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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.23K+ 14.47% |
$185K - $199K
|
17.6K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.19K+ 24.46% |
$182K - $195K
|
11.1K
$993K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.02K+ 1.53% |
$168K - $180K
|
134K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
2K+ 58.82% |
$166K - $179K
|
5.4K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.9K+ 63.33% |
$158K - $170K
|
4.9K
$438K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.86K+ 1.56% |
$155K - $166K
|
121K
$10.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.82K+ 2.33% |
$152K - $163K
|
80.1K
$7.15M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.77K+ 24.19% |
$148K - $158K
|
9.11K
$813K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.77K+ 4.08% |
$148K - $158K
|
45.2K
$4.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.74K+ 24.94% |
$145K - $156K
|
8.74K
$780K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.73K+ 151.62% |
$144K - $154K
|
2.87K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1.69K+ 18.43% |
$140K - $151K
|
10.8K
$967K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.64K+ 29.79% |
$137K - $147K
|
7.16K
$639K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.47K+ 14.93% |
$122K - $131K
|
11.3K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.46K+ 30.19% |
$121K - $130K
|
6.28K
$561K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.42K+ 8.31% |
$118K - $126K
|
18.4K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.38K+ 49.07% |
$115K - $123K
|
4.19K
$374K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.36KNew |
$113K - $122K
|
1.36K
$122K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 28.38% |
$108K - $116K
|
5.89K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.27K+ 38.2% |
$106K - $114K
|
4.61K
$412K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.26K+ 31.14% |
$104K - $112K
|
5.29K
$472K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.2K+ 27.03% |
$99.4K - $107K
|
5.62K
$501K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.18K+ 0.72% |
$97.7K - $105K
|
165K
$14.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.1K+ 27.02% |
$91.4K - $98.1K
|
5.17K
$461K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.06K+ 25.11% |
$88.2K - $94.6K
|
5.28K
$472K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.02K+ 14.06% |
$84.5K - $90.7K
|
8.24K
$736K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
957+ 10.78% |
$79.6K - $85.4K
|
9.84K
$878K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
857+ 1.81% |
$71.3K - $76.5K
|
48.1K
$4.3M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
781+ 4.26% |
$65K - $69.7K
|
19.1K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
781+ 11.59% |
$65K - $69.7K
|
7.52K
$672K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
768+ 8.77% |
$63.9K - $68.6K
|
9.52K
$850K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
706+ 0.21% |
$58.7K - $63K
|
339K
$30.2M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
679+ 16.08% |
$56.5K - $60.6K
|
4.9K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
655+ 7.48% |
$54.5K - $58.5K
|
9.41K
$840K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
649+ 13.37% |
$54K - $57.9K
|
5.5K
$491K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
629+ 537.61% |
$52.3K - $56.2K
|
746
$66.6K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
594+ 24.69% |
$49.4K - $53K
|
3K
$268K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
575+ 5.94% |
$47.8K - $51.3K
|
10.3K
$915K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
570+ 191.28% |
$47.4K - $50.9K
|
868
$77.5K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
550+ 9.78% |
$45.7K - $49.1K
|
6.17K
$551K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
497New |
$41.3K - $44.4K
|
497
$44.4K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
480+ 16.1% |
$39.9K - $42.8K
|
3.46K
$309K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
461New |
$38.3K - $41.2K
|
461
$41.2K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
447+ 9.11% |
$37.2K - $39.9K
|
5.35K
$478K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
442+ 6.5% |
$36.8K - $39.5K
|
7.24K
$647K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
442+ 1.8% |
$36.8K - $39.5K
|
25K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
435+ 4.2% |
$36.2K - $38.8K
|
10.8K
$964K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
406+ 5.28% |
$33.8K - $36.2K
|
8.1K
$723K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
385+ 0.76% |
$32K - $34.4K
|
51.3K
$4.58M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
377+ 4.01% |
$31.4K - $33.7K
|
9.77K
$873K
|