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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
334K+ 36.4% |
$27.8M - $29.8M
|
1.25M
$106M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
252K+ 10.27% |
$21M - $22.5M
|
2.71M
$229M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
248KNew |
$20.6M - $22.1M
|
248K
$21M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
166K+ 507.25% |
$13.8M - $14.8M
|
199K
$16.8M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
151K+ 280.09% |
$12.6M - $13.5M
|
205K
$17.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
79.3KNew |
$6.6M - $7.08M
|
79.3K
$6.72M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
74.4KNew |
$6.19M - $6.64M
|
74.4K
$6.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
65.4KNew |
$5.44M - $5.84M
|
65.4K
$5.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.5K+ 3.71% |
$4.53M - $4.87M
|
1.52M
$129M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
44.8K+ 49.69% |
$3.73M - $4M
|
135K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
43.5KNew |
$3.62M - $3.88M
|
43.5K
$3.69M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
42.7K+ 15.64% |
$3.55M - $3.81M
|
316K
$26.8M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40.8K+ 158.99% |
$3.39M - $3.64M
|
66.4K
$5.63M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
38.5KNew |
$3.2M - $3.44M
|
38.5K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
35.5KNew |
$2.95M - $3.17M
|
35.5K
$3.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
29.3K+ 1106.83% |
$2.44M - $2.62M
|
32K
$2.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
26.5K+ 11.55% |
$2.2M - $2.37M
|
256K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
23.6K+ 25.92% |
$1.96M - $2.11M
|
115K
$9.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
21.4K+ 498.81% |
$1.78M - $1.91M
|
25.7K
$2.18M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
20.4K+ 462.49% |
$1.7M - $1.82M
|
24.8K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
19.7K+ 167.33% |
$1.64M - $1.76M
|
31.4K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.5K+ 9.88% |
$1.54M - $1.65M
|
206K
$17.4M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
14.9K+ 10.44% |
$1.24M - $1.33M
|
158K
$13.4M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.8K+ 19.34% |
$1.23M - $1.33M
|
91.6K
$7.76M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13.4K+ 8610.26% |
$1.12M - $1.2M
|
13.6K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.9K+ 3.55% |
$1.07M - $1.15M
|
376K
$31.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
12.7K+ 2.95% |
$1.06M - $1.14M
|
443K
$37.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
12.2K+ 14.81% |
$1.02M - $1.09M
|
94.8K
$8.04M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
11.1K+ 452.32% |
$924K - $992K
|
13.6K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11K+ 2014.63% |
$917K - $984K
|
11.6K
$980K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
9.17K+ 1.91% |
$763K - $819K
|
489K
$41.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.38KNew |
$697K - $748K
|
8.38K
$710K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.96KNew |
$662K - $711K
|
7.96K
$675K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.89K+ 9.46% |
$656K - $704K
|
91.2K
$7.73M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.85KNew |
$653K - $701K
|
7.85K
$666K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
7.76K+ 47.09% |
$645K - $692K
|
24.2K
$2.05M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.63K+ 30.79% |
$635K - $681K
|
32.4K
$2.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
7.52K+ 5.09% |
$626K - $671K
|
155K
$13.2M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.94KNew |
$578K - $620K
|
6.94K
$588K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6.91K+ 62.71% |
$575K - $617K
|
17.9K
$1.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.91KNew |
$574K - $616K
|
6.91K
$585K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.36K+ 53.39% |
$529K - $567K
|
18.3K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.33K+ 5.55% |
$527K - $565K
|
120K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
6.17KNew |
$513K - $551K
|
6.17K
$523K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.15K+ 6.19% |
$511K - $549K
|
105K
$8.93M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.62K+ 10.41% |
$467K - $502K
|
59.6K
$5.05M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.22KNew |
$434K - $466K
|
5.22K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.18KNew |
$431K - $463K
|
5.18K
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.05K+ 8.09% |
$420K - $451K
|
67.5K
$5.72M
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
4.89KNew |
$407K - $437K
|
4.89K
$414K
|