Purchases and Sales Made in Q2 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 Q2 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
Aug 15, 2022 Q2 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
91
New
$6.2K - $7.7K
91 $7.78K
Aug 04, 2022 Q2 2022
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
90
New
$6.13K - $7.61K
90 $7.69K
Jul 22, 2022 Q2 2022
Urban Wealth Management, LLC

BUY
 -
85
New
$5.79K - $7.19K
85 $7.26K
Aug 11, 2022 Q2 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
83
+ 0.3%
$5.65K - $7.02K
27.4K $2.34M
Jul 19, 2022 Q2 2022
Sym Financial Corp

BUY
 -
68
New
$4.63K - $5.75K
68 $5.81K
Jul 18, 2022 Q2 2022
Harbor Investment Advisory, LLC

BUY
 -
62
+ 2.82%
$4.22K - $5.25K
2.26K $193K
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
47
New
$3.2K - $3.98K
47 $4.02K
Aug 08, 2022 Q2 2022
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
40
+ 0.75%
$2.72K - $3.38K
5.35K $457K
Aug 09, 2022 Q2 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
40
+ 1.19%
$2.72K - $3.38K
3.39K $290K
Aug 02, 2022 Q2 2022
Plante Moran Financial Advisors, LLC

BUY
 -
38
New
$2.59K - $3.22K
38 $3.25K
May 11, 2023 Q2 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
27
New
$1.84K - $2.28K
27 $2.31K
Jul 07, 2022 Q2 2022
Massmutual Trust CO Fsb

BUY
 -
27
New
$1.84K - $2.28K
27 $2.31K
Oct 13, 2022 Q2 2022
Axim Planning & Wealth

Dayton, OH
BUY
 -
23
New
$1.57K - $1.95K
23 $1.97K
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
19
+ 14.07%
$1.29K - $1.61K
154 $13.2K
Jul 11, 2022 Q2 2022
Gradient Investments LLC

BUY
 -
11
+ 10.09%
$749 - $931
120 $10.3K
Aug 15, 2022 Q2 2022
Alliancebernstein L.P.

New York, NY
BUY
 -
9
+ 0.0%
$613 - $761
553K $47.3M
Aug 01, 2022 Q2 2022
Investors Asset Management Of Georgia Inc

BUY
 -
6
New
$408 - $508
6 $513
Aug 15, 2022 Q2 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
2
+ 0.14%
$136 - $169
1.46K $125K
Aug 10, 2022 Q2 2022
Level Financial Advisors, Inc.

BUY
 -
1
New
$68.1 - $84.6
1 $85.4
Aug 16, 2022 Q2 2022
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
1
+ 0.06%
$68.1 - $84.6
1.62K $138K
Aug 01, 2022 Q2 2022
Pflug Koory, LLC

BUY
 -
1
+ 0.02%
$68.1 - $84.6
5.75K $491K
Jul 14, 2022 Q2 2022
Strategic Asset Management, LLC

SELL
 -
-12
- 18.75%
$817 - $1.02K
52 $4.44K
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

SELL
 -
-13
Closed
$885 - $1.1K
0 $0
Aug 02, 2022 Q2 2022
Tradition Wealth Management, LLC

SELL
 -
-37
Closed
$2.52K - $3.13K
0 $0
Jul 25, 2022 Q2 2022
Hohimer Wealth Management, LLC

SELL
 -
-41
- 0.08%
$2.79K - $3.47K
51.9K $4.43M
Aug 08, 2022 Q2 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-41
- 1.08%
$2.79K - $3.47K
3.75K $321K
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
SELL
 -
-42
- 1.25%
$2.86K - $3.55K
3.32K $284K
Jul 12, 2022 Q2 2022
Global Trust Asset Management, LLC

SELL
 -
-111
Closed
$7.56K - $9.39K
0 $0
Jul 19, 2022 Q2 2022
Ridgewood Investments LLC

SELL
 -
-125
- 3.1%
$8.51K - $10.6K
3.91K $334K
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

SELL
 -
-139
- 1.93%
$9.46K - $11.8K
7.05K $603K
Aug 15, 2022 Q2 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-151
Closed
$10.3K - $12.8K
0 $0
Jul 22, 2022 Q2 2022
Element Wealth, LLC

SELL
 -
-219
Closed
$14.9K - $18.5K
0 $0
Jul 12, 2022 Q2 2022
Webster Bank, N. A.

SELL
 -
-219
- 7.71%
$14.9K - $18.5K
2.62K $224K
Aug 11, 2022 Q2 2022
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-222
Closed
$15.1K - $18.8K
0 $0
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-270
- 97.47%
$18.4K - $22.8K
7 $598
Aug 09, 2022 Q2 2022
Huntington National Bank

Columbus, OH
SELL
 -
-295
- 22.59%
$20.1K - $25K
1.01K $86.4K
Jan 12, 2024 Q2 2022
Comprehensive Wealth Management, LLC

Lynnwood, WA
SELL
 -
-469
- 2.67%
$31.9K - $39.7K
17.1K $1.46M
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-595
- 4.13%
$40.5K - $50.3K
13.8K $1.18M
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

SELL
 -
-691
- 57.92%
$47K - $58.5K
502 $42.9K
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-763
- 8.61%
$51.9K - $64.6K
8.1K $692K
Aug 11, 2022 Q2 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-800
Closed
$54.5K - $67.7K
0 $0
Jul 11, 2022 Q2 2022
Stewardship Advisors, LLC

SELL
 -
-868
- 1.07%
$59.1K - $73.4K
80.5K $6.88M
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

SELL
 -
-1.02K
- 12.67%
$69.5K - $86.4K
7.04K $601K
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-1.14K
Closed
$77.3K - $96K
0 $0
Jul 27, 2022 Q2 2022
J.W. Cole Advisors, Inc.

SELL
 -
-1.26K
- 12.59%
$86.1K - $107K
8.78K $750K
Aug 01, 2022 Q2 2022
Osborne Partners Capital Management, LLC

SELL
 -
-1.3K
- 1.18%
$88.6K - $110K
109K $9.31M
Aug 08, 2022 Q2 2022
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-1.58K
- 18.72%
$108K - $134K
6.87K $587K
Jul 12, 2022 Q2 2022
Baldrige Asset Management LLC

SELL
 -
-2.19K
- 10.17%
$149K - $185K
19.4K $1.66M
Aug 03, 2022 Q2 2022
Stephens Inc

SELL
 -
-2.42K
Closed
$165K - $205K
0 $0

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