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 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
217+ 76.14% |
$18.1K - $19.4K
|
502
$42.5K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
214+ 2.0% |
$17.8K - $19.1K
|
10.9K
$923K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
200+ 0.1% |
$16.6K - $17.9K
|
208K
$17.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
187+ 7.2% |
$15.6K - $16.7K
|
2.79K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
183+ 3.65% |
$15.2K - $16.3K
|
5.2K
$440K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
175+ 7.64% |
$14.6K - $15.6K
|
2.47K
$209K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
162New |
$13.5K - $14.5K
|
162
$13.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
154+ 1.89% |
$12.8K - $13.7K
|
8.31K
$704K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
148+ 4.3% |
$12.3K - $13.2K
|
3.59K
$305K
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
147+ 0.39% |
$12.2K - $13.1K
|
37.7K
$3.19M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
140+ 4.6% |
$11.6K - $12.5K
|
3.19K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
134+ 4.26% |
$11.1K - $12K
|
3.28K
$278K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
130+ 1.21% |
$10.8K - $11.6K
|
10.8K
$920K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
129+ 3.02% |
$10.7K - $11.5K
|
4.41K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
128+ 12800.0% |
$10.6K - $11.4K
|
129
$10.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
119+ 3.68% |
$9.9K - $10.6K
|
3.35K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
115+ 3.9% |
$9.57K - $10.3K
|
3.07K
$260K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
110+ 229.17% |
$9.15K - $9.82K
|
158
$13.4K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
105+ 2.91% |
$8.73K - $9.37K
|
3.71K
$315K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
95+ 0.85% |
$7.9K - $8.48K
|
11.2K
$950K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
89+ 1.35% |
$7.4K - $7.95K
|
6.69K
$567K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
80+ 0.4% |
$6.65K - $7.14K
|
20.2K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
78New |
$6.49K - $6.96K
|
78
$6.61K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
73+ 0.88% |
$6.07K - $6.52K
|
8.34K
$707K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
69+ 28.28% |
$5.74K - $6.16K
|
313
$26.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
64+ 0.51% |
$5.32K - $5.71K
|
12.7K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
59+ 168.57% |
$4.91K - $5.27K
|
94
$7.97K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
57+ 0.23% |
$4.74K - $5.09K
|
25K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
56+ 0.06% |
$4.66K - $5K
|
99.8K
$8.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
46+ 0.38% |
$3.83K - $4.11K
|
12.2K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
45+ 0.4% |
$3.74K - $4.02K
|
11.3K
$954K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
44+ 1.65% |
$3.66K - $3.93K
|
2.71K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
41New |
$3.41K - $3.66K
|
41
$3.48K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
39+ 9.92% |
$3.24K - $3.48K
|
432
$36.6K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
38+ 0.52% |
$3.16K - $3.39K
|
7.38K
$625K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
36+ 1.07% |
$2.99K - $3.21K
|
3.4K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
29+ 5.02% |
$2.41K - $2.59K
|
607
$51.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
29+ 0.26% |
$2.41K - $2.59K
|
11.3K
$955K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
27+ 0.86% |
$2.25K - $2.41K
|
3.18K
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
17+ 5.06% |
$1.41K - $1.52K
|
353
$29.9K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 2.0% |
$1.25K - $1.34K
|
764
$64.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
15+ 0.43% |
$1.25K - $1.34K
|
3.54K
$300K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
12New |
$998 - $1.07K
|
12
$1.02K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9+ 0.13% |
$749 - $803
|
7.13K
$605K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8+ 3.57% |
$665 - $714
|
232
$19.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
5+ 1.11% |
$416 - $446
|
457
$38.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.22% |
$166 - $179
|
899
$76.2K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.2% |
$83.2 - $89.3
|
509
$43.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.02% |
$83.2 - $89.3
|
4.4K
$373K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
223K+ 125.56% |
$18.5M - $19.9M
|
400K
$33.9M
|
|