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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
412K+ 77.36% |
$34.3M - $36.8M
|
945K
$83.9M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
343K+ 30.41% |
$28.5M - $30.6M
|
1.47M
$130M
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
314K+ 323880.41% |
$26.1M - $28M
|
314K
$27.9M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
223K+ 125.56% |
$18.5M - $19.9M
|
400K
$35.5M
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
190K+ 83.56% |
$15.8M - $17M
|
418K
$37.1M
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
143KNew |
$11.9M - $12.7M
|
143K
$12.7M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
136K+ 5.88% |
$11.3M - $12.2M
|
2.45M
$218M
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
127KNew |
$10.6M - $11.4M
|
127K
$11.3M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
110KNew |
$9.11M - $9.79M
|
110K
$9.73M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
103K+ 597.55% |
$8.54M - $9.17M
|
120K
$10.6M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
102KNew |
$8.51M - $9.14M
|
102K
$9.09M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
99.7KNew |
$8.29M - $8.9M
|
99.7K
$8.85M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
88.5K+ 32.26% |
$7.35M - $7.9M
|
363K
$32.2M
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
88.1K+ 32.8% |
$7.32M - $7.87M
|
357K
$31.6M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
83.9K+ 81.26% |
$6.97M - $7.49M
|
187K
$16.6M
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
83.7K+ 1283.13% |
$6.95M - $7.47M
|
90.2K
$8M
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
81.9K+ 55.58% |
$6.81M - $7.31M
|
229K
$20.3M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
75.4K+ 48.27% |
$6.26M - $6.73M
|
232K
$20.5M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
73.8K+ 32.35% |
$6.13M - $6.59M
|
302K
$26.8M
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
64.8KNew |
$5.39M - $5.79M
|
64.8K
$5.75M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
63.1K+ 128.41% |
$5.24M - $5.64M
|
112K
$9.96M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
56K+ 44.2% |
$4.65M - $5M
|
183K
$16.2M
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
53.9KNew |
$4.48M - $4.82M
|
53.9K
$4.79M
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
52KNew |
$4.32M - $4.64M
|
52K
$4.61M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
49.4K+ 543.15% |
$4.1M - $4.41M
|
58.4K
$5.19M
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
49.3KNew |
$4.1M - $4.4M
|
49.3K
$4.38M
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
47.3KNew |
$3.93M - $4.22M
|
47.3K
$4.19M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
45.1K+ 33.24% |
$3.75M - $4.03M
|
181K
$16.1M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
39.5K+ 21.61% |
$3.28M - $3.53M
|
222K
$19.7M
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
32.7KNew |
$2.72M - $2.92M
|
32.7K
$2.9M
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
31.5KNew |
$2.62M - $2.82M
|
31.5K
$2.8M
|
|
Jan 15, 2025
Q4 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
31.1K+ 271.2% |
$2.59M - $2.78M
|
42.6K
$3.78M
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
29.2KNew |
$2.43M - $2.61M
|
29.2K
$2.59M
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
27.4K+ 11.13% |
$2.27M - $2.44M
|
273K
$24.2M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.4K+ 25.09% |
$2.2M - $2.36M
|
132K
$11.7M
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
24.8KNew |
$2.06M - $2.22M
|
24.8K
$2.2M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
24.4KNew |
$2.03M - $2.18M
|
24.4K
$2.16M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23.9K+ 43.94% |
$1.99M - $2.13M
|
78.3K
$6.95M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.1K+ 58.62% |
$1.92M - $2.06M
|
62.4K
$5.54M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22.5K+ 41.53% |
$1.87M - $2.01M
|
76.8K
$6.81M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
22.1K+ 39.47% |
$1.84M - $1.97M
|
78.1K
$6.93M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.6K+ 28.81% |
$1.55M - $1.66M
|
83.4K
$7.4M
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
18.3KNew |
$1.52M - $1.63M
|
18.3K
$1.62M
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
17.5K+ 10.88% |
$1.46M - $1.57M
|
179K
$15.9M
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
16.8K+ 5.23% |
$1.4M - $1.5M
|
338K
$30M
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
16.5KNew |
$1.37M - $1.47M
|
16.5K
$1.46M
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
15.2K+ 9.4% |
$1.26M - $1.35M
|
176K
$15.7M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.9K+ 36.12% |
$1.24M - $1.33M
|
56.3K
$5M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
14.8K+ 3.09% |
$1.23M - $1.32M
|
493K
$43.7M
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
14.4KNew |
$1.19M - $1.28M
|
14.4K
$1.27M
|