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 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
625+ 24.59% |
$51.9K - $55.8K
|
3.17K
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
527New |
$43.8K - $47.1K
|
527
$46.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
496+ 4.62% |
$41.2K - $44.3K
|
11.2K
$986K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
429+ 6.54% |
$35.6K - $38.3K
|
6.99K
$613K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
336New |
$27.9K - $30K
|
336
$29.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
314+ 3.73% |
$26.1K - $28K
|
8.74K
$767K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
243+ 0.52% |
$20.2K - $21.7K
|
47.3K
$4.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
240New |
$19.9K - $21.4K
|
240
$21.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
238+ 3.63% |
$19.8K - $21.2K
|
6.8K
$596K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
164+ 56.94% |
$13.6K - $14.6K
|
452
$39.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
120+ 96.77% |
$9.97K - $10.7K
|
244
$21.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
112+ 4.38% |
$9.31K - $10K
|
2.67K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
32+ 0.27% |
$2.66K - $2.86K
|
11.8K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 14.88% |
$1.5K - $1.61K
|
139
$12.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15+ 15.63% |
$1.25K - $1.34K
|
111
$9.74K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.05% |
$166 - $179
|
4.39K
$385K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
910K+ 11034.16% |
$70.3M - $76.1M
|
918K
$80.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
321KNew |
$24.8M - $26.9M
|
321K
$28.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
222K+ 18052.15% |
$17.2M - $18.6M
|
223K
$19.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
177KNew |
$13.7M - $14.8M
|
177K
$15.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
153K+ 150.38% |
$11.8M - $12.8M
|
255K
$22.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
98.3K+ 4.43% |
$7.59M - $8.22M
|
2.32M
$203M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
73.9KNew |
$5.71M - $6.19M
|
73.9K
$6.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
67K+ 32.02% |
$5.18M - $5.61M
|
276K
$24.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
61.8KNew |
$4.77M - $5.17M
|
61.8K
$5.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
BUY
|
- |
60.4KNew |
$4.67M - $5.05M
|
60.4K
$5.3M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
58.5K+ 13.96% |
$4.52M - $4.9M
|
478K
$41.9M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
56.1K+ 32.63% |
$4.34M - $4.7M
|
228K
$20M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
50.8KNew |
$3.92M - $4.25M
|
50.8K
$4.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
45.4KNew |
$3.51M - $3.8M
|
45.4K
$3.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
41.4K+ 305.52% |
$3.2M - $3.47M
|
55K
$4.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40.3K+ 245.27% |
$3.11M - $3.37M
|
56.7K
$4.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.9K+ 2.92% |
$2.47M - $2.67M
|
1.13M
$98.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.9K+ 5.93% |
$2.31M - $2.5M
|
533K
$46.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26K+ 149.91% |
$2.01M - $2.18M
|
43.3K
$3.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.9K+ 18.09% |
$1.85M - $2M
|
156K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
20KNew |
$1.54M - $1.67M
|
20K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17K+ 35.62% |
$1.31M - $1.42M
|
64.7K
$5.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12.7K+ 19.96% |
$978K - $1.06M
|
76.1K
$6.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
11.3K+ 69.22% |
$872K - $944K
|
27.6K
$2.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7.81K+ 5.03% |
$603K - $653K
|
163K
$14.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
7.6K+ 4.94% |
$587K - $635K
|
161K
$14.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
7.6K+ 4.94% |
$587K - $635K
|
161K
$14.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.29K+ 12.91% |
$563K - $610K
|
63.8K
$5.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.77KNew |
$523K - $567K
|
6.77K
$594K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.78K+ 5.53% |
$446K - $483K
|
110K
$9.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.65K+ 174.71% |
$437K - $473K
|
8.89K
$780K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
5.35K+ 4.08% |
$413K - $448K
|
136K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.3K+ 1.97% |
$409K - $443K
|
274K
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.17K+ 6.93% |
$399K - $432K
|
79.7K
$6.99M
|
|