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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
164+ 56.94% |
$13.6K - $14.6K
|
452
$39.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
47.3KNew |
$3.93M - $4.22M
|
47.3K
$4.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
10.3KNew |
$856K - $920K
|
10.3K
$904K
|
|
|
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
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
11.4K+ 2.71% |
$944K - $1.01M
|
430K
$37.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-557- 11.94% |
$46.3K - $49.7K
|
4.11K
$360K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6.54K+ 48.06% |
$543K - $584K
|
20.1K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.66K- 38.96% |
$138K - $148K
|
2.6K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
1.17K+ 18.75% |
$97K - $104K
|
7.39K
$648K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 25.02% |
$85.9K - $92.3K
|
5.17K
$453K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.68K+ 23.38% |
$223K - $239K
|
14.1K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
429+ 6.54% |
$35.6K - $38.3K
|
6.99K
$613K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.92K+ 20.83% |
$159K - $171K
|
11.1K
$975K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.19K+ 159.88% |
$514K - $553K
|
10.1K
$883K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.18K+ 55.18% |
$264K - $284K
|
8.93K
$784K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.59K- 44.09% |
$216K - $232K
|
3.29K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-14.7K- 47.43% |
$1.22M - $1.31M
|
16.3K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.06KNew |
$254K - $273K
|
3.06K
$268K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
314+ 3.73% |
$26.1K - $28K
|
8.74K
$767K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
120+ 96.77% |
$9.97K - $10.7K
|
244
$21.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.16KNew |
$262K - $282K
|
3.16K
$277K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
2.81KNew |
$233K - $251K
|
2.81K
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22.5K+ 41.53% |
$1.87M - $2.01M
|
76.8K
$6.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
190K+ 83.56% |
$15.8M - $17M
|
418K
$36.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
243+ 0.52% |
$20.2K - $21.7K
|
47.3K
$4.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-26.5K- 90.9% |
$2.2M - $2.36M
|
2.65K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.11K+ 49.61% |
$425K - $456K
|
15.4K
$1.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.97K+ 48.54% |
$745K - $800K
|
27.4K
$2.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.05% |
$166 - $179
|
4.39K
$385K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
112+ 4.38% |
$9.31K - $10K
|
2.67K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.56K+ 13.78% |
$545K - $586K
|
54.2K
$4.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.54K+ 53.4% |
$128K - $137K
|
4.42K
$388K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.71K+ 44.71% |
$640K - $688K
|
24.9K
$2.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.37K+ 34.27% |
$114K - $122K
|
5.37K
$471K
|
|
|
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 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
31.5KNew |
$2.62M - $2.82M
|
31.5K
$2.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
18.3KNew |
$1.52M - $1.63M
|
18.3K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.9K+ 36.12% |
$1.24M - $1.33M
|
56.3K
$4.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.47K+ 35.11% |
$122K - $132K
|
5.67K
$498K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-16K- 3.48% |
$1.33M - $1.43M
|
443K
$38.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-171- 64.77% |
$14.2K - $15.3K
|
93
$8.16K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.4KNew |
$532K - $572K
|
6.4K
$562K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-64- 0.92% |
$5.32K - $5.71K
|
6.92K
$607K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 14.88% |
$1.5K - $1.61K
|
139
$12.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.86K+ 76.77% |
$155K - $166K
|
4.29K
$376K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
527New |
$43.8K - $47.1K
|
527
$46.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-5.65K- 19.48% |
$470K - $505K
|
23.4K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-2.49K- 6.22% |
$207K - $222K
|
37.5K
$3.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.3KNew |
$357K - $384K
|
4.3K
$377K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
240New |
$19.9K - $21.4K
|
240
$21.1K
|