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 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.28KClosed |
$319K - $339K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-2.44KClosed |
$238K - $253K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-2.01KClosed |
$195K - $208K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.34KClosed |
$130K - $138K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-54Closed |
$5.25K - $5.58K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-25KClosed |
$2.32M - $2.58M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-12.7KClosed |
$1.18M - $1.32M
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-9.5KClosed |
$882K - $982K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1KClosed |
$92.8K - $103K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-267Closed |
$24.8K - $27.6K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-65- 0.5% |
$6.03K - $6.72K
|
12.9K
$1.1M
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-345KClosed |
$33M - $38M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Summit Rock Advisors, LP
|
SELL
|
- |
-172KClosed |
$16.5M - $19M
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-111KClosed |
$10.6M - $12.2M
|
0
$0
|
|
Apr 01, 2021
Q1 2021
|
Ferguson Shapiro LLC
|
SELL
|
- |
-110KClosed |
$10.6M - $12.2M
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-30.6KClosed |
$2.92M - $3.36M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-8.21KClosed |
$785K - $903K
|
0
$0
|
|
Apr 08, 2021
Q1 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-6.53KClosed |
$624K - $719K
|
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
$809K
|
|
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 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
$19.9K
|
|
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
|