Purchases and Sales Made in Q4 2022 in Ishares Tr Convertible Bond Et (ICVT)
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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.21K+ 20.8% |
$83.2K - $87.5K
|
7.05K
$599K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.2K+ 35.86% |
$82.2K - $86.4K
|
4.54K
$386K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.12K+ 18.97% |
$76.8K - $80.7K
|
7.02K
$596K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.02KNew |
$70.2K - $73.8K
|
1.02K
$86.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
977+ 3.3% |
$67K - $70.4K
|
30.6K
$2.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
954+ 0.25% |
$65.4K - $68.8K
|
390K
$33.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
923+ 2.33% |
$63.3K - $66.5K
|
40.6K
$3.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
890+ 19.66% |
$61K - $64.1K
|
5.42K
$460K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
640+ 1.3% |
$43.9K - $46.1K
|
49.9K
$4.24M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
633+ 9.26% |
$43.4K - $45.6K
|
7.47K
$634K
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
602+ 6.56% |
$41.3K - $43.4K
|
9.78K
$830K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
598New |
$41K - $43.1K
|
598
$50.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
592New |
$40.6K - $42.7K
|
592
$50.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
542+ 17.01% |
$37.1K - $39.1K
|
3.73K
$317K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
534+ 3.98% |
$36.6K - $38.5K
|
13.9K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
518+ 4.56% |
$35.5K - $37.3K
|
11.9K
$1.01M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
512+ 7.28% |
$35.1K - $36.9K
|
7.54K
$640K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
486New |
$33.3K - $35K
|
486
$41.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
450New |
$30.8K - $32.4K
|
450
$38.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
442+ 2.9% |
$30.3K - $31.9K
|
15.7K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
404+ 3.63% |
$27.7K - $29.1K
|
11.5K
$978K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
382+ 8.13% |
$26.2K - $27.5K
|
5.08K
$431K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
377+ 2.83% |
$25.8K - $27.2K
|
13.7K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
374New |
$25.6K - $27K
|
374
$31.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
336+ 5.88% |
$23K - $24.2K
|
6.05K
$514K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
314+ 7.05% |
$21.5K - $22.6K
|
4.77K
$405K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
282+ 116.53% |
$19.3K - $20.3K
|
524
$44.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
272+ 14.06% |
$18.6K - $19.6K
|
2.21K
$187K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
216+ 1.08% |
$14.8K - $15.6K
|
20.2K
$1.72M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
211+ 6.11% |
$14.5K - $15.2K
|
3.66K
$311K
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
200+ 6.15% |
$13.7K - $14.4K
|
3.45K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
192+ 8.92% |
$13.2K - $13.8K
|
2.35K
$199K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
180New |
$12.3K - $13K
|
180
$15.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
176+ 1.91% |
$12.1K - $12.7K
|
9.37K
$795K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
174New |
$11.9K - $12.5K
|
174
$14.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
136New |
$9.32K - $9.8K
|
136
$11.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
128New |
$8.77K - $9.22K
|
128
$10.9K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
120+ 4.15% |
$8.22K - $8.65K
|
3.01K
$256K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
118+ 7.57% |
$8.09K - $8.5K
|
1.68K
$142K
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
BUY
|
- |
115+ 3.58% |
$7.88K - $8.29K
|
3.33K
$283K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
112+ 0.68% |
$7.68K - $8.07K
|
16.6K
$1.41M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
105+ 96.33% |
$7.2K - $7.57K
|
214
$18.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
103+ 1.24% |
$7.06K - $7.42K
|
8.39K
$712K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
100+ 17.79% |
$6.85K - $7.21K
|
662
$56.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$6.85K - $7.21K
|
100
$8.49K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
100+ 2.5% |
$6.85K - $7.21K
|
4.1K
$348K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
98+ 3.08% |
$6.72K - $7.06K
|
3.28K
$278K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
97+ 0.82% |
$6.65K - $6.99K
|
12K
$1.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
96+ 2.38% |
$6.58K - $6.92K
|
4.14K
$351K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
87New |
$5.96K - $6.27K
|
87
$7.39K
|