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 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
20KNew |
$1.54M - $1.67M
|
20K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2New |
$154 - $167
|
2
$173
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.57KNew |
$276K - $299K
|
3.57K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-524- 10.79% |
$40.5K - $43.8K
|
4.33K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.65K+ 174.71% |
$437K - $473K
|
8.89K
$770K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
4.8K+ 5.57% |
$371K - $402K
|
91K
$7.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
12New |
$927 - $1K
|
12
$1.04K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.11K- 9.29% |
$163K - $177K
|
20.6K
$1.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-219- 2.23% |
$16.9K - $18.3K
|
9.59K
$831K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-105- 1.9% |
$8.11K - $8.79K
|
5.41K
$468K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-649- 20.39% |
$50.1K - $54.3K
|
2.53K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
56New |
$4.33K - $4.69K
|
56
$4.85K
|
|
|
Nov 08, 2024
Q3 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
11.5KNew |
$886K - $960K
|
11.5K
$994K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
67+ 2.81% |
$5.18K - $5.61K
|
2.45K
$212K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.9K+ 5.93% |
$2.31M - $2.5M
|
533K
$46.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12.7K+ 19.96% |
$978K - $1.06M
|
76.1K
$6.59M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
314+ 25.72% |
$24.3K - $26.3K
|
1.54K
$133K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
827+ 12.19% |
$63.9K - $69.2K
|
7.61K
$659K
|
|
|
Nov 08, 2024
Q3 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-3.5K- 10.76% |
$270K - $293K
|
29K
$2.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
4New |
$309 - $335
|
4
$346
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
115+ 35.6% |
$8.88K - $9.62K
|
438
$37.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-23.9K- 58.19% |
$1.85M - $2M
|
17.2K
$1.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
603+ 14.03% |
$46.6K - $50.5K
|
4.9K
$425K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.48KNew |
$191K - $207K
|
2.48K
$215K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-397- 3.99% |
$30.7K - $33.2K
|
9.54K
$826K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.48% |
$77.2 - $83.7
|
210
$18.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-3.56K- 0.73% |
$275K - $297K
|
481K
$41.6M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
58.5K+ 13.96% |
$4.52M - $4.9M
|
478K
$41.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-73- 1.29% |
$5.64K - $6.11K
|
5.59K
$484K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
413+ 3.94% |
$31.9K - $34.6K
|
10.9K
$943K
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-153- 3.87% |
$11.8K - $12.8K
|
3.8K
$329K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.05K+ 3.86% |
$390K - $422K
|
136K
$11.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
BUY
|
- |
60.4KNew |
$4.67M - $5.05M
|
60.4K
$5.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.9K+ 2.92% |
$2.47M - $2.67M
|
1.13M
$97.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-91- 2.1% |
$7.03K - $7.61K
|
4.25K
$368K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
291+ 1.55% |
$22.5K - $24.3K
|
19.1K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.04K- 4.33% |
$80.5K - $87.2K
|
23K
$1.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-226- 3.6% |
$17.5K - $18.9K
|
6.05K
$524K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7.81K+ 5.03% |
$603K - $653K
|
163K
$14.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12+ 1.12% |
$927 - $1K
|
1.08K
$93.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-16.8K- 80.26% |
$1.3M - $1.41M
|
4.13K
$358K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 0.63% |
$77.2 - $83.7
|
159
$13.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3+ 0.06% |
$232 - $251
|
5.43K
$470K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2+ 0.4% |
$154 - $167
|
503
$43.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
124+ 8.22% |
$9.58K - $10.4K
|
1.63K
$141K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4- 17.39% |
$309 - $335
|
19
$1.65K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
53New |
$4.09K - $4.43K
|
53
$4.59K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-64- 2.05% |
$4.94K - $5.35K
|
3.06K
$265K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
86+ 0.43% |
$6.64K - $7.2K
|
20.1K
$1.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-23- 4.36% |
$1.78K - $1.92K
|
504
$43.7K
|