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 |
---|---|---|---|---|---|---|---|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-591K- 38.76% |
$46.6M - $53.2M
|
933K
$85.7M
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-247K- 96.61% |
$19.5M - $22.3M
|
8.66K
$796K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-230K- 24.24% |
$18.1M - $20.7M
|
718K
$66M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-141K- 68.83% |
$11.2M - $12.7M
|
64K
$5.88M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-141K- 5.22% |
$11.2M - $12.7M
|
2.56M
$236M
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-114K- 72.41% |
$9.02M - $10.3M
|
43.5K
$4M
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-111K- 82.55% |
$8.8M - $10M
|
23.6K
$2.17M
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-89.2K- 42.95% |
$7.05M - $8.04M
|
119K
$10.9M
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-75.3K- 37.95% |
$5.95M - $6.79M
|
123K
$11.3M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-60.1K- 32.77% |
$4.74M - $5.41M
|
123K
$11.3M
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-55.6K- 31.82% |
$4.39M - $5.01M
|
119K
$10.9M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-54.4K- 35.92% |
$4.29M - $4.9M
|
96.9K
$8.91M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-49K- 24.07% |
$3.87M - $4.42M
|
155K
$14.2M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-43.6K- 21.18% |
$3.44M - $3.92M
|
162K
$14.9M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-42K- 18.62% |
$3.32M - $3.79M
|
184K
$16.9M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-35.2K- 43.93% |
$2.78M - $3.17M
|
44.9K
$4.13M
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-34.8K- 45.84% |
$2.75M - $3.13M
|
41.1K
$3.77M
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-32.9K- 35.4% |
$2.6M - $2.96M
|
60K
$5.51M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-29.4K- 7.83% |
$2.32M - $2.65M
|
346K
$31.8M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28.6K- 55.79% |
$2.26M - $2.58M
|
22.7K
$2.08M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-28.5K- 31.28% |
$2.25M - $2.57M
|
62.7K
$5.76M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-24.4K- 45.19% |
$1.93M - $2.2M
|
29.6K
$2.72M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.1K- 35.65% |
$1.9M - $2.17M
|
43.4K
$3.99M
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-22.2K- 38.16% |
$1.75M - $2M
|
36K
$3.31M
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-18.1K- 5.34% |
$1.43M - $1.63M
|
321K
$29.4M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-14.2K- 15.1% |
$1.12M - $1.28M
|
80.1K
$7.36M
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-13.2K- 42.12% |
$1.04M - $1.19M
|
18.1K
$1.66M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.1K- 12.39% |
$1.03M - $1.18M
|
92.4K
$8.48M
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-12.2K- 28.05% |
$964K - $1.1M
|
31.3K
$2.88M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.2K- 55.49% |
$961K - $1.1M
|
9.76K
$896K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.6K- 17.4% |
$912K - $1.04M
|
54.8K
$5.04M
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.2K- 40.56% |
$884K - $1.01M
|
16.4K
$1.51M
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-10.8K- 34.41% |
$854K - $974K
|
20.6K
$1.89M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-10.6K- 23.4% |
$836K - $954K
|
34.6K
$3.18M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.4K- 53.22% |
$825K - $941K
|
9.18K
$843K
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-10.4K- 2.35% |
$825K - $941K
|
434K
$39.9M
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-10.2K- 42.02% |
$805K - $918K
|
14.1K
$1.29M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.56K- 45.38% |
$755K - $861K
|
11.5K
$1.06M
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-9.45K- 48.03% |
$747K - $852K
|
10.2K
$940K
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-9.18K- 36.73% |
$725K - $827K
|
15.8K
$1.45M
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.04K- 40.3% |
$714K - $814K
|
13.4K
$1.23M
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-8.79K- 46.03% |
$694K - $792K
|
10.3K
$947K
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-8.47K- 33.83% |
$669K - $763K
|
16.6K
$1.52M
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.19K- 8.94% |
$647K - $738K
|
83.4K
$7.66M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.79K- 7.81% |
$615K - $702K
|
92K
$8.45M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.16K- 13.07% |
$565K - $645K
|
47.6K
$4.37M
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-5.75K- 32.05% |
$454K - $518K
|
12.2K
$1.12M
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.74K- 38.0% |
$453K - $517K
|
9.36K
$860K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.72K- 22.21% |
$452K - $515K
|
20K
$1.84M
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5.71K- 44.9% |
$451K - $514K
|
7K
$643K
|