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 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
12New |
$998 - $1.07K
|
12
$1.07K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9+ 0.13% |
$749 - $803
|
7.13K
$637K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8+ 3.57% |
$665 - $714
|
232
$20.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
5+ 1.11% |
$416 - $446
|
457
$40.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.22% |
$166 - $179
|
899
$80.3K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.2% |
$83.2 - $89.3
|
509
$45.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.02% |
$83.2 - $89.3
|
4.4K
$392K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 0.91% |
$166 - $179
|
218
$19.5K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-4- 2.38% |
$333 - $357
|
164
$14.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-6- 24.0% |
$499 - $536
|
19
$1.7K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11- 0.42% |
$915 - $982
|
2.58K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-15- 0.35% |
$1.25K - $1.34K
|
4.28K
$382K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-17- 0.2% |
$1.41K - $1.52K
|
8.33K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-25- 20.33% |
$2.08K - $2.23K
|
98
$8.75K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-29- 0.9% |
$2.41K - $2.59K
|
3.21K
$286K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-37- 17.54% |
$3.08K - $3.3K
|
174
$15.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-37- 19.58% |
$3.08K - $3.3K
|
152
$13.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-41- 5.73% |
$3.41K - $3.66K
|
674
$60.2K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-41- 0.93% |
$3.41K - $3.66K
|
4.39K
$392K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-67- 1.18% |
$5.57K - $5.98K
|
5.62K
$502K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-74- 7.92% |
$6.16K - $6.61K
|
860
$76.8K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-74- 1.8% |
$6.16K - $6.61K
|
4.04K
$360K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-77- 2.56% |
$6.4K - $6.87K
|
2.93K
$262K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-84- 1.83% |
$6.99K - $7.5K
|
4.51K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-90- 2.56% |
$7.49K - $8.03K
|
3.43K
$306K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-93- 2.03% |
$7.74K - $8.3K
|
4.49K
$401K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-103- 74.1% |
$8.57K - $9.19K
|
36
$3.21K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-106- 1.86% |
$8.82K - $9.46K
|
5.59K
$499K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-108- 0.95% |
$8.98K - $9.64K
|
11.3K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-120- 0.98% |
$9.98K - $10.7K
|
12.1K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-137- 1.98% |
$11.4K - $12.2K
|
6.79K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-146- 5.42% |
$12.1K - $13K
|
2.55K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-159- 12.43% |
$13.2K - $14.2K
|
1.12K
$100K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-161- 7.28% |
$13.4K - $14.4K
|
2.05K
$183K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-168- 0.69% |
$14K - $15K
|
24.2K
$2.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-170- 13.32% |
$14.1K - $15.2K
|
1.11K
$98.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-171- 3.01% |
$14.2K - $15.3K
|
5.5K
$491K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-186- 3.62% |
$15.5K - $16.6K
|
4.95K
$442K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-198- 1.1% |
$16.5K - $17.7K
|
17.7K
$1.58M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-200- 65.57% |
$16.6K - $17.9K
|
105
$9.38K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-201- 6.36% |
$16.7K - $17.9K
|
2.96K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-207- 6.09% |
$17.2K - $18.5K
|
3.19K
$285K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-216- 1.02% |
$18K - $19.3K
|
21.1K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-220- 1.9% |
$18.3K - $19.6K
|
11.4K
$1.01M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-223- 90.65% |
$18.5K - $19.9K
|
23
$2.05K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-246- 8.31% |
$20.5K - $22K
|
2.71K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-289- 9.39% |
$24K - $25.8K
|
2.79K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-313- 5.97% |
$26K - $27.9K
|
4.93K
$440K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-315- 5.78% |
$26.2K - $28.1K
|
5.14K
$459K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-360- 10.19% |
$29.9K - $32.1K
|
3.17K
$283K
|