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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
7.6K+ 4.94% |
$587K - $635K
|
161K
$13.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
7.6K+ 4.94% |
$587K - $635K
|
161K
$13.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
110K+ 93.41% |
$8.5M - $9.21M
|
228K
$19.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
275+ 3.5% |
$21.2K - $23K
|
8.12K
$694K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.62K+ 122.57% |
$357K - $387K
|
8.39K
$717K
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
3.17K+ 17.94% |
$245K - $265K
|
20.8K
$1.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.79KNew |
$216K - $234K
|
2.79K
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
385+ 5.01% |
$29.7K - $32.2K
|
8.07K
$690K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
758+ 13.06% |
$58.5K - $63.4K
|
6.56K
$561K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.86% |
$154 - $167
|
235
$20.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
601+ 5.54% |
$46.4K - $50.3K
|
11.5K
$978K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
50.8KNew |
$3.92M - $4.25M
|
50.8K
$4.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-375- 5.77% |
$29K - $31.4K
|
6.12K
$523K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-67- 1.59% |
$5.18K - $5.61K
|
4.14K
$354K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.18K+ 6.79% |
$90.8K - $98.3K
|
18.5K
$1.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.06K- 15.62% |
$81.6K - $88.4K
|
5.71K
$488K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-31- 0.94% |
$2.39K - $2.59K
|
3.26K
$279K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-6- 0.1% |
$463 - $502
|
5.91K
$505K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.43KNew |
$188K - $203K
|
2.43K
$207K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.15K+ 11.46% |
$88.9K - $96.3K
|
11.2K
$956K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.89KNew |
$223K - $241K
|
2.89K
$246K
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
10.2K+ 53.96% |
$789K - $855K
|
29.1K
$2.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.53K+ 14.29% |
$118K - $128K
|
12.2K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
4.06K+ 2.82% |
$314K - $340K
|
148K
$12.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-39- 1.94% |
$3.01K - $3.26K
|
1.97K
$169K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
80+ 0.69% |
$6.18K - $6.69K
|
11.6K
$993K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-173- 1.15% |
$13.4K - $14.5K
|
14.9K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.29K+ 12.91% |
$563K - $610K
|
63.8K
$5.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
2.18K+ 1.5% |
$168K - $182K
|
147K
$12.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.2K+ 3.95% |
$92.6K - $100K
|
31.6K
$2.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16.9K+ 4.2% |
$1.3M - $1.41M
|
419K
$35.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-213- 7.98% |
$16.5K - $17.8K
|
2.46K
$210K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.27KNew |
$252K - $273K
|
3.27K
$279K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-56- 1.19% |
$4.33K - $4.69K
|
4.67K
$399K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
861+ 28.29% |
$66.5K - $72K
|
3.91K
$334K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.39K+ 15.77% |
$571K - $618K
|
54.2K
$4.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15+ 14.15% |
$1.16K - $1.26K
|
121
$10.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.63K+ 13.57% |
$126K - $136K
|
13.6K
$1.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.01K- 19.58% |
$387K - $419K
|
20.6K
$1.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.79K- 5.63% |
$370K - $400K
|
80.2K
$6.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-774- 1.13% |
$59.8K - $64.8K
|
67.9K
$5.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
171+ 0.43% |
$13.2K - $14.3K
|
40K
$3.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.49K+ 37.1% |
$192K - $208K
|
9.2K
$786K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.88KNew |
$223K - $241K
|
2.88K
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-320- 6.65% |
$24.7K - $26.8K
|
4.49K
$384K
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-328- 0.67% |
$25.3K - $27.4K
|
48.9K
$4.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.23K+ 17.03% |
$94.7K - $103K
|
8.43K
$720K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
175+ 1.69% |
$13.5K - $14.6K
|
10.5K
$898K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
932+ 9.5% |
$72K - $78K
|
10.7K
$918K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
222K+ 18052.15% |
$17.2M - $18.6M
|
223K
$19.1M
|