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 |
---|---|---|---|---|---|---|---|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.23K+ 24.55% |
$93.3K - $97.6K
|
6.22K
$506K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.21K+ 28.81% |
$92.4K - $96.6K
|
5.43K
$441K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.2KNew |
$91.7K - $95.8K
|
1.2K
$97.9K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.19K+ 2.18% |
$90.7K - $94.8K
|
55.9K
$4.54M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.13K+ 1612.86% |
$86K - $89.9K
|
1.2K
$97.5K
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.1K+ 19.66% |
$83.9K - $87.7K
|
6.71K
$545K
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.09K+ 33.63% |
$83.1K - $86.9K
|
4.34K
$353K
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 19.56% |
$78K - $81.6K
|
6.26K
$509K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.02K+ 4.17% |
$78K - $81.5K
|
25.6K
$2.08M
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.02K+ 1.66% |
$77.3K - $80.9K
|
62.4K
$5.07M
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
1K+ 10.32% |
$76.1K - $79.6K
|
10.7K
$869K
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
927+ 2.31% |
$70.6K - $73.8K
|
41K
$3.33M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
850+ 21.22% |
$64.7K - $67.7K
|
4.86K
$395K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
775+ 20.22% |
$59K - $61.7K
|
4.61K
$375K
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
756+ 13.18% |
$57.6K - $60.2K
|
6.49K
$528K
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
740New |
$56.3K - $58.9K
|
740
$60.2K
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
699+ 31.67% |
$53.2K - $55.6K
|
2.91K
$236K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
673+ 10.4% |
$51.2K - $53.6K
|
7.15K
$581K
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
669+ 23.94% |
$50.9K - $53.2K
|
3.46K
$282K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
628+ 22.5% |
$47.8K - $50K
|
3.42K
$278K
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
603+ 10.33% |
$45.9K - $48K
|
6.44K
$524K
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
602+ 6.18% |
$45.8K - $47.9K
|
10.3K
$840K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
578+ 18.1% |
$44K - $46K
|
3.77K
$307K
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
539+ 15.03% |
$41K - $42.9K
|
4.13K
$335K
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
537+ 17.6% |
$40.9K - $42.7K
|
3.59K
$292K
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
516+ 8.23% |
$39.3K - $41.1K
|
6.78K
$551K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
501New |
$38.1K - $39.9K
|
501
$40.7K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
457+ 4.91% |
$34.8K - $36.4K
|
9.77K
$794K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
415New |
$31.6K - $33K
|
415
$33.7K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
397+ 48.18% |
$30.2K - $31.6K
|
1.22K
$99.3K
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
387+ 11.8% |
$29.5K - $30.8K
|
3.67K
$298K
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
360+ 11.65% |
$27.4K - $28.7K
|
3.45K
$280K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
348+ 10.76% |
$26.5K - $27.7K
|
3.58K
$291K
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
337+ 6.06% |
$25.7K - $26.8K
|
5.9K
$480K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
335+ 3.0% |
$25.5K - $26.7K
|
11.5K
$936K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
311+ 1.03% |
$23.7K - $24.8K
|
30.4K
$2.47M
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
311+ 5.55% |
$23.7K - $24.8K
|
5.92K
$481K
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
310+ 1.31% |
$23.6K - $24.7K
|
23.9K
$1.94M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
305New |
$23.2K - $24.3K
|
305
$24.8K
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
299+ 2.13% |
$22.8K - $23.8K
|
14.4K
$1.17M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
296New |
$22.5K - $23.6K
|
296
$24.1K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
281New |
$21.4K - $22.4K
|
281
$22.8K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
279+ 336.14% |
$21.2K - $22.2K
|
362
$29.4K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
219+ 210.58% |
$16.7K - $17.4K
|
323
$26.3K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
212+ 7.66% |
$16.1K - $16.9K
|
2.98K
$242K
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
207+ 7.11% |
$15.8K - $16.5K
|
3.12K
$254K
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
206+ 1.22% |
$15.7K - $16.4K
|
17.1K
$1.39M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200New |
$15.2K - $15.9K
|
200
$16.3K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
188New |
$14.3K - $15K
|
188
$15.3K
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
153+ 1.29% |
$11.6K - $12.2K
|
12K
$974K
|