Purchases and Sales Made in Q4 2024 in Ishares Tr Convertible Bond Et (ICVT)
This table provides information about the institutional ownership of Ishares Tr Convertible Bond Et (ICVT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.05% |
$166 - $179
|
4.39K
$385K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.48% |
$83.1 - $89.3
|
211
$18.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$83.1 - $89.3
|
1.98K
$173K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-30- 0.44% |
$2.49K - $2.68K
|
6.74K
$591K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-40- 0.4% |
$3.32K - $3.57K
|
9.85K
$864K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-43- 0.29% |
$3.57K - $3.84K
|
14.9K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-64- 0.92% |
$5.32K - $5.71K
|
6.92K
$607K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-107- 2.04% |
$8.89K - $9.55K
|
5.14K
$450K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-109- 0.22% |
$9.06K - $9.73K
|
48.8K
$4.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-126- 0.7% |
$10.5K - $11.2K
|
17.9K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-171- 64.77% |
$14.2K - $15.3K
|
93
$8.16K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-259- 2.23% |
$21.5K - $23.1K
|
11.4K
$997K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-452- 67.26% |
$37.6K - $40.4K
|
220
$19.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-462- 0.31% |
$38.4K - $41.2K
|
148K
$13M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-557- 11.94% |
$46.3K - $49.7K
|
4.11K
$360K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-585- 11.7% |
$48.6K - $52.2K
|
4.42K
$387K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-612- 2.43% |
$50.9K - $54.6K
|
24.6K
$2.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-792- 18.69% |
$65.8K - $70.7K
|
3.45K
$302K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-959- 21.35% |
$79.7K - $85.6K
|
3.53K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.01K- 8.27% |
$83.9K - $90.2K
|
11.2K
$983K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.18K- 18.23% |
$98.4K - $106K
|
5.31K
$466K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.6K- 2.47% |
$133K - $143K
|
63.1K
$5.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.66K- 38.96% |
$138K - $148K
|
2.6K
$228K
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-2.49K- 6.22% |
$207K - $222K
|
37.5K
$3.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.59K- 44.09% |
$216K - $232K
|
3.29K
$289K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.91K- 4.72% |
$242K - $260K
|
58.8K
$5.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-5.65K- 19.48% |
$470K - $505K
|
23.4K
$2.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-5.9K- 9.77% |
$490K - $527K
|
54.5K
$4.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-10.5K- 47.34% |
$869K - $934K
|
11.6K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.9K- 88.71% |
$908K - $976K
|
1.39K
$122K
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-14.7K- 47.43% |
$1.22M - $1.31M
|
16.3K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-15.9K- 7.1% |
$1.32M - $1.42M
|
208K
$18.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-16K- 3.48% |
$1.33M - $1.43M
|
443K
$38.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-26.5K- 90.9% |
$2.2M - $2.36M
|
2.65K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-27.9K- 77.61% |
$2.32M - $2.49M
|
8.05K
$706K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-47.4K- 93.38% |
$3.94M - $4.24M
|
3.36K
$295K
|