Latest Institutional Transactions on Ishares Tr Convertible Bond Et (ICVT)

ICVT Quotes by TradingView

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
Nov 05, 2021 Q3 2021
Lincoln National Corp

SELL
 -
-2.44K
Closed
$238K - $253K
0 $0
Nov 02, 2021 Q3 2021
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-70.9K
Closed
$6.89M - $7.33M
0 $0
Oct 26, 2021 Q3 2021
Simmons Bank

SELL
 -
-12.9K
Closed
$1.25M - $1.33M
0 $0
Oct 26, 2021 Q3 2021
Advisory Resource Group

SELL
 -
-10.5K
Closed
$1.02M - $1.08M
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
50
New
$4.86K - $5.17K
50 $4.27K
Q2 2021
Nov 09, 2023 Q2 2021
Brewin Dolphin LTD

London, X0
BUY
 -
41
New
$3.8K - $4.24K
41 $3.5K
Aug 16, 2021 Q2 2021
Stringer Asset Management, LLC

Memphis, TN
SELL
 -
-25K
Closed
$2.32M - $2.58M
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-267
Closed
$24.8K - $27.6K
0 $0
Aug 13, 2021 Q2 2021
Prudential PLC

London, England, X0
SELL
 -
-12.7K
Closed
$1.18M - $1.32M
0 $0
Aug 12, 2021 Q2 2021
Darwin Advisors, LLC

SELL
 -
-56.2K
Closed
$5.22M - $5.81M
0 $0
Jul 27, 2021 Q2 2021
V Wealth Advisors LLC

SELL
 -
-65
- 0.5%
$6.03K - $6.72K
12.9K $1.1M
Jul 22, 2021 Q2 2021
Caliber Wealth Management, LLC

SELL
 -
-9.5K
Closed
$882K - $982K
0 $0
Q1 2021
Sep 11, 2023 Q1 2021
Artemis Wealth Advisors, LLC

BUY
 -
724
New
$69.2K - $79.7K
724 $61.9K
Jan 27, 2023 Q1 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-534
- 5.3%
$51.1K - $58.8K
9.55K $816K
May 18, 2021 Q1 2021
Sky View Investment Advisors, LLC

Shrewsbury, NJ
SELL
 -
-30.6K
Closed
$2.92M - $3.36M
0 $0
May 14, 2021 Q1 2021
Montag A & Associates Inc

Atlanta, GA
BUY
 -
10
New
$956 - $1.1K
10 $854
May 13, 2021 Q1 2021
Summit Rock Advisors, LP

SELL
 -
-172K
Closed
$16.5M - $19M
0 $0
May 13, 2021 Q1 2021
Sawtooth Solutions, LLC

SELL
 -
-345K
Closed
$33M - $38M
0 $0
May 11, 2021 Q1 2021
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-8.21K
Closed
$785K - $903K
0 $0
May 03, 2021 Q1 2021
Ellevest, Inc.

SELL
 -
-1.5K
Closed
$143K - $165K
0 $0
Apr 23, 2021 Q1 2021
H&H Retirement Design & Management Inc

SELL
 -
-3.39K
Closed
$324K - $373K
0 $0
Apr 16, 2021 Q1 2021
Clarus Group, Inc.

SELL
 -
-2.82K
Closed
$269K - $310K
0 $0
Apr 12, 2021 Q1 2021
Trilogy Capital Inc.

SELL
 -
-111K
Closed
$10.6M - $12.2M
0 $0
Apr 08, 2021 Q1 2021
Private Advisory Group LLC

Redmond, WA
SELL
 -
-6.53K
Closed
$624K - $719K
0 $0
Apr 01, 2021 Q1 2021
Ferguson Shapiro LLC

SELL
 -
-110K
Closed
$10.6M - $12.2M
0 $0
Q4 2020
Feb 16, 2021 Q4 2020
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-2
Closed
$162 - $194
0 $0
Feb 04, 2021 Q4 2020
New Square Capital LLC

SELL
 -
-523
Closed
$42.3K - $50.7K
0 $0
Feb 04, 2021 Q4 2020
Tbh Global Asset Management, LLC

Brentwood, TN
SELL
 -
-10.6K
Closed
$854K - $1.02M
0 $0
Jan 29, 2021 Q4 2020
Weaver Consulting Group

SELL
 -
-787
Closed
$63.7K - $76.3K
0 $0
Q3 2020
Nov 12, 2020 Q3 2020
Wintrust Investments LLC

Chicago, IL
SELL
 -
-6.65K
Closed
$476K - $561K
0 $0
Nov 12, 2020 Q3 2020
Core Wealth Advisors, Inc.

Lakeland, FL
SELL
 -
-504
Closed
$36.1K - $42.5K
0 $0
Oct 30, 2020 Q3 2020
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
SELL
 -
-12.3K
Closed
$880K - $1.04M
0 $0
Oct 22, 2020 Q3 2020
Lex Aurum Advisors, LLC

SELL
 -
-3.49K
Closed
$250K - $295K
0 $0
Oct 20, 2020 Q3 2020
Newfound Research LLC

SELL
 -
-1.5K
Closed
$107K - $126K
0 $0
Q2 2020
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-1.66K
Closed
$85.9K - $118K
0 $0
Aug 10, 2020 Q2 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-250
Closed
$12.9K - $17.8K
0 $0
Aug 10, 2020 Q2 2020
Parkside Financial Bank & Trust

BUY
 -
1.5K
New
$77.4K - $106K
1.5K $128K
Jul 27, 2020 Q2 2020
Firestone Capital Management

SELL
 -
-2.5K
Closed
$129K - $178K
0 $0
Jul 27, 2020 Q2 2020
Regions Financial Corp

SELL
 -
-16.9K
Closed
$874K - $1.2M
0 $0
Jul 10, 2020 Q2 2020
Leicht Financial Planning & Wealth Management, Inc.

SELL
 -
-13K
Closed
$673K - $925K
0 $0
Q1 2020
Mar 24, 2023 Q1 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-8.63K
- 97.35%
$402K - $593K
235 $20.1K
May 15, 2020 Q1 2020
Cibc World Market Inc.

Toronto, A6
SELL
 -
-4.03K
Closed
$188K - $277K
0 $0
May 12, 2020 Q1 2020
Wealthstar Advisors, LLC

Plano, TX
SELL
 CALL
-132K
Closed
$6.13M - $9.06M
0 $0
May 08, 2020 Q1 2020
Nvwm, LLC

SELL
 -
-160
Closed
$7.45K - $11K
0 $0
May 08, 2020 Q1 2020
Fiduciary Planning LLC

Coral Springs, FL
SELL
 -
-7.94K
Closed
$370K - $546K
0 $0
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-100
Closed
$4.66K - $6.87K
0 $0
Q3 2019
Nov 18, 2019 Q3 2019
Redwood Investment Management, LLC

Scottsdale, AZ
SELL
 -
-97.9K
Closed
$5.68M - $6.01M
0 $0
Nov 01, 2019 Q3 2019
Harvest Group Wealth Management, LLC

SELL
 -
-991
Closed
$57.6K - $60.9K
0 $0
Q2 2019
Aug 12, 2019 Q2 2019
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-2.99K
Closed
$169K - $179K
0 $0

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