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 |
---|---|---|---|---|---|---|---|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
127KNew |
$10.6M - $11.4M
|
127K
$11M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
110KNew |
$9.11M - $9.79M
|
110K
$9.47M
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
52KNew |
$4.32M - $4.64M
|
52K
$4.49M
|
|
Jan 15, 2025
Q4 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
31.1K+ 271.2% |
$2.59M - $2.78M
|
42.6K
$3.68M
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
24.8KNew |
$2.06M - $2.22M
|
24.8K
$2.15M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23.9K+ 43.94% |
$1.99M - $2.13M
|
78.3K
$6.76M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.9K+ 36.12% |
$1.24M - $1.33M
|
56.3K
$4.86M
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12.6KNew |
$1.05M - $1.13M
|
12.6K
$1.09M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.4KNew |
$532K - $572K
|
6.4K
$553K
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
5.29K+ 14.87% |
$440K - $472K
|
40.9K
$3.53M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.3KNew |
$357K - $384K
|
4.3K
$371K
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
3.1KNew |
$258K - $277K
|
3.1K
$268K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.59KNew |
$215K - $231K
|
2.59K
$224K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.54KNew |
$211K - $227K
|
2.54K
$219K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.41KNew |
$200K - $215K
|
2.41K
$208K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.4KNew |
$199K - $214K
|
2.4K
$207K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1.78K+ 77.75% |
$148K - $159K
|
4.07K
$351K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.57K+ 0.94% |
$130K - $140K
|
168K
$14.5M
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.47K+ 35.11% |
$122K - $132K
|
5.67K
$490K
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.08K+ 2.71% |
$89.5K - $96.2K
|
40.8K
$3.52M
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
766+ 23.45% |
$63.6K - $68.4K
|
4.03K
$348K
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
636+ 22.05% |
$52.8K - $56.8K
|
3.52K
$304K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
625+ 24.59% |
$51.9K - $55.8K
|
3.17K
$273K
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
496+ 4.62% |
$41.2K - $44.3K
|
11.2K
$970K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
336New |
$27.9K - $30K
|
336
$29K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
240New |
$19.9K - $21.4K
|
240
$20.7K
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
238+ 3.63% |
$19.8K - $21.2K
|
6.8K
$587K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
32+ 0.27% |
$2.66K - $2.86K
|
11.8K
$1.02M
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 14.88% |
$1.5K - $1.61K
|
139
$12K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
910K+ 11034.16% |
$70.3M - $76.1M
|
918K
$79.2M
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
321KNew |
$24.8M - $26.9M
|
321K
$27.7M
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
222K+ 18052.15% |
$17.2M - $18.6M
|
223K
$19.3M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
177KNew |
$13.7M - $14.8M
|
177K
$15.3M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
153K+ 150.38% |
$11.8M - $12.8M
|
255K
$22M
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
110K+ 93.41% |
$8.5M - $9.21M
|
228K
$19.7M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
98.3K+ 4.43% |
$7.59M - $8.22M
|
2.32M
$200M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
73.9KNew |
$5.71M - $6.19M
|
73.9K
$6.38M
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
67K+ 32.02% |
$5.18M - $5.61M
|
276K
$23.9M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
61.8KNew |
$4.77M - $5.17M
|
61.8K
$5.33M
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
BUY
|
- |
60.4KNew |
$4.67M - $5.05M
|
60.4K
$5.22M
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
58.5K+ 13.96% |
$4.52M - $4.9M
|
478K
$41.3M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
56.1K+ 32.63% |
$4.34M - $4.7M
|
228K
$19.7M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
50.8KNew |
$3.92M - $4.25M
|
50.8K
$4.39M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
45.4KNew |
$3.51M - $3.8M
|
45.4K
$3.92M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
41.4K+ 305.52% |
$3.2M - $3.47M
|
55K
$4.75M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40.3K+ 245.27% |
$3.11M - $3.37M
|
56.7K
$4.9M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.9K+ 2.92% |
$2.47M - $2.67M
|
1.13M
$97.3M
|
|
Oct 29, 2024
Q3 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
31KNew |
$2.4M - $2.59M
|
31K
$2.68M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.9K+ 5.93% |
$2.31M - $2.5M
|
533K
$46M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26K+ 149.91% |
$2.01M - $2.18M
|
43.3K
$3.74M
|