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 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.02% |
$89.3 - $100
|
4.4K
$431K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
4.67K+ 75.77% |
$417K - $468K
|
10.8K
$1.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
320+ 13.31% |
$28.6K - $32.1K
|
2.72K
$267K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-24.7K- 66.91% |
$2.2M - $2.47M
|
12.2K
$1.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
929+ 19.55% |
$83K - $93.1K
|
5.68K
$557K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-117K- 98.33% |
$10.4M - $11.7M
|
1.98K
$194K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.13K+ 34.0% |
$101K - $113K
|
4.47K
$438K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
578+ 13.51% |
$51.6K - $57.9K
|
4.86K
$476K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.9K+ 18.92% |
$348K - $390K
|
24.5K
$2.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-388- 15.55% |
$34.6K - $38.9K
|
2.11K
$207K
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
2.34KNew |
$209K - $235K
|
2.34K
$230K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.31K- 49.94% |
$117K - $131K
|
1.31K
$129K
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
220KNew |
$19.6M - $22M
|
220K
$21.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
114New |
$10.2K - $11.4K
|
114
$11.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-28- 35.9% |
$2.5K - $2.8K
|
50
$4.91K
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
3.21K+ 27.79% |
$286K - $321K
|
14.8K
$1.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
548+ 9.39% |
$48.9K - $54.9K
|
6.39K
$626K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
267+ 9.3% |
$23.8K - $26.7K
|
3.14K
$308K
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
22.9KNew |
$2.05M - $2.3M
|
22.9K
$2.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4- 0.14% |
$357 - $401
|
2.83K
$277K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 11.12% |
$122K - $136K
|
13.6K
$1.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.9KNew |
$259K - $291K
|
2.9K
$285K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-120- 1.75% |
$10.7K - $12K
|
6.73K
$660K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29+ 0.47% |
$2.59K - $2.9K
|
6.14K
$602K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-437- 1.97% |
$39K - $43.8K
|
21.7K
$2.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.02KNew |
$180K - $202K
|
2.02K
$198K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
341+ 2.97% |
$30.4K - $34.2K
|
11.8K
$1.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11- 0.41% |
$982 - $1.1K
|
2.71K
$265K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
972+ 24.43% |
$86.8K - $97.4K
|
4.95K
$486K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
293+ 3.33% |
$26.2K - $29.3K
|
9.1K
$893K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.78K+ 3.99% |
$248K - $279K
|
72.5K
$7.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-295- 0.46% |
$26.3K - $29.6K
|
63.8K
$6.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-3- 0.04% |
$268 - $301
|
7.18K
$704K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-520- 1.37% |
$46.4K - $52.1K
|
37.3K
$3.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-24.9K- 13.55% |
$2.22M - $2.49M
|
159K
$15.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
643+ 4.24% |
$57.4K - $64.4K
|
15.8K
$1.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-76- 2.73% |
$6.79K - $7.61K
|
2.71K
$266K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.04K+ 15.69% |
$93.1K - $104K
|
7.69K
$754K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
66+ 1.38% |
$5.89K - $6.61K
|
4.83K
$474K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.22% |
$179 - $200
|
905
$88.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 12.06% |
$111K - $125K
|
9.07K
$890K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
2.6KNew |
$232K - $260K
|
2.6K
$255K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.04K+ 68.46% |
$182K - $204K
|
5.02K
$492K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-196- 2.8% |
$17.5K - $19.6K
|
6.81K
$668K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
240+ 585.37% |
$21.4K - $24K
|
281
$27.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.59K+ 31.5% |
$142K - $159K
|
6.64K
$651K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-86- 1.63% |
$7.68K - $8.61K
|
5.18K
$508K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-355- 4.07% |
$31.7K - $35.6K
|
8.36K
$820K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-846- 1.52% |
$75.5K - $84.7K
|
54.7K
$5.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.08K+ 19.23% |
$96.3K - $108K
|
6.68K
$656K
|
|