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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
6.84KNew |
$568K - $610K
|
6.84K
$588K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
25New |
$2.08K - $2.23K
|
25
$2.15K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
37New |
$3.07K - $3.3K
|
37
$3.18K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.71K- 8.81% |
$225K - $242K
|
28.1K
$2.41M
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.48KNew |
$206K - $221K
|
2.48K
$213K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.75KNew |
$727K - $782K
|
8.75K
$752K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
4.47K+ 61.38% |
$371K - $399K
|
11.8K
$1.01M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.18K+ 68.85% |
$347K - $373K
|
10.2K
$880K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.71% |
$166 - $179
|
285
$24.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
786+ 20.67% |
$65.3K - $70.2K
|
4.59K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.1K+ 58.62% |
$1.92M - $2.06M
|
62.4K
$5.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.89K+ 3.63% |
$240K - $258K
|
82.6K
$7.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.61KNew |
$300K - $322K
|
3.61K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-236- 2.46% |
$19.6K - $21.1K
|
9.36K
$804K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
248+ 4.45% |
$20.6K - $22.1K
|
5.82K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.94K+ 83.21% |
$161K - $173K
|
4.28K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
199+ 5.85% |
$16.5K - $17.8K
|
3.6K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
29.2KNew |
$2.43M - $2.61M
|
29.2K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.13K+ 27.6% |
$94.2K - $101K
|
5.24K
$451K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
27.4K+ 11.13% |
$2.27M - $2.44M
|
273K
$23.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
123New |
$10.2K - $11K
|
123
$10.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-259- 4.23% |
$21.5K - $23.1K
|
5.86K
$504K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
136K+ 5.88% |
$11.3M - $12.2M
|
2.45M
$211M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11+ 7.59% |
$914 - $982
|
156
$13.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-19- 0.56% |
$1.58K - $1.7K
|
3.4K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
100+ 0.36% |
$8.31K - $8.93K
|
27.7K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
3.4KNew |
$283K - $304K
|
3.4K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.83KNew |
$235K - $252K
|
2.83K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-65.7K- 9.01% |
$5.46M - $5.87M
|
663K
$57M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.09K- 13.73% |
$755K - $812K
|
57.1K
$4.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
83.9K+ 81.26% |
$6.97M - $7.49M
|
187K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
63.1K+ 128.41% |
$5.24M - $5.64M
|
112K
$9.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3KNew |
$249K - $268K
|
3K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
102KNew |
$8.51M - $9.14M
|
102K
$8.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
408+ 77.57% |
$33.9K - $36.4K
|
934
$80.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-174- 2.77% |
$14.5K - $15.5K
|
6.11K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
110+ 23.5% |
$9.14K - $9.82K
|
578
$49.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
15New |
$1.25K - $1.34K
|
15
$1.29K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.82K- 10.25% |
$483K - $519K
|
50.9K
$4.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.74K- 32.44% |
$311K - $334K
|
7.78K
$669K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
197+ 18.21% |
$16.4K - $17.6K
|
1.28K
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
88.5K+ 32.26% |
$7.35M - $7.9M
|
363K
$31.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-244- 1.5% |
$20.3K - $21.8K
|
16K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.3K+ 38.98% |
$108K - $116K
|
4.62K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.41K+ 33.48% |
$117K - $126K
|
5.62K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.87K- 18.33% |
$322K - $346K
|
17.2K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
287+ 9.42% |
$23.8K - $25.6K
|
3.34K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 0.39% |
$415 - $446
|
1.28K
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.07K+ 55.83% |
$88.7K - $95.4K
|
2.98K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2.35K+ 3.18% |
$195K - $210K
|
76.3K
$6.56M
|