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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-42- 2.71% |
$2.88K - $3.03K
|
1.51K
$130K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
19.5KNew |
$1.34M - $1.41M
|
19.5K
$1.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
6New |
$411 - $432
|
6
$517
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-16.6K- 37.84% |
$1.14M - $1.2M
|
27.3K
$2.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
542+ 17.01% |
$37.1K - $39.1K
|
3.73K
$321K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.63KNew |
$249K - $261K
|
3.63K
$313K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
27+ 0.47% |
$1.85K - $1.95K
|
5.82K
$502K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27.5KNew |
$1.88M - $1.98M
|
27.5K
$2.37M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-19.9K- 68.58% |
$1.36M - $1.43M
|
9.1K
$784K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-530- 96.36% |
$36.3K - $38.2K
|
20
$1.72K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.44K- 15.79% |
$98.6K - $104K
|
7.67K
$661K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-121- 0.49% |
$8.29K - $8.72K
|
24.6K
$2.12M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
120+ 4.15% |
$8.22K - $8.65K
|
3.01K
$260K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
314+ 7.05% |
$21.5K - $22.6K
|
4.77K
$411K
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.03KNew |
$207K - $218K
|
3.03K
$261K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-57.3K- 99.63% |
$3.93M - $4.13M
|
215
$18.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.46KNew |
$511K - $538K
|
7.46K
$643K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
3.26KNew |
$223K - $235K
|
3.26K
$281K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8.71KNew |
$597K - $628K
|
8.71K
$751K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-70- 41.18% |
$4.8K - $5.04K
|
100
$8.62K
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-92- 0.43% |
$6.3K - $6.63K
|
21.2K
$1.82M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
16New |
$1.1K - $1.15K
|
16
$1.38K
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-11.6K- 37.18% |
$793K - $834K
|
19.5K
$1.68M
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-901- 19.16% |
$61.7K - $64.9K
|
3.8K
$328K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-162- 6.45% |
$11.1K - $11.7K
|
2.35K
$202K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-1.37K- 9.15% |
$93.8K - $98.7K
|
13.6K
$1.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Hall Private Wealth Advisors
|
BUY
|
- |
14KNew |
$962K - $1.01M
|
14K
$1.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-77- 0.82% |
$5.28K - $5.55K
|
9.34K
$805K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-171- 4.22% |
$11.7K - $12.3K
|
3.88K
$334K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.31% |
$891 - $937
|
4.22K
$363K
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-3.06K- 38.37% |
$209K - $220K
|
4.91K
$423K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
30New |
$2.06K - $2.16K
|
30
$2.59K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
534+ 3.98% |
$36.6K - $38.5K
|
13.9K
$1.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
32New |
$2.19K - $2.31K
|
32
$2.76K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
70New |
$4.8K - $5.04K
|
70
$6.03K
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-4.09K- 52.46% |
$280K - $295K
|
3.71K
$320K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
211+ 6.11% |
$14.5K - $15.2K
|
3.66K
$316K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.01K+ 14.59% |
$138K - $145K
|
15.8K
$1.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3New |
$206 - $216
|
3
$259
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
55New |
$3.77K - $3.96K
|
55
$4.74K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-402- 2.02% |
$27.5K - $29K
|
19.5K
$1.68M
|
|
| Q3 2022 | |||||||
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-13.7K- 57.13% |
$943K - $1.05M
|
10.3K
$888K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.78KClosed |
$122K - $136K
|
0
$0
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-245- 3.26% |
$16.8K - $18.8K
|
7.27K
$626K
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
37.1K+ 167.12% |
$2.55M - $2.84M
|
59.4K
$5.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
31New |
$2.13K - $2.37K
|
31
$2.67K
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
555New |
$38.1K - $42.5K
|
555
$47.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
124New |
$8.51K - $9.49K
|
124
$10.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-710- 6.32% |
$48.7K - $54.4K
|
10.5K
$907K
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
67.5KNew |
$4.63M - $5.17M
|
67.5K
$5.82M
|
|