Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-27.9K- 77.61% |
$2.32M - $2.49M
|
8.05K
$695K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-16K- 3.48% |
$1.33M - $1.43M
|
443K
$38.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-5.65K- 19.48% |
$470K - $505K
|
23.4K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-2.49K- 6.22% |
$207K - $222K
|
37.5K
$3.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.6K- 2.47% |
$133K - $143K
|
63.1K
$5.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-452- 67.26% |
$37.6K - $40.4K
|
220
$19K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-259- 2.23% |
$21.5K - $23.1K
|
11.4K
$981K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-171- 64.77% |
$14.2K - $15.3K
|
93
$8.03K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-64- 0.92% |
$5.32K - $5.71K
|
6.92K
$598K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-40- 0.4% |
$3.32K - $3.57K
|
9.85K
$850K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-324K- 99.97% |
$25M - $27.1M
|
97
$8.37K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-159K- 60.65% |
$12.3M - $13.3M
|
103K
$8.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-47.7K- 87.98% |
$3.69M - $3.99M
|
6.52K
$563K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-23.9K- 58.19% |
$1.85M - $2M
|
17.2K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-23.4K- 88.6% |
$1.81M - $1.96M
|
3.01K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.1K- 23.25% |
$1.55M - $1.68M
|
66.2K
$5.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-18.4K- 6.96% |
$1.42M - $1.54M
|
246K
$21.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-16.8K- 80.26% |
$1.3M - $1.41M
|
4.13K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.1K- 11.82% |
$932K - $1.01M
|
90K
$7.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11K- 21.79% |
$847K - $918K
|
39.4K
$3.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.49K- 32.01% |
$733K - $794K
|
20.2K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-9.49K- 7.7% |
$733K - $794K
|
114K
$9.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-6.16K- 99.24% |
$476K - $515K
|
47
$4.06K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-5.86K- 3.1% |
$452K - $490K
|
183K
$15.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.01K- 19.58% |
$387K - $419K
|
20.6K
$1.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.79K- 5.63% |
$370K - $400K
|
80.2K
$6.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.24K- 17.94% |
$328K - $355K
|
19.4K
$1.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-3.56K- 0.73% |
$275K - $297K
|
481K
$41.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.31K- 83.35% |
$256K - $277K
|
661
$57.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.8K- 11.71% |
$216K - $234K
|
21.1K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-2.5K- 12.16% |
$193K - $209K
|
18K
$1.56M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.15K- 6.54% |
$166K - $180K
|
30.8K
$2.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.11K- 9.29% |
$163K - $177K
|
20.6K
$1.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.89K- 6.98% |
$146K - $158K
|
25.2K
$2.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.5K- 20.27% |
$116K - $125K
|
5.88K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.48K- 2.65% |
$114K - $124K
|
54.4K
$4.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.39K- 31.32% |
$107K - $116K
|
3.05K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-1.19K- 6.82% |
$91.8K - $99.5K
|
16.2K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.06K- 15.62% |
$81.6K - $88.4K
|
5.71K
$493K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.04K- 4.33% |
$80.5K - $87.2K
|
23K
$1.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.03K- 2.79% |
$79.5K - $86.1K
|
35.8K
$3.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-987- 1.65% |
$76.2K - $82.6K
|
58.7K
$5.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-825- 1.49% |
$63.7K - $69K
|
54.6K
$4.71M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-799- 17.34% |
$61.7K - $66.9K
|
3.81K
$329K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-774- 1.13% |
$59.8K - $64.8K
|
67.9K
$5.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-661- 1.33% |
$51.1K - $55.3K
|
49.2K
$4.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-649- 20.39% |
$50.1K - $54.3K
|
2.53K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-643- 10.78% |
$49.7K - $53.8K
|
5.32K
$460K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-638- 17.32% |
$49.3K - $53.4K
|
3.05K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-595- 12.65% |
$46K - $49.8K
|
4.11K
$355K
|
|