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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
81+ 1.93% |
$5.56K - $6.2K
|
4.27K
$362K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
31New |
$2.13K - $2.37K
|
31
$2.63K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
18New |
$1.24K - $1.38K
|
18
$1.53K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
12New |
$824 - $919
|
12
$1.02K
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
32.7K+ 214.39% |
$2.23M - $2.77M
|
47.9K
$4.07M
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
15.7KNew |
$1.07M - $1.33M
|
15.7K
$1.33M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.25KNew |
$494K - $614K
|
7.25K
$616K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
5.38KNew |
$366K - $455K
|
5.38K
$457K
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.1KNew |
$347K - $431K
|
5.1K
$433K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.1KNew |
$279K - $347K
|
4.1K
$348K
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.83KNew |
$193K - $239K
|
2.83K
$240K
|
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
561New |
$38.2K - $47.5K
|
561
$47.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
470+ 6714.29% |
$32K - $39.8K
|
477
$40.5K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
295+ 156.08% |
$20.1K - $25K
|
484
$41.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
237New |
$16.1K - $20.1K
|
237
$20.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$6.81K - $8.46K
|
100
$8.49K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
92New |
$6.26K - $7.78K
|
92
$7.81K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
85New |
$5.79K - $7.19K
|
85
$7.22K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
47New |
$3.2K - $3.98K
|
47
$3.99K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
38New |
$2.59K - $3.22K
|
38
$3.23K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
33New |
$2.25K - $2.79K
|
33
$2.8K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
23New |
$1.57K - $1.95K
|
23
$1.95K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6New |
$408 - $508
|
6
$509
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1New |
$68.1 - $84.6
|
1
$84.9
|
|
| Q1 2022 | |||||||
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
36.7KNew |
$2.84M - $3.28M
|
36.7K
$3.12M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
88+ 131.34% |
$6.81K - $7.86K
|
155
$13.2K
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
25New |
$2.17K - $2.61K
|
25
$2.12K
|
|
| Q3 2021 | |||||||
|
Dec 22, 2022
Q3 2021
|
Campbell Wealth Management
|
BUY
|
- |
6.91KNew |
$671K - $714K
|
6.91K
$586K
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.1KNew |
$399K - $424K
|
4.1K
$348K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
50New |
$4.86K - $5.17K
|
50
$4.25K
|
|
| Q2 2021 | |||||||
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
41New |
$3.8K - $4.24K
|
41
$3.48K
|
|
| Q1 2021 | |||||||
|
Sep 11, 2023
Q1 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
724New |
$69.2K - $79.7K
|
724
$61.5K
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10New |
$956 - $1.1K
|
10
$849
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.5KNew |
$77.4K - $106K
|
1.5K
$127K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Barclays PLC
London, X0 |
BUY
|
- |
450New |
$24.5K - $25.3K
|
450
$38.2K
|
|