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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11- 0.42% |
$915 - $982
|
2.58K
$219K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-6- 24.0% |
$499 - $536
|
19
$1.61K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-4- 2.38% |
$333 - $357
|
164
$13.9K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 0.91% |
$166 - $179
|
218
$18.5K
|
|
Q4 2024 | |||||||
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-17.9K- 9.3% |
$1.49M - $1.6M
|
175K
$14.8M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-10.5K- 47.34% |
$869K - $934K
|
11.6K
$987K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.91K- 4.72% |
$242K - $260K
|
58.8K
$4.99M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.71K- 8.81% |
$225K - $242K
|
28.1K
$2.38M
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.59K- 44.09% |
$216K - $232K
|
3.29K
$279K
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.6K- 2.47% |
$133K - $143K
|
63.1K
$5.35M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-557- 11.94% |
$46.3K - $49.7K
|
4.11K
$348K
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-244- 1.5% |
$20.3K - $21.8K
|
16K
$1.36M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-171- 64.77% |
$14.2K - $15.3K
|
93
$7.88K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-71- 34.47% |
$5.9K - $6.34K
|
135
$11.4K
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-14- 1.82% |
$1.16K - $1.25K
|
754
$63.9K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 16.67% |
$83.1 - $89.3
|
5
$424
|
|
Q3 2024 | |||||||
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-16.8K- 80.26% |
$1.3M - $1.41M
|
4.13K
$350K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.79K- 5.63% |
$370K - $400K
|
80.2K
$6.8M
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.03K- 2.79% |
$79.5K - $86.1K
|
35.8K
$3.04M
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-825- 1.49% |
$63.7K - $69K
|
54.6K
$4.63M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-774- 1.13% |
$59.8K - $64.8K
|
67.9K
$5.75M
|
|
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
$215K
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-570- 4.58% |
$44K - $47.7K
|
11.9K
$1.01M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-234- 31.97% |
$18.1K - $19.6K
|
498
$42.2K
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-164- 5.62% |
$12.7K - $13.7K
|
2.75K
$233K
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-139- 5.07% |
$10.7K - $11.6K
|
2.61K
$221K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-67- 1.59% |
$5.18K - $5.61K
|
4.14K
$351K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-22- 0.53% |
$1.7K - $1.84K
|
4.09K
$347K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1- 0.03% |
$77.2 - $83.7
|
3.72K
$316K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-13K- 3.9% |
$990K - $1.04M
|
321K
$27.2M
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-6.7KClosed |
$510K - $533K
|
0
$0
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.24K- 7.27% |
$94K - $98.3K
|
15.8K
$1.34M
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-221- 84.35% |
$16.8K - $17.6K
|
41
$3.48K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-184- 9.27% |
$14K - $14.6K
|
1.8K
$153K
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-50- 1.86% |
$3.81K - $3.98K
|
2.64K
$223K
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-48- 1.34% |
$3.65K - $3.82K
|
3.53K
$299K
|
|
Q1 2024 | |||||||
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9.61K- 46.83% |
$737K - $769K
|
10.9K
$925K
|
|
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
$3.72M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-477- 6.18% |
$36.6K - $38.2K
|
7.25K
$614K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-102- 50.0% |
$7.83K - $8.17K
|
102
$8.65K
|
|
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 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-20- 6.43% |
$1.41K - $1.58K
|
291
$24.7K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-10- 10.64% |
$707 - $789
|
84
$7.12K
|
|
Q3 2023 | |||||||
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
$266K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-23- 62.16% |
$1.7K - $1.81K
|
14
$1.19K
|