Latest Institutional Transactions on Ishares Tr Convertible Bond Et (ICVT)
This table provides information on the latest institutional transactions involving Ishares Tr Convertible Bond Et (ICVT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-7- 1.04% |
$553 - $631
|
667
$62K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.5KNew |
$197K - $225K
|
2.5K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
47.6KNew |
$3.76M - $4.29M
|
47.6K
$4.43M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-2.86K- 50.97% |
$226K - $258K
|
2.76K
$256K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-110- 4.06% |
$8.69K - $9.91K
|
2.6K
$242K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4.17K- 42.64% |
$329K - $375K
|
5.61K
$521K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3- 0.1% |
$237 - $270
|
2.93K
$272K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.67K+ 55.76% |
$369K - $421K
|
13K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4KNew |
$316K - $360K
|
4K
$372K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.72K- 22.21% |
$452K - $515K
|
20K
$1.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-13.2K- 42.12% |
$1.04M - $1.19M
|
18.1K
$1.68M
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-100- 3.8% |
$7.9K - $9.01K
|
2.54K
$236K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-4.05K- 22.37% |
$320K - $365K
|
14.1K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.54K- 19.41% |
$437K - $499K
|
23K
$2.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
80+ 1.55% |
$6.32K - $7.21K
|
5.24K
$487K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.02% |
$79 - $90.1
|
4.4K
$409K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-10.8K- 34.41% |
$854K - $974K
|
20.6K
$1.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-1.4K- 37.83% |
$110K - $126K
|
2.29K
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2.32K- 33.56% |
$183K - $209K
|
4.59K
$427K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.28K- 5.01% |
$259K - $295K
|
62.1K
$5.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-8.79K- 46.03% |
$694K - $792K
|
10.3K
$958K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-10.6K- 23.4% |
$836K - $954K
|
34.6K
$3.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
2.3KNew |
$181K - $207K
|
2.3K
$214K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.65K- 3.44% |
$131K - $149K
|
46.5K
$4.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-625- 2.74% |
$49.4K - $56.3K
|
22.2K
$2.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.56K- 42.82% |
$281K - $321K
|
4.75K
$442K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.91K- 19.3% |
$151K - $172K
|
8K
$743K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.57% |
$79 - $90.1
|
175
$16.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 241.67% |
$2.29K - $2.61K
|
41
$3.81K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5.71K- 44.9% |
$451K - $514K
|
7K
$651K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-24.4K- 45.19% |
$1.93M - $2.2M
|
29.6K
$2.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-29- 80.56% |
$2.29K - $2.61K
|
7
$651
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-36- 38.71% |
$2.84K - $3.24K
|
57
$5.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.15K+ 0.49% |
$170K - $194K
|
445K
$41.4M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.76K- 31.77% |
$139K - $158K
|
3.77K
$351K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-564- 16.83% |
$44.5K - $50.8K
|
2.79K
$259K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
21+ 0.52% |
$1.66K - $1.89K
|
4.04K
$375K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.21K- 39.88% |
$175K - $199K
|
3.33K
$310K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13New |
$1.03K - $1.17K
|
13
$1.21K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
397+ 5.85% |
$31.4K - $35.8K
|
7.18K
$668K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-151- 5.96% |
$11.9K - $13.6K
|
2.38K
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-247K- 96.61% |
$19.5M - $22.3M
|
8.66K
$805K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-500- 24.27% |
$39.5K - $45.1K
|
1.56K
$145K
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
243+ 0.38% |
$19.2K - $21.9K
|
64.1K
$5.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
427+ 10.58% |
$33.7K - $38.5K
|
4.46K
$415K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
23.5K+ 540.99% |
$1.85M - $2.12M
|
27.8K
$2.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
20KNew |
$1.58M - $1.8M
|
20K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.4K- 30.59% |
$426K - $486K
|
12.2K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-35.2K- 43.93% |
$2.78M - $3.17M
|
44.9K
$4.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
98+ 44.95% |
$7.74K - $8.83K
|
316
$29.4K
|