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 |
---|---|---|---|---|---|---|---|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-903- 7.39% |
$75.1K - $80.6K
|
11.3K
$960K
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-654- 8.12% |
$54.4K - $58.4K
|
7.4K
$627K
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-601- 13.98% |
$50K - $53.7K
|
3.7K
$313K
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-590- 0.14% |
$49.1K - $52.7K
|
418K
$35.4M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-552- 0.68% |
$45.9K - $49.3K
|
80.1K
$6.79M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-475- 8.16% |
$39.5K - $42.4K
|
5.34K
$453K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-461- 8.83% |
$38.3K - $41.2K
|
4.76K
$404K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-421- 11.69% |
$35K - $37.6K
|
3.18K
$269K
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-403- 5.45% |
$33.5K - $36K
|
6.99K
$592K
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-402- 7.57% |
$33.4K - $35.9K
|
4.91K
$416K
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-394- 1.42% |
$32.8K - $35.2K
|
27.3K
$2.31M
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-393- 3.33% |
$32.7K - $35.1K
|
11.4K
$967K
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-365- 0.9% |
$30.4K - $32.6K
|
40.4K
$3.42M
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-360- 10.19% |
$29.9K - $32.1K
|
3.17K
$269K
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-315- 5.78% |
$26.2K - $28.1K
|
5.14K
$435K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-313- 5.97% |
$26K - $27.9K
|
4.93K
$418K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-289- 9.39% |
$24K - $25.8K
|
2.79K
$236K
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-246- 8.31% |
$20.5K - $22K
|
2.71K
$230K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-220- 1.9% |
$18.3K - $19.6K
|
11.4K
$963K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-216- 1.02% |
$18K - $19.3K
|
21.1K
$1.79M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-207- 6.09% |
$17.2K - $18.5K
|
3.19K
$271K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-201- 6.36% |
$16.7K - $17.9K
|
2.96K
$251K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-200- 65.57% |
$16.6K - $17.9K
|
105
$8.9K
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-198- 1.1% |
$16.5K - $17.7K
|
17.7K
$1.5M
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-186- 3.62% |
$15.5K - $16.6K
|
4.95K
$419K
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-171- 3.01% |
$14.2K - $15.3K
|
5.5K
$466K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-170- 13.32% |
$14.1K - $15.2K
|
1.11K
$93.7K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-168- 0.69% |
$14K - $15K
|
24.2K
$2.05M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-161- 7.28% |
$13.4K - $14.4K
|
2.05K
$174K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-159- 12.43% |
$13.2K - $14.2K
|
1.12K
$94.9K
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-146- 5.42% |
$12.1K - $13K
|
2.55K
$216K
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-137- 1.98% |
$11.4K - $12.2K
|
6.79K
$575K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-120- 0.98% |
$9.98K - $10.7K
|
12.1K
$1.03M
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-108- 0.95% |
$8.98K - $9.64K
|
11.3K
$954K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-106- 1.86% |
$8.82K - $9.46K
|
5.59K
$474K
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-103- 74.1% |
$8.57K - $9.19K
|
36
$3.05K
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-93- 2.03% |
$7.74K - $8.3K
|
4.49K
$380K
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-90- 2.56% |
$7.49K - $8.03K
|
3.43K
$291K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-84- 1.83% |
$6.99K - $7.5K
|
4.51K
$382K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-77- 2.56% |
$6.4K - $6.87K
|
2.93K
$249K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-74- 7.92% |
$6.16K - $6.61K
|
860
$72.9K
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-67- 1.18% |
$5.57K - $5.98K
|
5.62K
$476K
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-41- 0.93% |
$3.41K - $3.66K
|
4.39K
$372K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-41- 5.73% |
$3.41K - $3.66K
|
674
$57.1K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-37- 17.54% |
$3.08K - $3.3K
|
174
$14.7K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-37- 19.58% |
$3.08K - $3.3K
|
152
$12.9K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-29- 0.9% |
$2.41K - $2.59K
|
3.21K
$272K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-25- 20.33% |
$2.08K - $2.23K
|
98
$8.31K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-17- 0.2% |
$1.41K - $1.52K
|
8.33K
$706K
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-15- 0.35% |
$1.25K - $1.34K
|
4.28K
$363K
|