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 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8.71KNew |
$597K - $628K
|
8.71K
$738K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.46KNew |
$511K - $538K
|
7.46K
$632K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.63KNew |
$249K - $261K
|
3.63K
$308K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
3.26KNew |
$223K - $235K
|
3.26K
$276K
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.03KNew |
$207K - $218K
|
3.03K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.48K+ 1341.62% |
$170K - $179K
|
2.67K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 1.16% |
$85K - $89.4K
|
109K
$9.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
592New |
$40.6K - $42.7K
|
592
$50.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
542+ 17.01% |
$37.1K - $39.1K
|
3.73K
$316K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
534+ 3.98% |
$36.6K - $38.5K
|
13.9K
$1.18M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
486New |
$33.3K - $35K
|
486
$41.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
404+ 3.63% |
$27.7K - $29.1K
|
11.5K
$977K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
314+ 7.05% |
$21.5K - $22.6K
|
4.77K
$404K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
282+ 116.53% |
$19.3K - $20.3K
|
524
$44.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
211+ 6.11% |
$14.5K - $15.2K
|
3.66K
$310K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
120+ 4.15% |
$8.22K - $8.65K
|
3.01K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$6.85K - $7.21K
|
100
$8.48K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
83New |
$5.69K - $5.98K
|
83
$7.04K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
70New |
$4.8K - $5.04K
|
70
$5.93K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
55New |
$3.77K - $3.96K
|
55
$4.66K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
42+ 0.75% |
$2.88K - $3.03K
|
5.61K
$476K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
32New |
$2.19K - $2.31K
|
32
$2.71K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
30New |
$2.06K - $2.16K
|
30
$2.54K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
27+ 0.47% |
$1.85K - $1.95K
|
5.82K
$493K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
16New |
$1.1K - $1.15K
|
16
$1.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6New |
$411 - $432
|
6
$509
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
6New |
$411 - $432
|
6
$509
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
5New |
$343 - $360
|
5
$424
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3New |
$206 - $216
|
3
$254
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 1.08% |
$137 - $144
|
188
$15.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
67.5KNew |
$4.63M - $5.17M
|
67.5K
$5.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
37.1K+ 167.12% |
$2.55M - $2.84M
|
59.4K
$5.03M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
16.7KNew |
$1.15M - $1.28M
|
16.7K
$1.42M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
13KNew |
$890K - $992K
|
13K
$1.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
8.12KNew |
$557K - $622K
|
8.12K
$688K
|
|
|
Nov 10, 2022
Q3 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
4.63KNew |
$318K - $354K
|
4.63K
$392K
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.84K+ 46.36% |
$126K - $141K
|
5.82K
$493K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
974+ 29.64% |
$66.9K - $74.6K
|
4.26K
$361K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
910+ 1750.0% |
$62.5K - $69.7K
|
962
$81.5K
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
865+ 4.22% |
$59.4K - $66.2K
|
21.4K
$1.81M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
566+ 23.19% |
$38.9K - $43.3K
|
3.01K
$255K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
556+ 2.65% |
$38.2K - $42.6K
|
21.5K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
555New |
$38.1K - $42.5K
|
555
$47K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
493New |
$33.8K - $37.7K
|
493
$41.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
174New |
$11.9K - $13.3K
|
174
$14.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
124New |
$8.51K - $9.49K
|
124
$10.5K
|
|
|
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
|
|