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 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.1K+ 214.82% |
$1.22M - $1.28M
|
23.6K
$2.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.8KNew |
$973K - $1.02M
|
12.8K
$1.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10K+ 14.2% |
$763K - $798K
|
80.6K
$7.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5.54K+ 48.14% |
$422K - $441K
|
17.1K
$1.5M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.48KNew |
$265K - $277K
|
3.48K
$305K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.23KNew |
$246K - $257K
|
3.23K
$283K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
2.93KNew |
$223K - $233K
|
2.93K
$257K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.86K+ 8.98% |
$218K - $228K
|
34.8K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2.81KNew |
$214K - $223K
|
2.81K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.56KNew |
$195K - $204K
|
2.56K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.55KNew |
$194K - $203K
|
2.55K
$224K
|
|
|
Nov 25, 2024
Q2 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
2KNew |
$152K - $159K
|
2K
$175K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.53KNew |
$116K - $122K
|
1.53K
$134K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.2KNew |
$91.7K - $95.8K
|
1.2K
$106K
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
740New |
$56.3K - $58.9K
|
740
$64.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
305New |
$23.2K - $24.3K
|
305
$26.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
299+ 2.13% |
$22.8K - $23.8K
|
14.4K
$1.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
296New |
$22.5K - $23.6K
|
296
$26K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
212+ 7.66% |
$16.1K - $16.9K
|
2.98K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200New |
$15.2K - $15.9K
|
200
$17.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
188New |
$14.3K - $15K
|
188
$16.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
107New |
$8.15K - $8.52K
|
107
$9.39K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
86New |
$6.55K - $6.84K
|
86
$7.54K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
48New |
$3.65K - $3.82K
|
48
$4.21K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
46New |
$3.5K - $3.66K
|
46
$4.04K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
33+ 47.14% |
$2.51K - $2.63K
|
103
$9.04K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
24New |
$1.83K - $1.91K
|
24
$2.11K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 1.52% |
$533 - $557
|
468
$41.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
5New |
$381 - $398
|
5
$439
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
4New |
$305 - $318
|
4
$351
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.7K+ 197.74% |
$1.67M - $1.74M
|
32.7K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.8K+ 43.42% |
$1.37M - $1.43M
|
58.9K
$5.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.68KNew |
$283K - $295K
|
3.68K
$323K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.91KNew |
$223K - $233K
|
2.91K
$255K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.76KNew |
$212K - $221K
|
2.76K
$242K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.55K+ 31.11% |
$119K - $124K
|
6.54K
$574K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
950New |
$72.9K - $76.1K
|
950
$83.3K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
905+ 1.78% |
$69.4K - $72.5K
|
51.7K
$4.54M
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
693+ 9.39% |
$53.2K - $55.5K
|
8.07K
$708K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
575+ 5.17% |
$44.1K - $46K
|
11.7K
$1.03M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
468+ 12.81% |
$35.9K - $37.5K
|
4.12K
$361K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
426New |
$32.7K - $34.1K
|
426
$37.4K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
375New |
$28.8K - $30K
|
375
$32.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
281+ 2.33% |
$21.6K - $22.5K
|
12.3K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
189New |
$14.5K - $15.1K
|
189
$16.6K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
180New |
$13.8K - $14.4K
|
180
$15.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
177+ 4.35% |
$13.6K - $14.2K
|
4.25K
$372K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
170+ 34.0% |
$13K - $13.6K
|
670
$58.8K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
55New |
$4.22K - $4.4K
|
55
$4.82K
|
|