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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
363+ 7.03% |
$30.2K - $32.4K
|
5.53K
$494K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
361+ 5.45% |
$30K - $32.2K
|
6.99K
$624K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
357+ 11.27% |
$29.7K - $31.9K
|
3.52K
$315K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
352New |
$29.3K - $31.4K
|
352
$31.4K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
351+ 6.76% |
$29.2K - $31.3K
|
5.54K
$495K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
346New |
$28.8K - $30.9K
|
346
$30.9K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
301+ 3.22% |
$25K - $26.9K
|
9.66K
$862K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
282+ 17.29% |
$23.5K - $25.2K
|
1.91K
$171K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
268+ 9.48% |
$22.3K - $23.9K
|
3.1K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
254+ 2.23% |
$21.1K - $22.7K
|
11.6K
$1.04M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
224+ 170.99% |
$18.6K - $20K
|
355
$31.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
217+ 76.14% |
$18.1K - $19.4K
|
502
$44.8K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
214+ 2.0% |
$17.8K - $19.1K
|
10.9K
$973K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
200+ 0.1% |
$16.6K - $17.9K
|
208K
$18.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
187+ 7.2% |
$15.6K - $16.7K
|
2.79K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
183+ 3.65% |
$15.2K - $16.3K
|
5.2K
$464K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
175+ 7.64% |
$14.6K - $15.6K
|
2.47K
$220K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
173New |
$14.4K - $15.4K
|
173
$15.4K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
162New |
$13.5K - $14.5K
|
162
$14.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
154+ 1.89% |
$12.8K - $13.7K
|
8.31K
$742K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
148+ 4.3% |
$12.3K - $13.2K
|
3.59K
$321K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
140+ 4.6% |
$11.6K - $12.5K
|
3.19K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
134+ 4.26% |
$11.1K - $12K
|
3.28K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
129+ 3.02% |
$10.7K - $11.5K
|
4.41K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
128+ 12800.0% |
$10.6K - $11.4K
|
129
$11.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
119+ 3.68% |
$9.9K - $10.6K
|
3.35K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
115+ 3.9% |
$9.57K - $10.3K
|
3.07K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
110+ 229.17% |
$9.15K - $9.82K
|
158
$14.1K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
105+ 2.91% |
$8.73K - $9.37K
|
3.71K
$331K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
95+ 0.85% |
$7.9K - $8.48K
|
11.2K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
89+ 1.35% |
$7.4K - $7.95K
|
6.69K
$597K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
80+ 0.4% |
$6.65K - $7.14K
|
20.2K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
78New |
$6.49K - $6.96K
|
78
$6.96K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
73+ 0.88% |
$6.07K - $6.52K
|
8.34K
$744K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
64+ 0.51% |
$5.32K - $5.71K
|
12.7K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
59+ 168.57% |
$4.91K - $5.27K
|
94
$8.39K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
57+ 0.23% |
$4.74K - $5.09K
|
25K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
56+ 0.06% |
$4.66K - $5K
|
99.8K
$8.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
46+ 0.38% |
$3.83K - $4.11K
|
12.2K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
44+ 1.65% |
$3.66K - $3.93K
|
2.71K
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
41New |
$3.41K - $3.66K
|
41
$3.66K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
39+ 9.92% |
$3.24K - $3.48K
|
432
$38.6K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
38+ 0.52% |
$3.16K - $3.39K
|
7.38K
$659K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
36+ 1.07% |
$2.99K - $3.21K
|
3.4K
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
29+ 5.02% |
$2.41K - $2.59K
|
607
$54.2K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
27+ 0.86% |
$2.25K - $2.41K
|
3.18K
$284K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
23+ 0.09% |
$1.91K - $2.05K
|
24.3K
$2.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
17+ 5.06% |
$1.41K - $1.52K
|
353
$31.5K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 2.0% |
$1.25K - $1.34K
|
764
$68.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
12New |
$998 - $1.07K
|
12
$1.07K
|