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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-92- 0.43% |
$6.3K - $6.63K
|
21.2K
$1.72M
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-77- 0.82% |
$5.28K - $5.55K
|
9.34K
$759K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-70- 41.18% |
$4.8K - $5.04K
|
100
$8.13K
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-49- 9.92% |
$3.36K - $3.53K
|
445
$36.2K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-42- 2.71% |
$2.88K - $3.03K
|
1.51K
$123K
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-40- 1.14% |
$2.74K - $2.88K
|
3.48K
$283K
|
|
Q3 2022 | |||||||
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-28.2KClosed |
$1.94M - $2.16M
|
0
$0
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-15.8K- 28.41% |
$1.08M - $1.21M
|
39.8K
$3.24M
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-13.7K- 57.13% |
$943K - $1.05M
|
10.3K
$838K
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-10.5K- 31.74% |
$719K - $802K
|
22.5K
$1.83M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-8.45K- 24.67% |
$580K - $647K
|
25.8K
$2.1M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.08K- 24.01% |
$143K - $159K
|
6.58K
$535K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.78KClosed |
$122K - $136K
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.29K- 92.81% |
$88.5K - $98.7K
|
100
$8.13K
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-710- 6.32% |
$48.7K - $54.4K
|
10.5K
$856K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-256- 7.3% |
$17.6K - $19.6K
|
3.25K
$264K
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-245- 3.26% |
$16.8K - $18.8K
|
7.27K
$591K
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-200- 98.04% |
$13.7K - $15.3K
|
4
$325
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-90Closed |
$6.18K - $6.89K
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-66- 33.17% |
$4.53K - $5.05K
|
133
$10.8K
|
|
Q2 2022 | |||||||
Aug 02, 2022
Q2 2022
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-350KClosed |
$23.8M - $29.6M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-227KClosed |
$15.4M - $19.2M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-37.5KClosed |
$2.55M - $3.17M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-32.1KClosed |
$2.19M - $2.72M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-23.4KClosed |
$1.59M - $1.98M
|
0
$0
|
|
Aug 26, 2022
Q2 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-21.8KClosed |
$1.48M - $1.84M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-17.3KClosed |
$1.18M - $1.46M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.95KClosed |
$473K - $588K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-6.65KClosed |
$453K - $563K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5.98KClosed |
$407K - $506K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-5.8KClosed |
$395K - $490K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.55KClosed |
$242K - $300K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.46KClosed |
$235K - $292K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.76KClosed |
$188K - $233K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-2.42KClosed |
$165K - $205K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.14KClosed |
$77.3K - $96K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-691- 57.92% |
$47K - $58.5K
|
502
$40.8K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-151Closed |
$10.3K - $12.8K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-111Closed |
$7.56K - $9.39K
|
0
$0
|
|
Q1 2022 | |||||||
Apr 27, 2022
Q1 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-32.5KClosed |
$2.52M - $2.9M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-30.7KClosed |
$2.38M - $2.74M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-28.2KClosed |
$2.18M - $2.51M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-26.4KClosed |
$2.05M - $2.36M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-10.1KClosed |
$781K - $900K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.42KClosed |
$187K - $216K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-2.32KClosed |
$180K - $207K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.5KClosed |
$116K - $134K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.19KClosed |
$92.2K - $106K
|
0
$0
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-550Closed |
$42.6K - $49.1K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-417Closed |
$32.3K - $37.2K
|
0
$0
|