jan 20, 2023 Q4 2022
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
3.38K
+ 8.68%
$232K - $244K
42.3K $3.61M
Feb 14, 2023 Q4 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
3.31K
New
$227K - $239K
3.31K $283K
Feb 15, 2023 Q4 2022
Sentinus, LLC

Oak Brook, IL
BUY
 -
3.31K
+ 49.39%
$227K - $238K
10K $855K
Jan 25, 2023 Q4 2022
Calamos Advisors LLC

BUY
 -
3.26K
New
$223K - $235K
3.26K $279K
Feb 14, 2023 Q4 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
3.22K
New
$220K - $232K
3.22K $275K
Feb 10, 2023 Q4 2022
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
3.11K
New
$213K - $224K
3.11K $266K
Feb 02, 2023 Q4 2022
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
3.1K
+ 20.89%
$212K - $223K
17.9K $1.53M
Feb 14, 2023 Q4 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
3.05K
+ 11.69%
$209K - $220K
29.1K $2.49M
Jan 27, 2023 Q4 2022
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
3.03K
New
$207K - $218K
3.03K $259K
Jan 10, 2023 Q4 2022
Gries Financial LLC

Cleveland, OH
BUY
 -
2.96K
+ 5.96%
$203K - $214K
52.7K $4.5M
Feb 14, 2023 Q4 2022
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
2.88K
New
$198K - $208K
2.88K $246K
Feb 13, 2023 Q4 2022
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
2.87K
+ 50.22%
$196K - $207K
8.58K $733K
Feb 13, 2023 Q4 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
2.85K
+ 42.21%
$195K - $205K
9.61K $821K
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.7K
+ 1.1%
$185K - $195K
248K $21.2M
Feb 08, 2023 Q4 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
2.69K
+ 7.54%
$184K - $194K
38.4K $3.28M
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
2.48K
+ 1341.62%
$170K - $179K
2.67K $228K
Jan 24, 2023 Q4 2022
Osborne Partners Capital Management, LLC

BUY
 -
2.46K
+ 2.2%
$169K - $178K
114K $9.78M
Jan 31, 2023 Q4 2022
Austin Private Wealth, LLC

BUY
 -
2.29K
+ 9.78%
$157K - $165K
25.7K $2.2M
Jan 17, 2023 Q4 2022
Element Wealth, LLC

BUY
 -
2.14K
New
$146K - $154K
2.14K $182K
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
2.03K
+ 28.22%
$139K - $146K
9.2K $786K
Jan 13, 2023 Q4 2022
Merit Financial Group, LLC

BUY
 -
2.01K
+ 14.59%
$138K - $145K
15.8K $1.35M
Feb 14, 2023 Q4 2022
Stokes Family Office, LLC

BUY
 -
1.86K
+ 5.32%
$128K - $134K
36.9K $3.15M
Jan 23, 2023 Q4 2022
Patton Albertson Miller Group, LLC

BUY
 -
1.85K
+ 20.38%
$127K - $133K
10.9K $934K
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
1.79K
+ 7.27%
$123K - $129K
26.4K $2.26M
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
1.78K
+ 4.16%
$122K - $128K
44.6K $3.81M
Feb 16, 2023 Q4 2022
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.75K
+ 65.48%
$120K - $126K
4.43K $378K
Feb 08, 2023 Q4 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
1.66K
+ 1.84%
$114K - $120K
91.9K $7.86M
Jan 20, 2023 Q4 2022
Market Street Wealth Management Advisors LLC

BUY
 -
1.6K
+ 3.14%
$110K - $115K
52.6K $4.5M
Feb 14, 2023 Q4 2022
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
1.58K
+ 50.53%
$108K - $114K
4.7K $401K
Oct 10, 2024 Q4 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
1.52K
+ 155.9%
$104K - $110K
2.5K $213K
Feb 08, 2023 Q4 2022
Orion Portfolio Solutions, LLC

BUY
 -
1.49K
+ 9.75%
$102K - $107K
16.7K $1.43M
May 30, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
1.47K
New
$100K - $106K
1.47K $125K
Feb 14, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
1.47K
New
$100K - $106K
1.47K $125K
Feb 10, 2023 Q4 2022
First Horizon Advisors, Inc.

BUY
 -
1.42K
+ 21.47%
$97.3K - $102K
8.04K $687K
Feb 14, 2023 Q4 2022
Park Place Capital Corp

Birmingham, AL
BUY
 -
1.37K
New
$94.2K - $99K
1.37K $117K
Jan 11, 2023 Q4 2022
Foundations Investment Advisors, LLC

BUY
 -
1.26K
+ 1.68%
$86.5K - $91K
76.2K $6.51M
Feb 14, 2023 Q4 2022
Mcmorgan & CO LLC

San Francisco, CA
BUY
 -
1.24K
+ 1.16%
$85K - $89.4K
109K $9.28M
Feb 13, 2023 Q4 2022
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
1.22K
+ 9.33%
$83.8K - $88.1K
14.3K $1.22M

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