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 |
---|---|---|---|---|---|---|---|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
20KNew |
$1.42M - $1.53M
|
20K
$1.63M
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
12.1KNew |
$854K - $924K
|
12.1K
$984K
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
4.56KNew |
$322K - $348K
|
4.56K
$371K
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.59KNew |
$253K - $274K
|
3.59K
$292K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.81KNew |
$198K - $215K
|
2.81K
$229K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
598New |
$42.2K - $45.7K
|
598
$48.6K
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
400+ 13.33% |
$28.2K - $30.5K
|
3.4K
$276K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
101New |
$7.13K - $7.71K
|
101
$8.21K
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
100+ 2.5% |
$7.06K - $7.64K
|
4.1K
$333K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
96New |
$6.78K - $7.33K
|
96
$7.8K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
70New |
$4.94K - $5.35K
|
70
$5.69K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
34New |
$2.4K - $2.6K
|
34
$2.76K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
17New |
$1.2K - $1.3K
|
17
$1.38K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Barings LLC
|
BUY
|
- |
33.8KNew |
$2.34M - $2.54M
|
33.8K
$2.75M
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
31.8KNew |
$2.2M - $2.39M
|
31.8K
$2.59M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
9.5KNew |
$659K - $714K
|
9.5K
$772K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.8KNew |
$402K - $436K
|
5.8K
$471K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.86KNew |
$268K - $290K
|
3.86K
$314K
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.5KNew |
$243K - $263K
|
3.5K
$284K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
547New |
$37.9K - $41.1K
|
547
$44.5K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
485+ 351.45% |
$33.6K - $36.4K
|
623
$50.6K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
267+ 1.32% |
$18.5K - $20.1K
|
20.5K
$1.67M
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
135New |
$9.36K - $10.1K
|
135
$11K
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
115New |
$7.97K - $8.64K
|
115
$9.35K
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
69New |
$4.78K - $5.18K
|
69
$5.61K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
64+ 1.44% |
$4.44K - $4.81K
|
4.5K
$366K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
50New |
$3.47K - $3.76K
|
50
$4.07K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
22New |
$1.53K - $1.65K
|
22
$1.79K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
123KNew |
$8.43M - $8.87M
|
123K
$10M
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27.5KNew |
$1.88M - $1.98M
|
27.5K
$2.24M
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
19.5KNew |
$1.34M - $1.41M
|
19.5K
$1.59M
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
14.1KNew |
$969K - $1.02M
|
14.1K
$1.15M
|
|
Jan 20, 2023
Q4 2022
|
Hall Private Wealth Advisors
|
BUY
|
- |
14KNew |
$962K - $1.01M
|
14K
$1.14M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.2KNew |
$769K - $809K
|
11.2K
$913K
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8.71KNew |
$597K - $628K
|
8.71K
$708K
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.46KNew |
$511K - $538K
|
7.46K
$606K
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.63KNew |
$249K - $261K
|
3.63K
$295K
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.31K+ 49.39% |
$227K - $238K
|
10K
$813K
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
3.26KNew |
$223K - $235K
|
3.26K
$265K
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.03KNew |
$207K - $218K
|
3.03K
$246K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.48K+ 1341.62% |
$170K - $179K
|
2.67K
$217K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.01K+ 14.59% |
$138K - $145K
|
15.8K
$1.28M
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.58K+ 50.53% |
$108K - $114K
|
4.7K
$382K
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 1.16% |
$85K - $89.4K
|
109K
$8.83M
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.22K+ 9.33% |
$83.8K - $88.1K
|
14.3K
$1.17M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
890+ 19.66% |
$61K - $64.1K
|
5.42K
$440K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
592New |
$40.6K - $42.7K
|
592
$48.1K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
542+ 17.01% |
$37.1K - $39.1K
|
3.73K
$303K
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
534+ 3.98% |
$36.6K - $38.5K
|
13.9K
$1.13M
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
486New |
$33.3K - $35K
|
486
$39.5K
|