Purchases and Sales Made in Q2 2023 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 2023. 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
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
375K
+ 247019.08%
$26.5M - $28.7M
376K $32.1M
Feb 05, 2024 Q2 2023
Provida Pension Fund Administrator

Santiago, F3
BUY
 -
250K
New
$17.7M - $19.1M
250K $21.4M
Feb 07, 2024 Q2 2023
Provida Pension Fund Administrator

Santiago, F3
BUY
 -
250K
New
$17.7M - $19.1M
250K $21.4M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
172K
+ 87.32%
$12.2M - $13.2M
369K $31.6M
Aug 04, 2023 Q2 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
164K
+ 74.23%
$11.6M - $12.5M
385K $32.9M
Aug 02, 2023 Q2 2023
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
115K
New
$8.13M - $8.79M
115K $9.83M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
104K
+ 14.45%
$7.37M - $7.97M
827K $70.7M
Jul 13, 2023 Q2 2023
Systelligence, LLC

BUY
 -
59K
New
$4.16M - $4.5M
59K $5.04M
Jul 21, 2023 Q2 2023
Friedenthal Financial

BUY
 -
51.7K
New
$3.65M - $3.95M
51.7K $4.42M
Jul 28, 2023 Q2 2023
Q3 Asset Management

BUY
 -
47K
New
$3.32M - $3.59M
47K $4.02M
Aug 11, 2023 Q2 2023
True Private Wealth Advisors

BUY
 -
31.4K
New
$2.22M - $2.4M
31.4K $2.68M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
24.1K
New
$1.7M - $1.84M
24.1K $2.06M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
22.8K
+ 39.94%
$1.61M - $1.74M
79.8K $6.82M
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
22.6K
+ 6.48%
$1.6M - $1.73M
372K $31.8M
Aug 14, 2023 Q2 2023
Dark Forest Capital Management LP

Weston, CT
BUY
 -
21K
+ 93.03%
$1.48M - $1.6M
43.6K $3.72M
Aug 11, 2023 Q2 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
20.5K
+ 43.5%
$1.45M - $1.57M
67.7K $5.78M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
20.3K
New
$1.43M - $1.55M
20.3K $1.73M
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
20K
New
$1.42M - $1.53M
20K $1.71M
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
19.7K
+ 21.37%
$1.39M - $1.5M
112K $9.55M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
18.4K
+ 207.37%
$1.3M - $1.41M
27.3K $2.33M
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
16.9K
New
$1.19M - $1.29M
16.9K $1.44M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
16.7K
New
$1.18M - $1.27M
16.7K $1.42M
Aug 03, 2023 Q2 2023
Alpha Star Capital Management, LLC

BUY
 -
12.1K
New
$854K - $924K
12.1K $1.03M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
8.87K
+ 79.43%
$626K - $677K
20K $1.71M
Jul 20, 2023 Q2 2023
Osborne Partners Capital Management, LLC

BUY
 -
7.33K
+ 6.15%
$517K - $559K
126K $10.8M
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
7.05K
+ 196.87%
$498K - $538K
10.6K $909K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
6.7K
+ 14.54%
$473K - $511K
52.8K $4.51M
Jan 12, 2024 Q2 2023
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
6.56K
+ 18.88%
$463K - $501K
41.3K $3.53M
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
6.54K
+ 2.84%
$462K - $500K
237K $20.3M
Aug 02, 2023 Q2 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
6.11K
+ 5.21%
$431K - $466K
123K $10.5M
Jul 13, 2023 Q2 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
5.66K
+ 74.04%
$400K - $432K
13.3K $1.14M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
5.57K
+ 10.37%
$393K - $425K
59.3K $5.06M
Aug 14, 2023 Q2 2023
Adams Wealth Management

BUY
 -
5.04K
+ 4.48%
$356K - $385K
117K $10M
Aug 03, 2023 Q2 2023
Destiny Capital Corp/Co

Golden, CO
BUY
 -
4.56K
New
$322K - $348K
4.56K $390K
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
4.5K
+ 185.57%
$318K - $344K
6.93K $592K
Jul 28, 2023 Q2 2023
Lion Street Advisors, LLC

BUY
 -
3.59K
New
$253K - $274K
3.59K $306K
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
3.52K
+ 30.26%
$249K - $269K
15.2K $1.3M
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
3.2K
New
$226K - $244K
3.2K $273K
Aug 03, 2023 Q2 2023
Scotia Capital Inc.

BUY
 -
3.03K
New
$214K - $232K
3.03K $259K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
3.03K
New
$214K - $231K
3.03K $259K
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

BUY
 -
2.81K
New
$198K - $215K
2.81K $240K
Jul 31, 2023 Q2 2023
Sierra Capital LLC

BUY
 -
2.75K
New
$194K - $210K
2.75K $235K
Aug 08, 2023 Q2 2023
Econ Financial Services Corp

BUY
 -
2.67K
+ 7.35%
$188K - $204K
39K $3.33M
Aug 11, 2023 Q2 2023
Palogic Value Management, L.P.

Dallas, TX
BUY
 -
2.62K
+ 41.37%
$185K - $200K
8.96K $765K
Aug 14, 2023 Q2 2023
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
BUY
 -
2.5K
+ 156.25%
$177K - $191K
4.1K $350K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
2.24K
+ 5.74%
$158K - $171K
41.2K $3.52M
Aug 03, 2023 Q2 2023
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
2.15K
+ 4.65%
$151K - $164K
48.3K $4.13M
Aug 23, 2023 Q2 2023
Dunhill Financial, LLC

London, X0
BUY
 -
2.1K
New
$148K - $160K
2.1K $179K
Aug 14, 2023 Q2 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
1.93K
+ 33.28%
$136K - $147K
7.72K $659K

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