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, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
905+ 1.78% |
$69.4K - $72.5K
|
51.7K
$4.21M
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
693+ 9.39% |
$53.2K - $55.5K
|
8.07K
$656K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
575+ 5.17% |
$44.1K - $46K
|
11.7K
$950K
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
468+ 12.81% |
$35.9K - $37.5K
|
4.12K
$335K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
426New |
$32.7K - $34.1K
|
426
$34.6K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
375New |
$28.8K - $30K
|
375
$30.5K
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
322New |
$24.7K - $25.8K
|
322
$26.2K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
281+ 2.33% |
$21.6K - $22.5K
|
12.3K
$1M
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
189New |
$14.5K - $15.1K
|
189
$15.4K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
180New |
$13.8K - $14.4K
|
180
$14.6K
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
177+ 4.35% |
$13.6K - $14.2K
|
4.25K
$345K
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
170+ 34.0% |
$13K - $13.6K
|
670
$54.5K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
55New |
$4.22K - $4.4K
|
55
$4.47K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
48+ 0.49% |
$3.68K - $3.84K
|
9.86K
$802K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
39+ 390.0% |
$2.99K - $3.12K
|
49
$3.98K
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
33New |
$2.53K - $2.64K
|
33
$2.68K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
31New |
$2.38K - $2.48K
|
31
$2.52K
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
3New |
$230 - $240
|
3
$244
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.97% |
$153 - $160
|
209
$17K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.08% |
$76.7 - $80.1
|
1.24K
$100K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
53.2KNew |
$3.76M - $4.19M
|
53.2K
$4.32M
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
53.2KNew |
$3.76M - $4.19M
|
53.2K
$4.32M
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
10.1KNew |
$712K - $794K
|
10.1K
$819K
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
5.82KNew |
$412K - $459K
|
5.82K
$473K
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.61KNew |
$396K - $442K
|
5.61K
$456K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.57KNew |
$182K - $203K
|
2.57K
$209K
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.55KNew |
$180K - $201K
|
2.55K
$208K
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.04KNew |
$144K - $161K
|
2.04K
$166K
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.69KNew |
$120K - $134K
|
1.69K
$138K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
128New |
$9.05K - $10.1K
|
128
$10.4K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
125+ 91.91% |
$8.84K - $9.86K
|
261
$21.2K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
75New |
$5.3K - $5.91K
|
75
$6.1K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
28New |
$1.98K - $2.21K
|
28
$2.28K
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
28+ 1.01% |
$1.98K - $2.21K
|
2.79K
$227K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
652KNew |
$48.1M - $51.3M
|
652K
$53M
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
64.4KNew |
$4.75M - $5.06M
|
64.4K
$5.24M
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.17K+ 25.01% |
$307K - $327K
|
20.8K
$1.69M
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
3.89KNew |
$287K - $306K
|
3.89K
$316K
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
3.51KNew |
$259K - $276K
|
3.51K
$285K
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.85KNew |
$210K - $224K
|
2.85K
$232K
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.6KNew |
$118K - $126K
|
1.6K
$130K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
303New |
$22.3K - $23.8K
|
303
$24.6K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
174+ 100.0% |
$12.8K - $13.7K
|
348
$28.3K
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
74New |
$5.45K - $5.82K
|
74
$6.02K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
70New |
$5.16K - $5.5K
|
70
$5.69K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
68New |
$5.01K - $5.34K
|
68
$5.53K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
32New |
$2.36K - $2.51K
|
32
$2.6K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$73.7 - $78.6
|
1
$81.3
|
|
Q2 2023 | |||||||
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
BUY
|
- |
51.7KNew |
$3.65M - $3.95M
|
51.7K
$4.2M
|
|
Jul 28, 2023
Q2 2023
|
Q3 Asset Management
|
BUY
|
- |
47KNew |
$3.32M - $3.59M
|
47K
$3.82M
|