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 12, 2022 Q1 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
162
New
$12.5K - $14.5K
162 $14K
Apr 19, 2022 Q1 2022
Baystate Wealth Management LLC

BUY
 -
136
New
$10.5K - $12.1K
136 $11.7K
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
135
New
$10.5K - $12.1K
135 $11.6K
May 05, 2022 Q1 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
105
+ 0.29%
$8.13K - $9.38K
36.4K $3.13M
May 03, 2022 Q1 2022
Capital Investment Advisory Services, LLC

BUY
 -
88
+ 131.34%
$6.81K - $7.86K
155 $13.4K
May 17, 2022 Q1 2022
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
86
+ 1.65%
$6.66K - $7.68K
5.31K $458K
Apr 19, 2022 Q1 2022
Secure Asset Management, LLC

BUY
 -
83
+ 1.26%
$6.43K - $7.41K
6.65K $573K
Apr 20, 2022 Q1 2022
Concord Wealth Partners

BUY
 -
70
New
$5.42K - $6.25K
70 $6.03K
Jun 17, 2022 Q1 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
67
New
$5.19K - $5.98K
67 $5.77K
Apr 20, 2022 Q1 2022
Strategic Asset Management, LLC

BUY
 -
64
New
$4.96K - $5.71K
64 $5.51K
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

BUY
 -
55
New
$4.26K - $4.91K
55 $4.74K
May 11, 2022 Q1 2022
Tradition Wealth Management, LLC

BUY
 -
37
New
$2.87K - $3.3K
37 $3.19K
May 10, 2022 Q1 2022
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
35
+ 0.24%
$2.71K - $3.13K
14.5K $1.25M
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
33
+ 7.16%
$2.56K - $2.95K
494 $42.6K
May 10, 2022 Q1 2022
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
20
+ 0.97%
$1.55K - $1.79K
2.09K $180K
May 11, 2023 Q1 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
13
New
$1.01K - $1.16K
13 $1.12K
May 12, 2022 Q1 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
10
New
$774 - $893
10 $862
Apr 14, 2022 Q1 2022
Rosenberg Matthew Hamilton

BUY
 -
7
New
$542 - $625
7 $603
Apr 14, 2022 Q1 2022
Aurora Private Wealth, Inc.

BUY
 -
4
+ 0.16%
$310 - $357
2.57K $221K
Mar 28, 2023 Q1 2022
Prostatis Group LLC

Hanover, MD
BUY
 -
2
+ 0.05%
$155 - $179
3.8K $327K
May 16, 2022 Q1 2022
O'Rourke & Company, Inc

Boston, MA
BUY
 -
1
+ 0.02%
$77.4 - $89.3
6.04K $520K
May 16, 2022 Q1 2022
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-4
- 0.05%
$310 - $357
8.06K $695K
May 09, 2022 Q1 2022
Compass Financial Group, Inc.

SELL
 -
-9
- 0.03%
$697 - $804
32.1K $2.77M
Apr 12, 2022 Q1 2022
Calton & Associates, Inc.

SELL
 -
-16
- 0.45%
$1.24K - $1.43K
3.54K $305K
Oct 17, 2024 Q1 2022
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-17
- 8.25%
$1.32K - $1.52K
189 $16.3K
Apr 28, 2022 Q1 2022
Parallel Advisors, LLC

SELL
 -
-23
- 46.0%
$1.78K - $2.05K
27 $2.33K
May 03, 2022 Q1 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-46
- 1.2%
$3.56K - $4.11K
3.79K $327K
Apr 28, 2022 Q1 2022
Aquire Wealth Advisors, LLC

SELL
 -
-66
Closed
$5.11K - $5.89K
0 $0
May 12, 2022 Q1 2022
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-77
- 5.01%
$5.96K - $6.88K
1.46K $126K
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
SELL
 -
-106
- 3.06%
$8.21K - $9.46K
3.36K $290K
Apr 13, 2022 Q1 2022
Webster Bank, N. A.

SELL
 -
-121
- 4.09%
$9.37K - $10.8K
2.84K $245K
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-137
Closed
$10.6K - $12.2K
0 $0
May 02, 2022 Q1 2022
Simplex Trading, LLC

SELL
 -
-147
Closed
$11.4K - $13.1K
0 $0
May 12, 2022 Q1 2022
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-171
- 43.51%
$13.2K - $15.3K
222 $19.1K
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

SELL
 -
-186
- 93.47%
$14.4K - $16.6K
13 $1.12K
May 13, 2022 Q1 2022
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
SELL
 -
-186
- 10.32%
$14.4K - $16.6K
1.62K $139K
May 16, 2022 Q1 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-187
- 2.25%
$14.5K - $16.7K
8.12K $699K
May 13, 2022 Q1 2022
Industrial Alliance Investment Management Inc.

Quebec, A8
SELL
 -
-208
Closed
$16.1K - $18.6K
0 $0
Apr 26, 2022 Q1 2022
Newbridge Financial Services Group, Inc.

SELL
 -
-220
- 1.07%
$17K - $19.6K
20.3K $1.75M
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

SELL
 -
-257
- 20.56%
$19.9K - $22.9K
993 $85.6K
May 18, 2022 Q1 2022
Campbell Wealth Management

SELL
 -
-257
- 3.24%
$19.9K - $22.9K
7.67K $661K
Apr 11, 2022 Q1 2022
Dynamic Advisor Solutions LLC

SELL
 -
-267
- 3.58%
$20.7K - $23.8K
7.19K $620K
Apr 29, 2022 Q1 2022
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-278
- 1.01%
$21.5K - $24.8K
27.3K $2.35M
May 12, 2022 Q1 2022
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-318
- 0.21%
$24.6K - $28.4K
149K $12.8M
Apr 26, 2022 Q1 2022
Tap Consulting, LLC

SELL
 -
-344
Closed
$26.6K - $30.7K
0 $0
May 06, 2022 Q1 2022
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-379
- 4.29%
$29.3K - $33.8K
8.45K $728K
Apr 05, 2022 Q1 2022
Trust CO Of Vermont

SELL
 -
-417
Closed
$32.3K - $37.2K
0 $0
May 10, 2022 Q1 2022
Amg National Trust Bank

SELL
 -
-421
- 0.55%
$32.6K - $37.6K
75.6K $6.51M
Apr 29, 2022 Q1 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-428
- 0.8%
$33.1K - $38.2K
52.9K $4.56M

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