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 16, 2022 Q1 2022
Guggenheim Capital LLC

Chicago, IL
BUY
 -
10.5K
New
$816K - $941K
10.5K $908K
Jul 17, 2024 Q1 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
10.4K
+ 4101.57%
$807K - $930K
10.7K $920K
May 13, 2022 Q1 2022
Alliancebernstein L.P.

New York, NY
BUY
 -
9.76K
+ 1.8%
$756K - $872K
553K $47.7M
Apr 29, 2022 Q1 2022
Gries Financial LLC

Cleveland, OH
BUY
 -
9.59K
New
$743K - $856K
9.59K $826K
May 13, 2022 Q1 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
9.49K
New
$735K - $847K
9.49K $818K
Apr 28, 2022 Q1 2022
Comerica Securities,Inc.

BUY
 -
9.32K
New
$722K - $832K
9.32K $803K
Aug 19, 2022 Q1 2022
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
8.74K
New
$677K - $781K
8.74K $753K
May 05, 2022 Q1 2022
Osborne Partners Capital Management, LLC

BUY
 -
8.38K
+ 8.23%
$649K - $748K
110K $9.5M
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
7.71K
+ 5352.78%
$597K - $688K
7.85K $677K
May 16, 2022 Q1 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
7.56K
New
$585K - $675K
7.56K $651K
May 13, 2022 Q1 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
6.95K
New
$538K - $621K
6.95K $599K
May 12, 2022 Q1 2022
Integrated Wealth Concepts LLC

BUY
 -
6.51K
+ 73.51%
$504K - $581K
15.4K $1.32M
Apr 12, 2022 Q1 2022
Brookstone Capital Management

BUY
 -
6.36K
New
$493K - $568K
6.36K $548K
May 16, 2022 Q1 2022
Stokes Family Office, LLC

BUY
 -
6.32K
New
$490K - $565K
6.32K $545K
May 16, 2022 Q1 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
6.3K
New
$488K - $563K
6.3K $543K
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
5.99K
New
$464K - $535K
5.99K $516K
May 02, 2022 Q1 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
5.98K
+ 119500.0%
$463K - $534K
5.98K $515K
May 02, 2022 Q1 2022
Advisory Alpha, LLC

BUY
 -
5.86K
New
$454K - $523K
5.86K $505K
Apr 27, 2022 Q1 2022
Pettinga Financial Advisors, LLC

BUY
 -
5.49K
New
$425K - $490K
5.49K $473K
May 04, 2022 Q1 2022
One Advisory Partners, LLC

BUY
 -
4.93K
New
$382K - $440K
4.93K $425K
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
4.9K
+ 129.05%
$380K - $438K
8.7K $750K
May 16, 2022 Q1 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
4.75K
New
$367K - $424K
4.75K $409K
May 20, 2022 Q1 2022
Van Hulzen Asset Management, LLC

BUY
 -
4.67K
New
$362K - $417K
4.67K $402K
May 09, 2022 Q1 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
4.64K
New
$359K - $414K
4.64K $399K
May 09, 2022 Q1 2022
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
4.62K
New
$357K - $412K
4.62K $398K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
4.6K
New
$357K - $411K
4.6K $397K
May 16, 2022 Q1 2022
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
4.19K
+ 137.15%
$325K - $374K
7.25K $625K
Apr 20, 2022 Q1 2022
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
4.15K
+ 17.23%
$321K - $370K
28.2K $2.43M
May 06, 2022 Q1 2022
Retireful, LLC

BUY
 -
4.1K
New
$317K - $366K
4.1K $353K
Mar 11, 2024 Q1 2022
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
4.08K
New
$316K - $364K
4.08K $351K
Apr 18, 2022 Q1 2022
Spire Wealth Management

BUY
 -
4.03K
+ 216.15%
$312K - $360K
5.89K $508K
May 03, 2022 Q1 2022
Future Financial Wealth Managment LLC

BUY
 -
3.82K
+ 22.47%
$296K - $341K
20.8K $1.8M
May 16, 2022 Q1 2022
High Falls Advisors, Inc

Rochester, NY
BUY
 -
3.8K
New
$294K - $339K
3.8K $327K
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
3.68K
+ 16.72%
$285K - $328K
25.7K $2.21M
May 10, 2022 Q1 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
3.67K
New
$284K - $328K
3.67K $316K
May 04, 2022 Q1 2022
Windsor Capital Management, LLC

BUY
 -
3.6K
New
$279K - $322K
3.6K $310K
May 02, 2022 Q1 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
3.55K
New
$275K - $317K
3.55K $306K
May 16, 2022 Q1 2022
Two Sigma Securities, LLC

New York, NY
BUY
 -
3.46K
New
$268K - $309K
3.46K $298K
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
3.42K
New
$265K - $305K
3.42K $295K
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
3.39K
+ 50.8%
$263K - $303K
10.1K $867K
May 12, 2022 Q1 2022
Nwam LLC

Mercer Island, WA
BUY
 -
3.33K
New
$257K - $297K
3.33K $287K
Apr 18, 2022 Q1 2022
Aletheian Wealth Advisors LLC

BUY
 -
3.29K
New
$255K - $294K
3.29K $284K
May 03, 2022 Q1 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
3.16K
+ 7.99%
$244K - $282K
42.6K $3.67M
May 09, 2022 Q1 2022
True Private Wealth Advisors

BUY
 -
3.09K
New
$240K - $276K
3.09K $267K
Apr 22, 2022 Q1 2022
Truist Financial Corp

BUY
 -
3.08K
+ 7.0%
$238K - $275K
47K $4.05M
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
3.06K
New
$237K - $273K
3.06K $264K
May 05, 2022 Q1 2022
West Wealth Group, LLC

BUY
 -
2.98K
New
$231K - $266K
2.98K $257K
Apr 25, 2022 Q1 2022
Tnf LLC

BUY
 -
2.93K
New
$227K - $262K
2.93K $252K
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
2.77K
+ 4.7%
$214K - $247K
61.6K $5.31M

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