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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-500- 24.27% |
$39.5K - $45.1K
|
1.56K
$145K
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
243+ 0.38% |
$19.2K - $21.9K
|
64.1K
$5.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
427+ 10.58% |
$33.7K - $38.5K
|
4.46K
$415K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
23.5K+ 540.99% |
$1.85M - $2.12M
|
27.8K
$2.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
20KNew |
$1.58M - $1.8M
|
20K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.4K- 30.59% |
$426K - $486K
|
12.2K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-35.2K- 43.93% |
$2.78M - $3.17M
|
44.9K
$4.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
98+ 44.95% |
$7.74K - $8.83K
|
316
$29.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
697+ 9.62% |
$55K - $62.8K
|
7.94K
$738K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.53K- 20.19% |
$358K - $408K
|
17.9K
$1.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.33K+ 11.85% |
$105K - $120K
|
12.5K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.98KNew |
$235K - $268K
|
2.98K
$277K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
94+ 3.07% |
$7.42K - $8.47K
|
3.16K
$293K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
1K+ 8.89% |
$79.1K - $90.2K
|
12.3K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-536- 4.94% |
$42.3K - $48.3K
|
10.3K
$959K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
206+ 1.83% |
$16.3K - $18.6K
|
11.5K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-416- 12.82% |
$32.9K - $37.5K
|
2.83K
$263K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.86K- 4.27% |
$226K - $258K
|
64.1K
$5.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.15K- 18.59% |
$91.1K - $104K
|
5.05K
$469K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-347- 10.94% |
$27.4K - $31.3K
|
2.83K
$263K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
155+ 1.36% |
$12.2K - $14K
|
11.6K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-30- 11.45% |
$2.37K - $2.7K
|
232
$21.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
310+ 0.63% |
$24.5K - $27.9K
|
49.4K
$4.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
149+ 0.4% |
$11.8K - $13.4K
|
37.8K
$3.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.02% |
$158 - $180
|
11.3K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.65K+ 7.03% |
$288K - $329K
|
55.6K
$5.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-60- 1.46% |
$4.74K - $5.41K
|
4.06K
$377K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.69K+ 121.97% |
$607K - $693K
|
14K
$1.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18New |
$1.42K - $1.62K
|
18
$1.67K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
15+ 4.79% |
$1.18K - $1.35K
|
328
$30.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
109KNew |
$8.62M - $9.83M
|
109K
$10.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.16K- 21.12% |
$91.8K - $105K
|
4.34K
$403K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-546- 7.38% |
$43.1K - $49.2K
|
6.85K
$637K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-629- 17.79% |
$49.7K - $56.7K
|
2.91K
$270K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-681- 19.17% |
$53.8K - $61.4K
|
2.87K
$267K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.44% |
$316 - $360
|
903
$84K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
92+ 1.32% |
$7.27K - $8.29K
|
7.06K
$656K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.86K- 17.56% |
$147K - $167K
|
8.71K
$810K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
116K+ 90.36% |
$9.19M - $10.5M
|
245K
$22.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-88- 36.67% |
$6.95K - $7.93K
|
152
$14.1K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.66KNew |
$210K - $240K
|
2.66K
$247K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-4K- 9.9% |
$316K - $360K
|
36.4K
$3.38M
|
|
| Q1 2025 | |||||||
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.27K- 22.19% |
$189K - $203K
|
7.97K
$741K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
23+ 0.09% |
$1.91K - $2.05K
|
24.3K
$2.25M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-223- 90.65% |
$18.5K - $19.9K
|
23
$2.14K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
461New |
$38.3K - $41.2K
|
461
$42.9K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.65K+ 15.55% |
$220K - $236K
|
19.7K
$1.83M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
173New |
$14.4K - $15.4K
|
173
$16.1K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
208K+ 87.69% |
$17.3M - $18.5M
|
444K
$41.3M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
224+ 170.99% |
$18.6K - $20K
|
355
$33K
|
|