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 |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
258+ 73.09% |
$23K - $25.8K
|
611
$59.9K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
798+ 30.7% |
$71.3K - $79.9K
|
3.4K
$333K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-709- 2.26% |
$63.3K - $71K
|
30.7K
$3.01M
|
|
|
Dec 01, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
13.1K+ 43.45% |
$1.17M - $1.31M
|
43.3K
$4.25M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
191New |
$17.1K - $19.1K
|
191
$18.7K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-87- 15.32% |
$7.77K - $8.71K
|
481
$47.2K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
234New |
$20.9K - $23.4K
|
234
$23K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.05K+ 63.24% |
$93.8K - $105K
|
2.71K
$266K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
104+ 36.49% |
$9.29K - $10.4K
|
389
$38.2K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
334+ 4.17% |
$29.8K - $33.5K
|
8.35K
$819K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
81+ 15.76% |
$7.23K - $8.11K
|
595
$58.4K
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.62K+ 1.77% |
$145K - $163K
|
93.4K
$9.16M
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-1.17K- 2.56% |
$105K - $117K
|
44.5K
$4.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
91.6K+ 56.5% |
$8.18M - $9.17M
|
254K
$24.9M
|
|
|
Nov 14, 2025
Q3 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
2.77KNew |
$247K - $277K
|
2.77K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
800+ 27.59% |
$71.4K - $80.1K
|
3.7K
$363K
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-35.2K- 12.74% |
$3.14M - $3.53M
|
241K
$23.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
17.8K+ 68.14% |
$1.59M - $1.78M
|
43.9K
$4.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.65K- 45.94% |
$148K - $166K
|
1.95K
$191K
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
197+ 9.48% |
$17.6K - $19.7K
|
2.28K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-242K- 19.29% |
$21.6M - $24.2M
|
1.01M
$99.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82.3K+ 3.21% |
$7.35M - $8.25M
|
2.65M
$260M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.1K+ 7.84% |
$2.42M - $2.72M
|
373K
$36.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.11KNew |
$189K - $212K
|
2.11K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
323K+ 251.16% |
$28.8M - $32.3M
|
451K
$44.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.45K+ 32.11% |
$129K - $145K
|
5.95K
$584K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.48K+ 4.34% |
$310K - $348K
|
83.5K
$8.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.17K+ 35.88% |
$105K - $117K
|
4.44K
$436K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.85K+ 41.37% |
$433K - $486K
|
16.6K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.14K+ 25.84% |
$102K - $114K
|
5.56K
$546K
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.64K+ 6.69% |
$146K - $164K
|
26.1K
$2.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-256- 7.69% |
$22.9K - $25.6K
|
3.08K
$302K
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1.43K+ 21.24% |
$128K - $143K
|
8.17K
$802K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
958+ 12.65% |
$85.5K - $96K
|
8.53K
$837K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.7K+ 13.74% |
$2.56M - $2.87M
|
237K
$23.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
129K+ 89.68% |
$11.5M - $12.9M
|
273K
$26.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-33.9K- 87.98% |
$3.02M - $3.39M
|
4.63K
$454K
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-29.2K- 17.75% |
$2.61M - $2.93M
|
135K
$13.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-26K- 43.31% |
$2.32M - $2.6M
|
34K
$3.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-124- 2.47% |
$11.1K - $12.4K
|
4.89K
$480K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 16.67% |
$268 - $301
|
21
$2.06K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-58- 0.37% |
$5.18K - $5.81K
|
15.7K
$1.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.7K+ 2.94% |
$241K - $271K
|
94.7K
$9.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-5.21K- 11.97% |
$465K - $522K
|
38.3K
$3.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
228+ 2.23% |
$20.4K - $22.8K
|
10.5K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-373- 12.15% |
$33.3K - $37.4K
|
2.7K
$265K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.06KNew |
$363K - $407K
|
4.06K
$399K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.9K+ 14.2% |
$795K - $892K
|
71.6K
$7.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
200+ 6.27% |
$17.9K - $20K
|
3.39K
$333K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-25.9K- 15.46% |
$2.32M - $2.6M
|
142K
$13.9M
|
|