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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-14.3K- 48.97% |
$1.19M - $1.28M
|
14.9K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
129+ 3.02% |
$10.7K - $11.5K
|
4.41K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
14.9K+ 10.44% |
$1.24M - $1.33M
|
158K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.72K- 22.12% |
$143K - $154K
|
6.06K
$563K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-246- 8.31% |
$20.5K - $22K
|
2.71K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
629+ 537.61% |
$52.3K - $56.2K
|
746
$69.4K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.02K+ 14.06% |
$84.5K - $90.7K
|
8.24K
$766K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-590- 0.14% |
$49.1K - $52.7K
|
418K
$38.8M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
282+ 17.29% |
$23.5K - $25.2K
|
1.91K
$178K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.33K+ 5.55% |
$527K - $565K
|
120K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.6K+ 4.67% |
$216K - $232K
|
58.2K
$5.41M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.66KClosed |
$387K - $416K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
346New |
$28.8K - $30.9K
|
346
$32.2K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-32.8K- 69.35% |
$2.73M - $2.93M
|
14.5K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-475- 8.16% |
$39.5K - $42.4K
|
5.34K
$497K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.02K+ 1.53% |
$168K - $180K
|
134K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
183+ 3.65% |
$15.2K - $16.3K
|
5.2K
$483K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-40.3K- 39.4% |
$3.36M - $3.6M
|
62.1K
$5.77M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
480+ 16.1% |
$39.9K - $42.8K
|
3.46K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.49K+ 6.04% |
$290K - $312K
|
61.3K
$5.7M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8+ 3.57% |
$665 - $714
|
232
$21.6K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
140+ 4.6% |
$11.6K - $12.5K
|
3.19K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.73K+ 151.62% |
$144K - $154K
|
2.87K
$266K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
550+ 9.78% |
$45.7K - $49.1K
|
6.17K
$574K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
570+ 191.28% |
$47.4K - $50.9K
|
868
$80.7K
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
4.89KNew |
$407K - $437K
|
4.89K
$455K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-3.96K- 2.25% |
$330K - $354K
|
172K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
447+ 9.11% |
$37.2K - $39.9K
|
5.35K
$498K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1.69K+ 18.43% |
$140K - $151K
|
10.8K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
162New |
$13.5K - $14.5K
|
162
$15.1K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.15K+ 6.19% |
$511K - $549K
|
105K
$9.8M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-3.79K- 2.12% |
$315K - $338K
|
175K
$16.3M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
74.4KNew |
$6.19M - $6.64M
|
74.4K
$6.91M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
12.2K+ 14.81% |
$1.02M - $1.09M
|
94.8K
$8.82M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-159- 12.43% |
$13.2K - $14.2K
|
1.12K
$104K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
56+ 0.06% |
$4.66K - $5K
|
99.8K
$9.28M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.23K- 2.85% |
$185K - $199K
|
75.8K
$7.05M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.3K- 7.05% |
$1.77M - $1.9M
|
281K
$26.1M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11- 0.42% |
$915 - $982
|
2.58K
$240K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.19K+ 24.46% |
$182K - $195K
|
11.1K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.96KNew |
$662K - $711K
|
7.96K
$740K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
43.5KNew |
$3.62M - $3.88M
|
43.5K
$4.04M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.2% |
$83.2 - $89.3
|
509
$47.3K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
27+ 0.86% |
$2.25K - $2.41K
|
3.18K
$296K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
110+ 229.17% |
$9.15K - $9.82K
|
158
$14.7K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
679+ 16.08% |
$56.5K - $60.6K
|
4.9K
$456K
|
|
|
May 12, 2025
Q1 2025
|
Florin Court Capital LLP
|
SELL
|
- |
-17.8K- 32.66% |
$1.48M - $1.59M
|
36.7K
$3.41M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
57+ 0.23% |
$4.74K - $5.09K
|
25K
$2.32M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.62K+ 10.41% |
$467K - $502K
|
59.6K
$5.54M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.87K+ 57.22% |
$239K - $256K
|
7.89K
$734K
|