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 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
2.18K+ 1.5% |
$168K - $182K
|
147K
$12.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.2K+ 3.95% |
$92.6K - $100K
|
31.6K
$2.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16.9K+ 4.2% |
$1.3M - $1.41M
|
419K
$36.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-56- 1.19% |
$4.33K - $4.69K
|
4.67K
$404K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-213- 7.98% |
$16.5K - $17.8K
|
2.46K
$213K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.63K+ 13.57% |
$126K - $136K
|
13.6K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
861+ 28.29% |
$66.5K - $72K
|
3.91K
$338K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.39K+ 15.77% |
$571K - $618K
|
54.2K
$4.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15+ 14.15% |
$1.16K - $1.26K
|
121
$10.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-320- 6.65% |
$24.7K - $26.8K
|
4.49K
$389K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-774- 1.13% |
$59.8K - $64.8K
|
67.9K
$5.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
171+ 0.43% |
$13.2K - $14.3K
|
40K
$3.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.49K+ 37.1% |
$192K - $208K
|
9.2K
$797K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.88KNew |
$223K - $241K
|
2.88K
$250K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.01K- 19.58% |
$387K - $419K
|
20.6K
$1.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-328- 0.67% |
$25.3K - $27.4K
|
48.9K
$4.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.79K- 5.63% |
$370K - $400K
|
80.2K
$6.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.23K+ 17.03% |
$94.7K - $103K
|
8.43K
$730K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
175+ 1.69% |
$13.5K - $14.6K
|
10.5K
$910K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
932+ 9.5% |
$72K - $78K
|
10.7K
$930K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
222K+ 18052.15% |
$17.2M - $18.6M
|
223K
$19.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.09KNew |
$238K - $258K
|
3.09K
$267K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.56KNew |
$197K - $214K
|
2.56K
$221K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.89K- 6.98% |
$146K - $158K
|
25.2K
$2.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
892+ 105.81% |
$68.9K - $74.6K
|
1.74K
$150K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
679+ 7.06% |
$52.4K - $56.8K
|
10.3K
$892K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
670+ 19.35% |
$51.8K - $56.1K
|
4.13K
$358K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-47.7K- 87.98% |
$3.69M - $3.99M
|
6.52K
$565K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-159- 2.23% |
$12.3K - $13.3K
|
6.99K
$605K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-12- 4.0% |
$927 - $1K
|
288
$24.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
424+ 12.29% |
$32.7K - $35.5K
|
3.87K
$335K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.53KNew |
$118K - $128K
|
1.53K
$133K
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
358+ 4.57% |
$27.7K - $30K
|
8.2K
$710K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-825- 1.49% |
$63.7K - $69K
|
54.6K
$4.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-102- 13.18% |
$7.88K - $8.53K
|
672
$58.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1- 0.03% |
$77.2 - $83.7
|
3.72K
$323K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
344+ 17.7% |
$26.6K - $28.8K
|
2.29K
$198K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
155+ 3.83% |
$12K - $13K
|
4.2K
$364K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.02K+ 11.29% |
$79.1K - $85.7K
|
10.1K
$874K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
363+ 12.26% |
$28K - $30.4K
|
3.33K
$288K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-22- 0.53% |
$1.7K - $1.84K
|
4.09K
$355K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
3.59KNew |
$277K - $300K
|
3.59K
$311K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-234- 31.97% |
$18.1K - $19.6K
|
498
$43.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 0.14% |
$386 - $418
|
3.59K
$311K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
39+ 45.88% |
$3.01K - $3.26K
|
124
$10.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-397- 5.21% |
$30.7K - $33.2K
|
7.22K
$626K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-8- 1.03% |
$618 - $669
|
768
$66.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-230- 46.56% |
$17.8K - $19.2K
|
264
$22.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1.13K+ 20.97% |
$87K - $94.2K
|
6.5K
$563K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-5.86K- 3.1% |
$452K - $490K
|
183K
$15.8M
|