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 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.86K+ 1.56% |
$155K - $166K
|
121K
$11.3M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.54K+ 43.04% |
$378K - $405K
|
15.1K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-120- 0.98% |
$9.98K - $10.7K
|
12.1K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-84- 1.83% |
$6.99K - $7.5K
|
4.51K
$419K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.8K- 25.3% |
$150K - $161K
|
5.32K
$494K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-200- 65.57% |
$16.6K - $17.9K
|
105
$9.76K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
73+ 0.88% |
$6.07K - $6.52K
|
8.34K
$775K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 28.38% |
$108K - $116K
|
5.89K
$548K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.15K- 18.12% |
$95.2K - $102K
|
5.18K
$481K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
7.76K+ 47.09% |
$645K - $692K
|
24.2K
$2.25M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
38.5KNew |
$3.2M - $3.44M
|
38.5K
$3.58M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-4- 2.38% |
$333 - $357
|
164
$15.2K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
59+ 168.57% |
$4.91K - $5.27K
|
94
$8.74K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-186- 3.62% |
$15.5K - $16.6K
|
4.95K
$460K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-402- 7.57% |
$33.4K - $35.9K
|
4.91K
$456K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.6K+ 1.62% |
$299K - $321K
|
226K
$21M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
781+ 11.59% |
$65K - $69.7K
|
7.52K
$699K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
649+ 13.37% |
$54K - $57.9K
|
5.5K
$512K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
46+ 0.38% |
$3.83K - $4.11K
|
12.2K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.8K+ 25.5% |
$233K - $250K
|
13.8K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.18K+ 0.72% |
$97.7K - $105K
|
165K
$15.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-12.2K- 81.64% |
$1.01M - $1.08M
|
2.73K
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-552- 0.68% |
$45.9K - $49.3K
|
80.1K
$7.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9+ 0.13% |
$749 - $803
|
7.13K
$663K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
575+ 5.94% |
$47.8K - $51.3K
|
10.3K
$953K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-6- 24.0% |
$499 - $536
|
19
$1.77K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.47K+ 14.93% |
$122K - $131K
|
11.3K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
352New |
$29.3K - $31.4K
|
352
$32.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.81K+ 19.89% |
$234K - $251K
|
16.9K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.5K+ 3.71% |
$4.53M - $4.87M
|
1.52M
$142M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.44KNew |
$203K - $218K
|
2.44K
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
80+ 0.4% |
$6.65K - $7.14K
|
20.2K
$1.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
361+ 5.45% |
$30K - $32.2K
|
6.99K
$650K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
187+ 7.2% |
$15.6K - $16.7K
|
2.79K
$259K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
36+ 1.07% |
$2.99K - $3.21K
|
3.4K
$316K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.44KNew |
$286K - $307K
|
3.44K
$320K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-29- 0.9% |
$2.41K - $2.59K
|
3.21K
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
175+ 7.64% |
$14.6K - $15.6K
|
2.47K
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.46KNew |
$287K - $308K
|
3.46K
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.15K- 5.95% |
$95.2K - $102K
|
18.1K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
44.8K+ 49.69% |
$3.73M - $4M
|
135K
$12.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.33K+ 1.29% |
$194K - $208K
|
183K
$17M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
200+ 0.1% |
$16.6K - $17.9K
|
208K
$19.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-198- 1.1% |
$16.5K - $17.7K
|
17.7K
$1.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.1K+ 27.02% |
$91.4K - $98.1K
|
5.17K
$480K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
217+ 76.14% |
$18.1K - $19.4K
|
502
$46.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-5.76K- 24.63% |
$479K - $514K
|
17.6K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.37K- 50.0% |
$114K - $122K
|
1.37K
$127K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-15- 0.35% |
$1.25K - $1.34K
|
4.28K
$398K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.05K+ 28.22% |
$254K - $273K
|
13.9K
$1.29M
|