Purchases and Sales Made in Q1 2022 in Ishares Tr Convertible Bond Et (ICVT)

ICVT Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Convertible Bond Et (ICVT) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR CONVERTIBLE BOND ET.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
1.01M
+ 1555.03%
$78.4M - $90.4M
1.08M $92.1M
May 16, 2022 Q1 2022
1832 Asset Management L.P.

Toronto, A6
BUY
 -
1.01M
New
$78.2M - $90.2M
1.01M $86.3M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
913K
+ 116.61%
$70.7M - $81.6M
1.7M $145M
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
823K
+ 6456.55%
$63.8M - $73.5M
836K $71.4M
Aug 29, 2022 Q1 2022
Provida Pension Fund Administrator

Santiago, F3
BUY
 -
812K
New
$62.9M - $72.5M
812K $69.4M
Oct 31, 2023 Q1 2022
Provida Pension Fund Administrator

Santiago, F3
BUY
 -
812K
New
$62.9M - $72.5M
812K $69.4M
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

BUY
 -
714K
+ 1281.36%
$55.3M - $63.8M
770K $65.8M
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
430K
+ 826880.75%
$33.3M - $38.4M
430K $36.7M
May 27, 2022 Q1 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
286K
+ 9245.52%
$22.1M - $25.5M
289K $24.7M
May 12, 2022 Q1 2022
Black Rock Inc.

New York, NY
BUY
 -
221K
+ 57927.56%
$17.1M - $19.7M
221K $18.9M
May 13, 2022 Q1 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
179K
New
$13.9M - $16M
179K $15.3M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
140K
+ 160.15%
$10.8M - $12.5M
227K $19.4M
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
128K
+ 776.24%
$9.91M - $11.4M
144K $12.3M
May 17, 2022 Q1 2022
Mcmorgan & CO LLC

San Francisco, CA
BUY
 -
87K
+ 99.75%
$6.73M - $7.77M
174K $14.9M
Apr 25, 2022 Q1 2022
Intelligence Driven Advisers, LLC

BUY
 -
77.1K
New
$5.97M - $6.88M
77.1K $6.59M
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

BUY
 -
63.2K
New
$4.89M - $5.64M
63.2K $5.4M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
56.9K
+ 53.48%
$4.41M - $5.08M
163K $14M
May 06, 2022 Q1 2022
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
56.1K
New
$4.34M - $5.01M
56.1K $4.79M
May 03, 2022 Q1 2022
Hohimer Wealth Management, LLC

BUY
 -
51.9K
New
$4.02M - $4.63M
51.9K $4.43M
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

BUY
 -
44.7K
+ 52.61%
$3.46M - $3.99M
130K $11.1M
May 09, 2022 Q1 2022
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
37.5K
New
$2.9M - $3.35M
37.5K $3.2M
Apr 12, 2022 Q1 2022
Carl Stuart Investment Advisor, Inc

Austin, TX
BUY
 -
36.7K
New
$2.84M - $3.28M
36.7K $3.14M
Apr 13, 2022 Q1 2022
Lpwm LLC

Minneapolis, MN
BUY
 -
36.7K
New
$2.84M - $3.28M
36.7K $3.14M
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

BUY
 -
31.8K
New
$2.47M - $2.84M
31.8K $2.72M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
31.2K
+ 17.31%
$2.42M - $2.79M
212K $18.1M
Apr 26, 2022 Q1 2022
First National Corp

BUY
 -
31.2K
New
$2.42M - $2.79M
31.2K $2.67M
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

BUY
 -
28.3K
New
$2.19M - $2.53M
28.3K $2.42M
May 13, 2022 Q1 2022
Verition Fund Management LLC

Greenwich, CT
BUY
 -
27.6K
New
$2.14M - $2.46M
27.6K $2.36M
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
23K
+ 520.4%
$1.78M - $2.06M
27.5K $2.35M
May 11, 2022 Q1 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
22.7K
New
$1.76M - $2.03M
22.7K $1.94M
Apr 19, 2022 Q1 2022
Williams Financial, LLC

Bennington, VT
BUY
 -
21.8K
New
$1.68M - $1.94M
21.8K $1.86M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
20.4K
+ 19.34%
$1.58M - $1.82M
126K $10.8M
May 18, 2022 Q1 2022
Buttonwood Financial Group, LLC

BUY
 -
18.2K
New
$1.41M - $1.63M
18.2K $1.56M
Apr 19, 2022 Q1 2022
Burt Wealth Advisors

BUY
 -
18.1K
+ 341.62%
$1.4M - $1.61M
23.4K $2M
Jan 12, 2024 Q1 2022
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
17.6K
New
$1.36M - $1.57M
17.6K $1.5M
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
17.3K
New
$1.34M - $1.55M
17.3K $1.48M
May 09, 2022 Q1 2022
Mv Capital Management, Inc.

BUY
 -
17K
+ 6862.9%
$1.32M - $1.52M
17.3K $1.48M
Apr 12, 2022 Q1 2022
Market Street Wealth Management Advisors LLC

BUY
 -
17K
New
$1.32M - $1.52M
17K $1.45M
Apr 19, 2022 Q1 2022
Icon Wealth Partners, LLC

BUY
 -
15.2K
New
$1.18M - $1.36M
15.2K $1.3M
Apr 29, 2022 Q1 2022
Tri Star Advisors Inc.

BUY
 -
14.9K
New
$1.16M - $1.33M
14.9K $1.28M
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
14.8K
+ 20.39%
$1.15M - $1.32M
87.4K $7.47M
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
14.7K
+ 40.9%
$1.14M - $1.31M
50.7K $4.33M
Apr 19, 2022 Q1 2022
Foundations Investment Advisors, LLC

BUY
 -
13.4K
+ 408.93%
$1.04M - $1.2M
16.7K $1.43M
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
13.4K
+ 18.77%
$1.04M - $1.2M
84.8K $7.25M
Apr 26, 2022 Q1 2022
Cardinal Strategic Wealth Guidance

BUY
 -
13.2K
New
$1.02M - $1.18M
13.2K $1.13M
Apr 19, 2022 Q1 2022
Jb Capital LLC

BUY
 -
12.2K
New
$944K - $1.09M
12.2K $1.04M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
11.9K
New
$924K - $1.06M
11.9K $1.02M
Apr 27, 2022 Q1 2022
Horst & Graben Wealth Management LLC

BUY
 -
11.6K
New
$901K - $1.04M
11.6K $994K
May 10, 2022 Q1 2022
Steel Peak Wealth Management LLC

BUY
 -
11.5K
New
$889K - $1.02M
11.5K $981K

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