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 |
|---|---|---|---|---|---|---|---|
|
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
$58.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.07K- 24.55% |
$146K - $158K
|
6.37K
$540K
|
|
|
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
$2.54K
|
|
|
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 | |||||||
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-45.4K- 86.18% |
$3.14M - $3.41M
|
7.27K
$617K
|
|
|
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
$3.64K
|
|
|
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
$279K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.26K- 30.65% |
$87.2K - $94.5K
|
2.85K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-933- 13.2% |
$64.7K - $70.1K
|
6.14K
$520K
|
|
|
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
$236K
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-757- 12.1% |
$52.5K - $56.9K
|
5.5K
$466K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-554- 54.1% |
$38.4K - $41.6K
|
470
$39.8K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-11- 0.37% |
$763 - $826
|
2.98K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-6- 3.33% |
$416 - $451
|
174
$14.7K
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-57.3K- 99.63% |
$3.93M - $4.13M
|
215
$18.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-16.6K- 37.84% |
$1.14M - $1.2M
|
27.3K
$2.31M
|
|
|
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
$314K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.58K- 86.82% |
$177K - $186K
|
392
$33.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.88K- 36.83% |
$129K - $136K
|
3.23K
$274K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.44K- 15.79% |
$98.6K - $104K
|
7.67K
$650K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-1.37K- 9.15% |
$93.8K - $98.7K
|
13.6K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.06K- 4.43% |
$72.5K - $76.3K
|
22.8K
$1.93M
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-901- 19.16% |
$61.7K - $64.9K
|
3.8K
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-816- 62.01% |
$55.9K - $58.8K
|
500
$42.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-719- 13.96% |
$49.3K - $51.8K
|
4.43K
$375K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-530- 96.36% |
$36.3K - $38.2K
|
20
$1.7K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-402- 2.02% |
$27.5K - $29K
|
19.5K
$1.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-197- 1.91% |
$13.5K - $14.2K
|
10.1K
$855K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-171- 4.22% |
$11.7K - $12.3K
|
3.88K
$329K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-162- 6.45% |
$11.1K - $11.7K
|
2.35K
$199K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-121- 0.49% |
$8.29K - $8.72K
|
24.6K
$2.08M
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-92- 0.43% |
$6.3K - $6.63K
|
21.2K
$1.79M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-77- 0.82% |
$5.28K - $5.55K
|
9.34K
$792K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-70- 41.18% |
$4.8K - $5.04K
|
100
$8.48K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-49- 9.92% |
$3.36K - $3.53K
|
445
$37.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-42- 2.71% |
$2.88K - $3.03K
|
1.51K
$128K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-40- 1.14% |
$2.74K - $2.88K
|
3.48K
$295K
|
|
| 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
$3.38M
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-13.7K- 57.13% |
$943K - $1.05M
|
10.3K
$874K
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-10.5K- 31.74% |
$719K - $802K
|
22.5K
$1.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-8.45K- 24.67% |
$580K - $647K
|
25.8K
$2.19M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.78KClosed |
$122K - $136K
|
0
$0
|
|