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 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.08% |
$76.7 - $80.1
|
1.24K
$105K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
53.2KNew |
$3.76M - $4.19M
|
53.2K
$4.51M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
53.2KNew |
$3.76M - $4.19M
|
53.2K
$4.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
10.1KNew |
$712K - $794K
|
10.1K
$854K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.61KNew |
$396K - $442K
|
5.61K
$475K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
125+ 91.91% |
$8.84K - $9.86K
|
261
$22.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
75New |
$5.3K - $5.91K
|
75
$6.36K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
28New |
$1.98K - $2.21K
|
28
$2.37K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
28+ 1.01% |
$1.98K - $2.21K
|
2.79K
$237K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
64.4KNew |
$4.75M - $5.06M
|
64.4K
$5.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.17K+ 25.01% |
$307K - $327K
|
20.8K
$1.77M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
3.89KNew |
$287K - $306K
|
3.89K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
3.51KNew |
$259K - $276K
|
3.51K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.6KNew |
$118K - $126K
|
1.6K
$135K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
303New |
$22.3K - $23.8K
|
303
$25.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
174+ 100.0% |
$12.8K - $13.7K
|
348
$29.5K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
74New |
$5.45K - $5.82K
|
74
$6.27K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
70New |
$5.16K - $5.5K
|
70
$5.93K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
68New |
$5.01K - $5.34K
|
68
$5.76K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
32New |
$2.36K - $2.51K
|
32
$2.71K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$73.7 - $78.6
|
1
$84.8
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
20KNew |
$1.42M - $1.53M
|
20K
$1.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
12.1KNew |
$854K - $924K
|
12.1K
$1.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
4.56KNew |
$322K - $348K
|
4.56K
$387K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.59KNew |
$253K - $274K
|
3.59K
$304K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.81KNew |
$198K - $215K
|
2.81K
$238K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
598New |
$42.2K - $45.7K
|
598
$50.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
400+ 13.33% |
$28.2K - $30.5K
|
3.4K
$288K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
101New |
$7.13K - $7.71K
|
101
$8.56K
|
|
|
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
$348K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
70New |
$4.94K - $5.35K
|
70
$5.93K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
34New |
$2.4K - $2.6K
|
34
$2.88K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
17New |
$1.2K - $1.3K
|
17
$1.44K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Barings LLC
|
BUY
|
- |
33.8KNew |
$2.34M - $2.54M
|
33.8K
$2.86M
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
31.8KNew |
$2.2M - $2.39M
|
31.8K
$2.7M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.8KNew |
$402K - $436K
|
5.8K
$492K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.86KNew |
$268K - $290K
|
3.86K
$327K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.5KNew |
$243K - $263K
|
3.5K
$297K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
267+ 1.32% |
$18.5K - $20.1K
|
20.5K
$1.74M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
135New |
$9.36K - $10.1K
|
135
$11.4K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
115New |
$7.97K - $8.64K
|
115
$9.75K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
69New |
$4.78K - $5.18K
|
69
$5.85K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
64+ 1.44% |
$4.44K - $4.81K
|
4.5K
$381K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
50New |
$3.47K - $3.76K
|
50
$4.24K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
22New |
$1.53K - $1.65K
|
22
$1.86K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
123KNew |
$8.43M - $8.87M
|
123K
$10.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27.5KNew |
$1.88M - $1.98M
|
27.5K
$2.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
19.5KNew |
$1.34M - $1.41M
|
19.5K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
14.1KNew |
$969K - $1.02M
|
14.1K
$1.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Hall Private Wealth Advisors
|
BUY
|
- |
14KNew |
$962K - $1.01M
|
14K
$1.19M
|
|