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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
110KNew |
$9.11M - $9.79M
|
110K
$9.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
103K+ 597.55% |
$8.54M - $9.17M
|
120K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
88.1K+ 32.8% |
$7.32M - $7.87M
|
357K
$30.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
53.9KNew |
$4.48M - $4.82M
|
53.9K
$4.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
52KNew |
$4.32M - $4.64M
|
52K
$4.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
49.3KNew |
$4.1M - $4.4M
|
49.3K
$4.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
47.3KNew |
$3.93M - $4.22M
|
47.3K
$4.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
31.1K+ 271.2% |
$2.59M - $2.78M
|
42.6K
$3.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
24.8KNew |
$2.06M - $2.22M
|
24.8K
$2.11M
|
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
17KNew |
$1.42M - $1.52M
|
17K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
10.3KNew |
$856K - $920K
|
10.3K
$873K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
8.28KNew |
$688K - $739K
|
8.28K
$702K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
6.84KNew |
$568K - $610K
|
6.84K
$580K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.4KNew |
$532K - $572K
|
6.4K
$543K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.18K+ 68.85% |
$347K - $373K
|
10.2K
$868K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.26KNew |
$271K - $291K
|
3.26K
$277K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.56KNew |
$213K - $229K
|
2.56K
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.54KNew |
$211K - $227K
|
2.54K
$215K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.48KNew |
$206K - $221K
|
2.48K
$210K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.4KNew |
$199K - $214K
|
2.4K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2.35K+ 3.18% |
$195K - $210K
|
76.3K
$6.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.11K+ 68.27% |
$175K - $188K
|
5.19K
$440K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.58K+ 34.31% |
$131K - $141K
|
6.18K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.52KNew |
$126K - $135K
|
1.52K
$128K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.37K+ 78.79% |
$114K - $122K
|
3.1K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.3K+ 38.98% |
$108K - $116K
|
4.62K
$392K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.03K+ 10.77% |
$85.4K - $91.8K
|
10.6K
$896K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
725New |
$60.2K - $64.7K
|
725
$61.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
527New |
$43.8K - $47.1K
|
527
$44.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
305New |
$25.3K - $27.2K
|
305
$25.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
240New |
$19.9K - $21.4K
|
240
$20.3K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
103+ 64.78% |
$8.56K - $9.2K
|
262
$22.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
60+ 107.14% |
$4.99K - $5.36K
|
116
$9.83K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
52New |
$4.32K - $4.64K
|
52
$4.41K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
37New |
$3.07K - $3.3K
|
37
$3.14K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18+ 8.57% |
$1.5K - $1.61K
|
228
$19.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
15New |
$1.25K - $1.34K
|
15
$1.27K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15+ 15.63% |
$1.25K - $1.34K
|
111
$9.41K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6+ 31.58% |
$499 - $536
|
25
$2.12K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$83.1 - $89.3
|
1
$84.8
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$83.1 - $89.3
|
1.98K
$167K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
67K+ 32.02% |
$5.18M - $5.61M
|
276K
$23.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
20KNew |
$1.54M - $1.67M
|
20K
$1.7M
|
|
|
Mar 12, 2025
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
4.27K+ 33.33% |
$330K - $357K
|
17.1K
$1.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
3.59KNew |
$277K - $300K
|
3.59K
$304K
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
3.17K+ 17.94% |
$245K - $265K
|
20.8K
$1.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.89KNew |
$223K - $241K
|
2.89K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.68KNew |
$207K - $224K
|
2.68K
$227K
|
|
|
Feb 28, 2025
Q3 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
2KNew |
$154K - $167K
|
2K
$170K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
603+ 14.03% |
$46.6K - $50.5K
|
4.9K
$415K
|
|