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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.02K+ 12.66% |
$78.9K - $85.4K
|
9.09K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.59K+ 27.96% |
$123K - $133K
|
7.28K
$631K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.68KNew |
$207K - $224K
|
2.68K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
34+ 0.61% |
$2.63K - $2.84K
|
5.57K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
12+ 5.74% |
$927 - $1K
|
221
$19.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.1K- 23.25% |
$1.55M - $1.68M
|
66.2K
$5.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.31K- 83.35% |
$256K - $277K
|
661
$57.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-63- 45.65% |
$4.87K - $5.27K
|
75
$6.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.49K- 32.01% |
$733K - $794K
|
20.2K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.39K+ 48.93% |
$108K - $116K
|
4.24K
$367K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
177KNew |
$13.7M - $14.8M
|
177K
$15.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
41.4K+ 305.52% |
$3.2M - $3.47M
|
55K
$4.76M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-517- 0.07% |
$39.9K - $43.3K
|
729K
$63.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
126+ 7.05% |
$9.73K - $10.5K
|
1.91K
$166K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
16+ 15.84% |
$1.24K - $1.34K
|
117
$10.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-23.4K- 88.6% |
$1.81M - $1.96M
|
3.01K
$261K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
635+ 11.15% |
$49K - $53.1K
|
6.33K
$548K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.12K+ 7.7% |
$86.1K - $93.3K
|
15.6K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.52K+ 4.04% |
$117K - $127K
|
39.2K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
731+ 1.78% |
$56.5K - $61.2K
|
41.7K
$3.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-987- 1.65% |
$76.2K - $82.6K
|
58.7K
$5.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.24K- 17.94% |
$328K - $355K
|
19.4K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
401+ 8.28% |
$31K - $33.6K
|
5.24K
$454K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
418+ 4.19% |
$32.3K - $35K
|
10.4K
$900K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-661- 1.33% |
$51.1K - $55.3K
|
49.2K
$4.26M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
48+ 1.16% |
$3.71K - $4.02K
|
4.17K
$361K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-643- 10.78% |
$49.7K - $53.8K
|
5.32K
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26K+ 149.91% |
$2.01M - $2.18M
|
43.3K
$3.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.14K+ 94.75% |
$87.7K - $95K
|
2.34K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.9K+ 18.09% |
$1.85M - $2M
|
156K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.78K+ 5.53% |
$446K - $483K
|
110K
$9.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
13+ 0.08% |
$1K - $1.09K
|
17.1K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
397+ 11.06% |
$30.7K - $33.2K
|
3.99K
$345K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
559+ 5.38% |
$43.2K - $46.8K
|
11K
$949K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
44+ 1.63% |
$3.4K - $3.68K
|
2.74K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
139+ 2.36% |
$10.7K - $11.6K
|
6.04K
$523K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17- 0.03% |
$1.31K - $1.42K
|
56K
$4.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
315+ 4.12% |
$24.3K - $26.4K
|
7.95K
$689K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
321KNew |
$24.8M - $26.9M
|
321K
$27.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
583+ 3.5% |
$45K - $48.8K
|
17.2K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.51K+ 2.15% |
$271K - $294K
|
167K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4+ 0.16% |
$309 - $335
|
2.5K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-13- 20.63% |
$1K - $1.09K
|
50
$4.33K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
196+ 7.08% |
$15.1K - $16.4K
|
2.97K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
31.1K+ 7.25% |
$2.4M - $2.6M
|
459K
$39.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
130+ 2.91% |
$10K - $10.9K
|
4.6K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-638- 17.32% |
$49.3K - $53.4K
|
3.05K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
654+ 22.33% |
$50.5K - $54.7K
|
3.58K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
412+ 10.82% |
$31.8K - $34.5K
|
4.22K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-2.5K- 12.16% |
$193K - $209K
|
18K
$1.56M
|