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 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-338- 7.25% |
$25.7K - $26.9K
|
4.33K
$352K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-308- 98.09% |
$23.4K - $24.5K
|
6
$488
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-292- 10.47% |
$22.2K - $23.2K
|
2.5K
$203K
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-284- 0.77% |
$21.6K - $22.6K
|
36.8K
$2.99M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-262- 2.54% |
$19.9K - $20.9K
|
10K
$816K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-257- 1.14% |
$19.6K - $20.5K
|
22.2K
$1.8M
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-221- 84.35% |
$16.8K - $17.6K
|
41
$3.33K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-216- 12.52% |
$16.4K - $17.2K
|
1.51K
$123K
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-200- 6.79% |
$15.2K - $15.9K
|
2.74K
$223K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-199- 3.48% |
$15.1K - $15.8K
|
5.51K
$448K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-186- 14.81% |
$14.2K - $14.8K
|
1.07K
$87K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-184- 9.27% |
$14K - $14.6K
|
1.8K
$146K
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-151- 3.51% |
$11.5K - $12K
|
4.15K
$337K
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-149- 3.0% |
$11.3K - $11.9K
|
4.81K
$391K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-149- 2.16% |
$11.3K - $11.9K
|
6.74K
$548K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-134- 85.35% |
$10.2K - $10.7K
|
23
$1.87K
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-131- 2.07% |
$9.97K - $10.4K
|
6.2K
$504K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-130- 0.34% |
$9.9K - $10.3K
|
37.6K
$3.06M
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-124- 1.04% |
$9.44K - $9.87K
|
11.8K
$963K
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-61- 1.07% |
$4.64K - $4.85K
|
5.67K
$461K
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-61- 7.52% |
$4.64K - $4.85K
|
750
$61K
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-57- 1.26% |
$4.34K - $4.54K
|
4.47K
$364K
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-50- 1.86% |
$3.81K - $3.98K
|
2.64K
$214K
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-48- 1.34% |
$3.65K - $3.82K
|
3.53K
$287K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-47- 1.02% |
$3.58K - $3.74K
|
4.58K
$372K
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-27- 0.85% |
$2.06K - $2.15K
|
3.15K
$256K
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-16- 0.89% |
$1.22K - $1.27K
|
1.79K
$145K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-11- 4.98% |
$837 - $875
|
210
$17.1K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-9- 1.21% |
$685 - $716
|
732
$59.5K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-8- 0.05% |
$609 - $637
|
15.1K
$1.23M
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- 0.5% |
$305 - $318
|
801
$65.1K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-22.6K- 73.94% |
$1.73M - $1.81M
|
7.96K
$647K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9.61K- 46.83% |
$737K - $769K
|
10.9K
$887K
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-5.5K- 72.75% |
$422K - $440K
|
2.06K
$167K
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-872- 1.95% |
$66.9K - $69.8K
|
43.9K
$3.57M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-477- 6.18% |
$36.6K - $38.2K
|
7.25K
$589K
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-300- 6.4% |
$23K - $24K
|
4.39K
$357K
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-120- 0.96% |
$9.21K - $9.61K
|
12.4K
$1.01M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-102- 50.0% |
$7.83K - $8.17K
|
102
$8.29K
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-30- 0.2% |
$2.3K - $2.4K
|
15K
$1.22M
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-24- 19.2% |
$1.84K - $1.92K
|
101
$8.21K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-10- 7.14% |
$767 - $801
|
130
$10.6K
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-310- 8.01% |
$21.9K - $24.4K
|
3.56K
$290K
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-205- 57.1% |
$14.5K - $16.2K
|
154
$12.5K
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-67- 3.22% |
$4.74K - $5.28K
|
2.01K
$164K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-20- 6.43% |
$1.41K - $1.58K
|
291
$23.7K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-15- 93.75% |
$1.06K - $1.18K
|
1
$81.3
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-10- 10.64% |
$707 - $789
|
84
$6.83K
|
|
Q3 2023 | |||||||
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
SELL
|
- |
-31.5K- 53.34% |
$2.32M - $2.47M
|
27.5K
$2.24M
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-6.44K- 46.62% |
$475K - $506K
|
7.38K
$600K
|