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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.48K+ 1.17% |
$123K - $132K
|
129K
$11.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.47K+ 14.93% |
$122K - $131K
|
11.3K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.46K+ 30.19% |
$121K - $130K
|
6.28K
$561K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.42K+ 8.31% |
$118K - $126K
|
18.4K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.38K+ 49.07% |
$115K - $123K
|
4.19K
$374K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.36KNew |
$113K - $122K
|
1.36K
$122K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.34K+ 96.41% |
$112K - $120K
|
2.73K
$244K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 28.38% |
$108K - $116K
|
5.89K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.27K+ 38.2% |
$106K - $114K
|
4.61K
$412K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.26K+ 31.14% |
$104K - $112K
|
5.29K
$472K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.2K+ 27.03% |
$99.4K - $107K
|
5.62K
$501K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.18K+ 0.72% |
$97.7K - $105K
|
165K
$14.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.11K+ 18.87% |
$92K - $98.7K
|
6.97K
$622K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.1K+ 27.02% |
$91.4K - $98.1K
|
5.17K
$461K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.06K+ 25.11% |
$88.2K - $94.6K
|
5.28K
$472K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.02K+ 14.06% |
$84.5K - $90.7K
|
8.24K
$736K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
957+ 10.78% |
$79.6K - $85.4K
|
9.84K
$878K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
857+ 1.81% |
$71.3K - $76.5K
|
48.1K
$4.3M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
781+ 11.59% |
$65K - $69.7K
|
7.52K
$672K
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
781+ 4.26% |
$65K - $69.7K
|
19.1K
$1.7M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
768+ 8.77% |
$63.9K - $68.6K
|
9.52K
$850K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
706+ 0.21% |
$58.7K - $63K
|
339K
$30.2M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
679+ 16.08% |
$56.5K - $60.6K
|
4.9K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
655+ 7.48% |
$54.5K - $58.5K
|
9.41K
$840K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
649+ 13.37% |
$54K - $57.9K
|
5.5K
$491K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
629+ 537.61% |
$52.3K - $56.2K
|
746
$66.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
617+ 17.62% |
$51.3K - $55.1K
|
4.12K
$368K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
594+ 24.69% |
$49.4K - $53K
|
3K
$268K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
577+ 10.26% |
$48K - $51.5K
|
6.2K
$554K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
575+ 5.94% |
$47.8K - $51.3K
|
10.3K
$915K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
570+ 191.28% |
$47.4K - $50.9K
|
868
$77.5K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
550+ 9.78% |
$45.7K - $49.1K
|
6.17K
$551K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
497New |
$41.3K - $44.4K
|
497
$44.4K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
480+ 16.1% |
$39.9K - $42.8K
|
3.46K
$309K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
461New |
$38.3K - $41.2K
|
461
$41.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
448+ 14.43% |
$37.3K - $40K
|
3.55K
$317K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
447+ 9.11% |
$37.2K - $39.9K
|
5.35K
$478K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
442+ 6.5% |
$36.8K - $39.5K
|
7.24K
$647K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
442+ 1.8% |
$36.8K - $39.5K
|
25K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
435+ 4.2% |
$36.2K - $38.8K
|
10.8K
$964K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
406+ 5.28% |
$33.8K - $36.2K
|
8.1K
$723K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
385+ 0.76% |
$32K - $34.4K
|
51.3K
$4.58M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
377+ 4.01% |
$31.4K - $33.7K
|
9.77K
$873K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
363+ 7.03% |
$30.2K - $32.4K
|
5.53K
$494K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
361+ 5.45% |
$30K - $32.2K
|
6.99K
$624K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
357+ 11.27% |
$29.7K - $31.9K
|
3.52K
$315K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
352New |
$29.3K - $31.4K
|
352
$31.4K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
351+ 6.76% |
$29.2K - $31.3K
|
5.54K
$495K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
346New |
$28.8K - $30.9K
|
346
$30.9K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
301+ 3.22% |
$25K - $26.9K
|
9.66K
$862K
|