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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-48- 1.34% |
$3.65K - $3.82K
|
3.53K
$300K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-47- 1.02% |
$3.58K - $3.74K
|
4.58K
$389K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-11- 4.98% |
$837 - $875
|
210
$17.8K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-22.6K- 73.94% |
$1.73M - $1.81M
|
7.96K
$676K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9.61K- 46.83% |
$737K - $769K
|
10.9K
$926K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-5.5K- 72.75% |
$422K - $440K
|
2.06K
$175K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-872- 1.95% |
$66.9K - $69.8K
|
43.9K
$3.73M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-477- 6.18% |
$36.6K - $38.2K
|
7.25K
$615K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-300- 6.4% |
$23K - $24K
|
4.39K
$373K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-102- 50.0% |
$7.83K - $8.17K
|
102
$8.66K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-30- 0.2% |
$2.3K - $2.4K
|
15K
$1.27M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-10- 7.14% |
$767 - $801
|
130
$11K
|
|
| 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
$302K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-205- 57.1% |
$14.5K - $16.2K
|
154
$13.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-20- 6.43% |
$1.41K - $1.58K
|
291
$24.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-15- 93.75% |
$1.06K - $1.18K
|
1
$84.9
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-10- 10.64% |
$707 - $789
|
84
$7.13K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
SELL
|
- |
-31.5K- 53.34% |
$2.32M - $2.47M
|
27.5K
$2.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.94K- 52.5% |
$290K - $309K
|
3.56K
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.5K- 33.73% |
$110K - $118K
|
2.95K
$250K
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-320- 9.25% |
$23.6K - $25.1K
|
3.14K
$267K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-23- 62.16% |
$1.7K - $1.81K
|
14
$1.19K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-10- 0.33% |
$737 - $786
|
3.03K
$257K
|
|
| Q2 2023 | |||||||
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.43K- 77.83% |
$172K - $185K
|
692
$58.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.07K- 24.55% |
$146K - $158K
|
6.37K
$541K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-361- 15.02% |
$25.5K - $27.6K
|
2.04K
$173K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-255- 89.47% |
$18K - $19.5K
|
30
$2.55K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-69- 16.51% |
$4.87K - $5.27K
|
349
$29.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-10Closed |
$706 - $764
|
0
$0
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-74.1K- 32.77% |
$5.14M - $5.57M
|
152K
$12.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-45.4K- 86.18% |
$3.14M - $3.41M
|
7.27K
$618K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-21KClosed |
$1.45M - $1.58M
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-18.2K- 99.76% |
$1.26M - $1.37M
|
43
$3.65K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-16.4K- 33.97% |
$1.14M - $1.23M
|
31.9K
$2.71M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.39K- 74.02% |
$651K - $705K
|
3.3K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.26K- 30.65% |
$87.2K - $94.5K
|
2.85K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-933- 13.2% |
$64.7K - $70.1K
|
6.14K
$521K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-912- 2.74% |
$63.2K - $68.5K
|
32.3K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-813- 22.57% |
$56.4K - $61.1K
|
2.79K
$237K
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-757- 12.1% |
$52.5K - $56.9K
|
5.5K
$467K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-554- 54.1% |
$38.4K - $41.6K
|
470
$39.9K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-11- 0.37% |
$763 - $826
|
2.98K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-6- 3.33% |
$416 - $451
|
174
$14.8K
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-57.3K- 99.63% |
$3.93M - $4.13M
|
215
$18.3K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-19.9K- 68.58% |
$1.36M - $1.43M
|
9.1K
$772K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-16.6K- 37.84% |
$1.14M - $1.2M
|
27.3K
$2.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-11.6K- 37.18% |
$793K - $834K
|
19.5K
$1.66M
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-4.09K- 52.46% |
$280K - $295K
|
3.71K
$315K
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-3.06K- 38.37% |
$209K - $220K
|
4.91K
$417K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.58K- 86.82% |
$177K - $186K
|
392
$33.3K
|
|