Purchases and Sales Made in Q1 2025 in Ishares Tr Convertible Bond Et (ICVT)
This table provides information about the institutional ownership of Ishares Tr Convertible Bond Et (ICVT) during Q1 2025. 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 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.18KNew |
$431K - $463K
|
5.18K
$463K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.05K+ 8.09% |
$420K - $451K
|
67.5K
$6.03M
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
4.89KNew |
$407K - $437K
|
4.89K
$437K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
4.85K+ 3.43% |
$403K - $433K
|
146K
$13.1M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4.55K+ 1.45% |
$379K - $407K
|
319K
$28.5M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.54K+ 43.04% |
$378K - $405K
|
15.1K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
4.49KNew |
$374K - $401K
|
4.49K
$401K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
4.34KNew |
$361K - $387K
|
4.34K
$388K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
4.02KNew |
$334K - $358K
|
4.02K
$358K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.83K+ 13.96% |
$319K - $342K
|
31.3K
$2.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3.8K+ 62.31% |
$316K - $340K
|
9.91K
$885K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.77KNew |
$314K - $337K
|
3.77K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.75K+ 26.12% |
$312K - $335K
|
18.1K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.61K+ 81.82% |
$300K - $322K
|
8.01K
$715K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.6K+ 1.62% |
$299K - $321K
|
226K
$20.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.54KNew |
$294K - $316K
|
3.54K
$316K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.53K+ 127.54% |
$294K - $315K
|
6.31K
$563K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.49K+ 6.04% |
$290K - $312K
|
61.3K
$5.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.46KNew |
$287K - $308K
|
3.46K
$308K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.44KNew |
$286K - $307K
|
3.44K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.25KNew |
$270K - $290K
|
3.25K
$290K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.23K+ 12.78% |
$269K - $289K
|
28.5K
$2.55M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.06KNew |
$255K - $273K
|
3.06K
$273K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.05K+ 28.22% |
$254K - $273K
|
13.9K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.03KNew |
$252K - $270K
|
3.03K
$271K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.93KNew |
$244K - $262K
|
2.93K
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.91K+ 4.73% |
$242K - $260K
|
64.4K
$5.75M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.87K+ 57.22% |
$239K - $256K
|
7.89K
$705K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
2.83K+ 87.85% |
$236K - $253K
|
6.06K
$541K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.81K+ 19.89% |
$234K - $251K
|
16.9K
$1.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.8K+ 25.5% |
$233K - $250K
|
13.8K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.71K+ 0.29% |
$225K - $242K
|
948K
$84.7M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.67KNew |
$222K - $238K
|
2.67K
$238K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.65K+ 15.55% |
$220K - $236K
|
19.7K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.65KNew |
$220K - $236K
|
2.65K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.6K+ 4.67% |
$216K - $232K
|
58.2K
$5.2M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.47K+ 9.81% |
$205K - $220K
|
27.6K
$2.46M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.44KNew |
$203K - $218K
|
2.44K
$218K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.33K+ 1.29% |
$194K - $208K
|
183K
$16.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.23K+ 14.47% |
$185K - $199K
|
17.6K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.19K+ 24.46% |
$182K - $195K
|
11.1K
$993K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.02K+ 1.53% |
$168K - $180K
|
134K
$12M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.86K+ 1.56% |
$155K - $166K
|
121K
$10.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.82K+ 2.33% |
$152K - $163K
|
80.1K
$7.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.77K+ 4.08% |
$148K - $158K
|
45.2K
$4.04M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.77K+ 24.19% |
$148K - $158K
|
9.11K
$813K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.74K+ 24.94% |
$145K - $156K
|
8.74K
$780K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.73K+ 151.62% |
$144K - $154K
|
2.87K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1.69K+ 18.43% |
$140K - $151K
|
10.8K
$967K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.64K+ 29.79% |
$137K - $147K
|
7.16K
$639K
|