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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
152+ 2.74% |
$11.6K - $12.1K
|
5.69K
$463K
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
141+ 3.85% |
$10.7K - $11.2K
|
3.81K
$310K
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
136+ 4.15% |
$10.4K - $10.8K
|
3.41K
$277K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
121+ 18.53% |
$9.21K - $9.63K
|
774
$62.9K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
118+ 2.57% |
$8.98K - $9.39K
|
4.7K
$382K
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
107New |
$8.15K - $8.52K
|
107
$8.7K
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
87+ 1.41% |
$6.62K - $6.92K
|
6.27K
$510K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
86New |
$6.55K - $6.84K
|
86
$6.99K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
79+ 2.74% |
$6.01K - $6.29K
|
2.96K
$241K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
74New |
$5.63K - $5.89K
|
74
$6.02K
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
73+ 2.81% |
$5.56K - $5.81K
|
2.67K
$217K
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
69+ 0.15% |
$5.25K - $5.49K
|
47.3K
$3.85M
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
69+ 1.45% |
$5.25K - $5.49K
|
4.84K
$394K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
59+ 1.27% |
$4.49K - $4.7K
|
4.7K
$382K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
48New |
$3.65K - $3.82K
|
48
$3.9K
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
47+ 1.45% |
$3.58K - $3.74K
|
3.29K
$268K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
46New |
$3.5K - $3.66K
|
46
$3.74K
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
44+ 26.67% |
$3.35K - $3.5K
|
209
$17K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
37+ 18.88% |
$2.82K - $2.94K
|
233
$18.9K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
36+ 0.88% |
$2.74K - $2.87K
|
4.12K
$335K
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
33+ 47.14% |
$2.51K - $2.63K
|
103
$8.37K
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
28+ 0.36% |
$2.13K - $2.23K
|
7.84K
$638K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
24New |
$1.83K - $1.91K
|
24
$1.95K
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
24+ 0.34% |
$1.83K - $1.91K
|
7.15K
$581K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19+ 21.84% |
$1.45K - $1.51K
|
106
$8.62K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
14+ 28.57% |
$1.07K - $1.11K
|
63
$5.12K
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
13+ 18.06% |
$990 - $1.03K
|
85
$6.91K
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
8+ 0.22% |
$609 - $637
|
3.73K
$303K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 1.52% |
$533 - $557
|
468
$38K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6+ 3.9% |
$457 - $478
|
160
$13K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
5New |
$381 - $398
|
5
$407
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 0.32% |
$305 - $318
|
1.27K
$103K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
4New |
$305 - $318
|
4
$325
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.48% |
$228 - $239
|
625
$50.8K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.38% |
$152 - $159
|
527
$42.8K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
109K+ 90.63% |
$8.35M - $8.72M
|
229K
$18.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.7K+ 197.74% |
$1.67M - $1.74M
|
32.7K
$2.66M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.8K+ 43.42% |
$1.37M - $1.43M
|
58.9K
$4.78M
|
|
May 02, 2024
Q1 2024
|
Florin Court Capital LLP
|
BUY
|
- |
14.7K+ 38.11% |
$1.13M - $1.18M
|
53.3K
$4.33M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.73K+ 1444.85% |
$517K - $539K
|
7.2K
$585K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.68KNew |
$283K - $295K
|
3.68K
$300K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.91KNew |
$223K - $233K
|
2.91K
$236K
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.76KNew |
$212K - $221K
|
2.76K
$225K
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.71K+ 37.42% |
$208K - $217K
|
9.94K
$808K
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.64KNew |
$203K - $212K
|
2.64K
$215K
|
|
Aug 29, 2024
Q1 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
2KNew |
$153K - $160K
|
2K
$163K
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.55K+ 31.11% |
$119K - $124K
|
6.54K
$532K
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.26K+ 26.75% |
$96.6K - $101K
|
5.97K
$485K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
950New |
$72.9K - $76.1K
|
950
$77.2K
|