Purchases and Sales Made in Q2 2025 in Ishares Tr Convertible Bond Et (ICVT)
This table provides information about the institutional ownership of Ishares Tr Convertible Bond Et (ICVT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
116K+ 90.36% |
$9.19M - $10.5M
|
245K
$21.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
109KNew |
$8.62M - $9.83M
|
109K
$9.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.69K+ 121.97% |
$607K - $693K
|
14K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.65K+ 7.03% |
$288K - $329K
|
55.6K
$4.96M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.66KNew |
$210K - $240K
|
2.66K
$238K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
310+ 0.63% |
$24.5K - $27.9K
|
49.4K
$4.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
155+ 1.36% |
$12.2K - $14K
|
11.6K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
149+ 0.4% |
$11.8K - $13.4K
|
37.8K
$3.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
92+ 1.32% |
$7.27K - $8.29K
|
7.06K
$630K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18New |
$1.42K - $1.62K
|
18
$1.61K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
15+ 4.79% |
$1.18K - $1.35K
|
328
$29.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.44% |
$316 - $360
|
903
$80.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.02% |
$158 - $180
|
11.3K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-30- 11.45% |
$2.37K - $2.7K
|
232
$20.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-60- 1.46% |
$4.74K - $5.41K
|
4.06K
$362K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-88- 36.67% |
$6.95K - $7.93K
|
152
$13.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-347- 10.94% |
$27.4K - $31.3K
|
2.83K
$252K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-546- 7.38% |
$43.1K - $49.2K
|
6.85K
$612K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-629- 17.79% |
$49.7K - $56.7K
|
2.91K
$260K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-681- 19.17% |
$53.8K - $61.4K
|
2.87K
$256K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.15K- 18.59% |
$91.1K - $104K
|
5.05K
$451K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.16K- 21.12% |
$91.8K - $105K
|
4.34K
$387K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.86K- 17.56% |
$147K - $167K
|
8.71K
$778K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.86K- 4.27% |
$226K - $258K
|
64.1K
$5.72M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-4K- 9.9% |
$316K - $360K
|
36.4K
$3.25M
|