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 23, 2021
Q1 2021
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.39KClosed |
$324K - $373K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
SELL
|
- |
-2.82KClosed |
$269K - $310K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Ellevest, Inc.
|
SELL
|
- |
-1.5KClosed |
$143K - $165K
|
0
$0
|
|
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-534- 5.3% |
$51.1K - $58.8K
|
9.55K
$811K
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-10.6KClosed |
$854K - $1.02M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-787Closed |
$63.7K - $76.3K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
New Square Capital LLC
|
SELL
|
- |
-523Closed |
$42.3K - $50.7K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2Closed |
$162 - $194
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-12.3KClosed |
$880K - $1.04M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6.65KClosed |
$476K - $561K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.49KClosed |
$250K - $295K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Newfound Research LLC
|
SELL
|
- |
-1.5KClosed |
$107K - $126K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-504Closed |
$36.1K - $42.5K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
SELL
|
- |
-16.9KClosed |
$874K - $1.2M
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-13KClosed |
$673K - $925K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Firestone Capital Management
|
SELL
|
- |
-2.5KClosed |
$129K - $178K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.66KClosed |
$85.9K - $118K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
CALL |
-132KClosed |
$6.13M - $9.06M
|
0
$0
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.63K- 97.35% |
$402K - $593K
|
235
$20K
|
|
|
May 08, 2020
Q1 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-7.94KClosed |
$370K - $546K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.03KClosed |
$188K - $277K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Nvwm, LLC
|
SELL
|
- |
-160Closed |
$7.45K - $11K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-100Closed |
$4.66K - $6.87K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 18, 2019
Q3 2019
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-97.9KClosed |
$5.68M - $6.01M
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-991Closed |
$57.6K - $60.9K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 22, 2019
Q2 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-16.5KClosed |
$930K - $985K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.99KClosed |
$169K - $179K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-80.2KClosed |
$4.01M - $4.78M
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-5.08KClosed |
$254K - $303K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.58KClosed |
$494K - $516K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-84Closed |
$4.84K - $5.05K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-28.4KClosed |
$1.54M - $1.59M
|
0
$0
|
|