Latest Institutional Purchases of Ishares Tr Convertible Bond Et (ICVT)
This list provides information on the latest institutional transactions involving Ishares Tr Convertible Bond Et (ICVT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
116K+ 90.36% |
$9.19M - $10.5M
|
245K
$22.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
109KNew |
$8.62M - $9.83M
|
109K
$10M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
81.9K+ 103.19% |
$6.47M - $7.38M
|
161K
$14.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
47.6KNew |
$3.76M - $4.29M
|
47.6K
$4.37M
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
45.7KNew |
$3.61M - $4.12M
|
45.7K
$4.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38.5KNew |
$3.04M - $3.47M
|
38.5K
$3.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
37.6K+ 259.31% |
$2.97M - $3.39M
|
52.1K
$4.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
37K+ 310.93% |
$2.92M - $3.33M
|
48.9K
$4.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Florin Court Capital LLP
|
BUY
|
- |
30.9K+ 84.23% |
$2.44M - $2.79M
|
67.6K
$6.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
28.2K+ 456.76% |
$2.23M - $2.54M
|
34.4K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
28.2K+ 188.98% |
$2.22M - $2.54M
|
43.1K
$3.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
25.7K+ 571.85% |
$2.03M - $2.31M
|
30.2K
$2.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
25KNew |
$1.98M - $2.26M
|
25K
$2.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
23.5K+ 540.99% |
$1.85M - $2.12M
|
27.8K
$2.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
20.8KNew |
$1.64M - $1.87M
|
20.8K
$1.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
20KNew |
$1.58M - $1.8M
|
20K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
16.6K+ 175.65% |
$1.31M - $1.5M
|
26.1K
$2.4M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
16.4K+ 3.74% |
$1.3M - $1.48M
|
456K
$41.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
15.9K+ 117.06% |
$1.25M - $1.43M
|
29.4K
$2.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
11.5KNew |
$912K - $1.04M
|
11.5K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.99K+ 7.46% |
$789K - $900K
|
144K
$13.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
9.5KNew |
$750K - $856K
|
9.5K
$872K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8.35K+ 5.06% |
$660K - $753K
|
173K
$15.9M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.74K+ 6.41% |
$611K - $697K
|
128K
$11.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.69K+ 121.97% |
$607K - $693K
|
14K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.32KNew |
$578K - $659K
|
7.32K
$672K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
7.11K+ 9.33% |
$562K - $641K
|
83.4K
$7.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.59K+ 26.52% |
$520K - $593K
|
31.4K
$2.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.13KNew |
$484K - $552K
|
6.13K
$563K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
5.28K+ 8.2% |
$417K - $476K
|
69.7K
$6.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.67K+ 55.76% |
$369K - $421K
|
13K
$1.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.58KNew |
$362K - $413K
|
4.58K
$421K
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
4.08K+ 2.79% |
$322K - $368K
|
150K
$13.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4KNew |
$316K - $360K
|
4K
$368K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
3.9KNew |
$308K - $351K
|
3.9K
$358K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.88KNew |
$306K - $350K
|
3.88K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.75K+ 2.26% |
$296K - $338K
|
169K
$15.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.65K+ 7.03% |
$288K - $329K
|
55.6K
$5.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.19K+ 92.39% |
$252K - $288K
|
6.65K
$611K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.98KNew |
$235K - $268K
|
2.98K
$274K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
2.96KNew |
$234K - $267K
|
2.96K
$272K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.66KNew |
$210K - $240K
|
2.66K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.64K+ 53.6% |
$209K - $238K
|
7.57K
$696K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.6KNew |
$205K - $234K
|
2.6K
$238K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.5KNew |
$197K - $225K
|
2.5K
$229K
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.34KNew |
$185K - $211K
|
2.34K
$215K
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
2.3KNew |
$181K - $207K
|
2.3K
$211K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.29KNew |
$181K - $206K
|
2.29K
$210K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.15K+ 0.49% |
$170K - $194K
|
445K
$40.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.97K+ 144.57% |
$156K - $177K
|
3.33K
$306K
|