Purchases and Sales Made in Q3 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 Q3 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
Oct 07, 2022 Q3 2022
Worth Asset Management, LLC

BUY
 -
493
New
$33.8K - $37.7K
493 $42.1K
Oct 17, 2022 Q3 2022
Independent Wealth Network Inc.

BUY
 -
456
+ 10.65%
$31.3K - $34.9K
4.74K $405K
Nov 14, 2022 Q3 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
450
+ 7.71%
$30.9K - $34.4K
6.29K $537K
Nov 14, 2022 Q3 2022
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
449
+ 6.54%
$30.8K - $34.4K
7.32K $625K
Nov 03, 2022 Q3 2022
Windsor Capital Management, LLC

BUY
 -
423
+ 7.72%
$29K - $32.4K
5.9K $504K
Nov 10, 2022 Q3 2022
Citigroup Inc

BUY
 -
423
+ 37.27%
$29K - $32.4K
1.56K $133K
Nov 14, 2022 Q3 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
415
+ 1.52%
$28.5K - $31.8K
27.8K $2.38M
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

BUY
 -
350
+ 3.99%
$24K - $26.8K
9.11K $779K
Nov 23, 2022 Q3 2022
Invst, LLC

Indianapolis, IN
BUY
 -
311
+ 2.29%
$21.3K - $23.8K
13.9K $1.19M
Nov 08, 2022 Q3 2022
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
240
+ 7.97%
$16.5K - $18.4K
3.25K $278K
Oct 28, 2022 Q3 2022
Keystone Financial Services

BUY
 -
205
+ 1.23%
$14.1K - $15.7K
16.8K $1.44M
Nov 14, 2022 Q3 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
174
New
$11.9K - $13.3K
174 $14.9K
Oct 21, 2022 Q3 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
170
New
$11.7K - $13K
170 $14.5K
Oct 13, 2022 Q3 2022
Ridgewood Investments LLC

BUY
 -
126
+ 3.22%
$8.65K - $9.65K
4.04K $345K
Nov 14, 2022 Q3 2022
Karlinski Andrew C

Irvine, CA
BUY
 -
124
New
$8.51K - $9.49K
124 $10.6K
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
117
New
$8.03K - $8.96K
117 $10K
Nov 08, 2022 Q3 2022
Van Hulzen Asset Management, LLC

BUY
 -
84
+ 0.56%
$5.77K - $6.43K
15.2K $1.3M
Nov 04, 2022 Q3 2022
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
81
+ 1.93%
$5.56K - $6.2K
4.27K $365K
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
48
+ 24.74%
$3.29K - $3.67K
242 $20.7K
Oct 28, 2022 Q3 2022
Key F Inancial Inc

BUY
 -
48
+ 0.22%
$3.29K - $3.67K
21.5K $1.84M
Nov 14, 2022 Q3 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
31
New
$2.13K - $2.37K
31 $2.65K
Oct 12, 2022 Q3 2022
Accel Wealth Management

BUY
 -
18
New
$1.24K - $1.38K
18 $1.54K
Nov 04, 2022 Q3 2022
Sierra Capital LLC

BUY
 -
14
+ 0.52%
$961 - $1.07K
2.71K $232K
Oct 18, 2022 Q3 2022
Mascoma Wealth Management LLC

BUY
 -
12
New
$824 - $919
12 $1.03K
Nov 02, 2022 Q3 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
10
New
$686 - $766
10 $854
Nov 10, 2022 Q3 2022
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
1
+ 0.54%
$68.6 - $76.6
186 $15.9K
Nov 01, 2022 Q3 2022
Harbor Investment Advisory, LLC

SELL
 -
-8
- 0.35%
$549 - $612
2.25K $193K
Oct 14, 2022 Q3 2022
Gradient Investments LLC

SELL
 -
-11
- 9.17%
$755 - $842
109 $9.31K
May 11, 2023 Q3 2022
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-15
- 55.56%
$1.03K - $1.15K
12 $1.03K
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

SELL
 -
-24
- 0.34%
$1.65K - $1.84K
7.03K $601K
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-32
- 1.63%
$2.2K - $2.45K
1.93K $165K
Oct 12, 2022 Q3 2022
Aurora Private Wealth, Inc.

SELL
 -
-35
- 1.17%
$2.4K - $2.68K
2.96K $253K
Oct 05, 2022 Q3 2022
Beacon Capital Management, LLC

SELL
 -
-37
- 15.29%
$2.54K - $2.83K
205 $17.5K
Oct 21, 2022 Q3 2022
Whittier Trust CO

SELL
 -
-45
- 16.67%
$3.09K - $3.44K
225 $19.2K
Nov 14, 2022 Q3 2022
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-62
- 0.04%
$4.26K - $4.75K
149K $12.7M
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

SELL
 -
-65
- 26.0%
$4.46K - $4.98K
185 $15.8K
Oct 13, 2022 Q3 2022
Fsc Wealth Advisors, LLC

SELL
 -
-66
- 33.17%
$4.53K - $5.05K
133 $11.4K
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
SELL
 -
-79
- 2.38%
$5.42K - $6.05K
3.24K $277K
Nov 08, 2022 Q3 2022
Mach 1 Financial Group, LLC

Bentonville, AR
SELL
 -
-90
Closed
$6.18K - $6.89K
0 $0
Nov 08, 2022 Q3 2022
Advisors Asset Management, Inc.

Monument, CO
SELL
 -
-101
- 1.89%
$6.93K - $7.73K
5.25K $449K
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

SELL
 -
-127
- 0.25%
$8.72K - $9.72K
51K $4.36M
Nov 14, 2022 Q3 2022
Crewe Advisors LLC

SELL
 -
-139
- 19.83%
$9.54K - $10.6K
562 $48K
Oct 31, 2022 Q3 2022
Financial Connections Group, Inc.

SELL
 -
-139
- 9.55%
$9.54K - $10.6K
1.32K $112K
Nov 14, 2022 Q3 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-141
- 6.15%
$9.68K - $10.8K
2.15K $184K
Oct 17, 2022 Q3 2022
Private Trust CO Na

SELL
 -
-171
- 14.93%
$11.7K - $13.1K
974 $83.2K
Oct 18, 2022 Q3 2022
Firethorn Wealth Partners, LLC

SELL
 -
-188
- 3.18%
$12.9K - $14.4K
5.72K $488K
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

SELL
 -
-190
- 26.69%
$13K - $14.5K
522 $44.6K
Oct 31, 2022 Q3 2022
Calton & Associates, Inc.

SELL
 -
-195
- 4.06%
$13.4K - $14.9K
4.61K $394K
Nov 03, 2022 Q3 2022
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-196
- 5.78%
$13.5K - $15K
3.19K $273K

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