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 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
153K+ 150.38% |
$11.8M - $12.8M
|
255K
$22.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-18.4K- 6.96% |
$1.42M - $1.54M
|
246K
$21.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.77KNew |
$523K - $567K
|
6.77K
$586K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-453- 12.35% |
$35K - $37.9K
|
3.21K
$278K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
164+ 45.3% |
$12.7K - $13.7K
|
526
$45.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.98K+ 2.41% |
$230K - $250K
|
127K
$11M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.03K- 2.79% |
$79.5K - $86.1K
|
35.8K
$3.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-215- 3.34% |
$16.6K - $18K
|
6.23K
$539K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.5K- 20.27% |
$116K - $125K
|
5.88K
$510K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
774+ 16.47% |
$59.8K - $64.8K
|
5.47K
$474K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
45.4KNew |
$3.51M - $3.8M
|
45.4K
$3.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
645+ 17.86% |
$49.8K - $54K
|
4.26K
$369K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
64+ 1.12% |
$4.94K - $5.35K
|
5.76K
$499K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-333- 0.7% |
$25.7K - $27.9K
|
47K
$4.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
31KNew |
$2.4M - $2.59M
|
31K
$2.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-90- 0.41% |
$6.95K - $7.53K
|
22.1K
$1.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
957+ 2.37% |
$73.9K - $80.1K
|
41.4K
$3.58M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-139- 5.07% |
$10.7K - $11.6K
|
2.61K
$226K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
275+ 3.5% |
$21.2K - $23K
|
8.12K
$704K
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
3.17K+ 17.94% |
$245K - $265K
|
20.8K
$1.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
110K+ 93.41% |
$8.5M - $9.21M
|
228K
$19.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
7.6K+ 4.94% |
$587K - $635K
|
161K
$14M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.62K+ 122.57% |
$357K - $387K
|
8.39K
$727K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
497+ 11.49% |
$38.4K - $41.6K
|
4.82K
$418K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.79KNew |
$216K - $234K
|
2.79K
$242K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
385+ 5.01% |
$29.7K - $32.2K
|
8.07K
$699K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
327+ 2.0% |
$25.3K - $27.4K
|
16.7K
$1.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11K- 21.79% |
$847K - $918K
|
39.4K
$3.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
7.6K+ 4.94% |
$587K - $635K
|
161K
$14M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
601+ 5.54% |
$46.4K - $50.3K
|
11.5K
$992K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.86% |
$154 - $167
|
235
$20.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
758+ 13.06% |
$58.5K - $63.4K
|
6.56K
$568K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
50.8KNew |
$3.92M - $4.25M
|
50.8K
$4.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-67- 1.59% |
$5.18K - $5.61K
|
4.14K
$359K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.18K+ 6.79% |
$90.8K - $98.3K
|
18.5K
$1.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-375- 5.77% |
$29K - $31.4K
|
6.12K
$530K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-6- 0.1% |
$463 - $502
|
5.91K
$512K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.06K- 15.62% |
$81.6K - $88.4K
|
5.71K
$495K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-31- 0.94% |
$2.39K - $2.59K
|
3.26K
$283K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.43KNew |
$188K - $203K
|
2.43K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.15K+ 11.46% |
$88.9K - $96.3K
|
11.2K
$969K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.89KNew |
$223K - $241K
|
2.89K
$250K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-39- 1.94% |
$3.01K - $3.26K
|
1.97K
$171K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
80+ 0.69% |
$6.18K - $6.69K
|
11.6K
$1.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
4.06K+ 2.82% |
$314K - $340K
|
148K
$12.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
10.2K+ 53.96% |
$789K - $855K
|
29.1K
$2.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-173- 1.15% |
$13.4K - $14.5K
|
14.9K
$1.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.29K+ 12.91% |
$563K - $610K
|
63.8K
$5.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.53K+ 14.29% |
$118K - $128K
|
12.2K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.27KNew |
$252K - $273K
|
3.27K
$283K
|