Purchases and Sales Made in Q4 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 Q4 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
Feb 15, 2023 Q4 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
83
New
$5.69K - $5.98K
83 $7.09K
Jan 25, 2023 Q4 2022
Bay Harbor Wealth Management, LLC

BUY
 -
72
+ 0.42%
$4.93K - $5.19K
17.2K $1.47M
Jan 13, 2023 Q4 2022
Focused Wealth Management, Inc

BUY
 -
70
New
$4.8K - $5.04K
70 $5.98K
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
70
New
$4.8K - $5.04K
70 $5.98K
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
67
+ 12.84%
$4.59K - $4.83K
589 $50.3K
Feb 15, 2023 Q4 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
65
+ 5.37%
$4.45K - $4.68K
1.28K $109K
Jan 06, 2023 Q4 2022
Massmutual Trust CO Fsb

BUY
 -
55
New
$3.77K - $3.96K
55 $4.7K
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

BUY
 -
50
+ 4.71%
$3.43K - $3.6K
1.11K $94.9K
Sep 06, 2024 Q4 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
42
+ 0.75%
$2.88K - $3.03K
5.61K $479K
Jan 25, 2023 Q4 2022
Independent Wealth Network Inc.

BUY
 -
40
+ 0.84%
$2.74K - $2.88K
4.78K $408K
Jan 17, 2023 Q4 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
32
New
$2.19K - $2.31K
32 $2.73K
Jan 18, 2023 Q4 2022
Family Asset Management, LLC

Charleston, SC
BUY
 -
30
New
$2.06K - $2.16K
30 $2.56K
Jan 13, 2023 Q4 2022
Aurora Private Wealth, Inc.

BUY
 -
27
+ 0.91%
$1.85K - $1.95K
2.99K $255K
Feb 06, 2023 Q4 2022
Avidian Wealth Solutions, LLC

BUY
 -
27
+ 0.47%
$1.85K - $1.95K
5.82K $497K
Feb 08, 2023 Q4 2022
Sierra Capital LLC

BUY
 -
24
+ 0.88%
$1.64K - $1.73K
2.74K $234K
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

BUY
 -
20
+ 9.76%
$1.37K - $1.44K
225 $19.2K
Feb 07, 2023 Q4 2022
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
19
New
$1.3K - $1.37K
19 $1.62K
Jan 24, 2023 Q4 2022
Centerpoint Advisors, LLC

BUY
 -
16
New
$1.1K - $1.15K
16 $1.37K
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

BUY
 -
15
+ 1.44%
$1.03K - $1.08K
1.06K $90.3K
Jan 19, 2023 Q4 2022
Stratos Wealth Advisors, LLC

BUY
 -
13
+ 0.31%
$891 - $937
4.22K $360K
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
6
New
$411 - $432
6 $513
Feb 07, 2023 Q4 2022
Riverpoint Wealth Management Holdings, LLC

BUY
 -
6
New
$411 - $432
6 $513
Feb 14, 2023 Q4 2022
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
5
New
$343 - $360
5 $427
Jan 12, 2023 Q4 2022
Valley National Advisers Inc

BUY
 -
3
New
$206 - $216
3 $256
Feb 03, 2023 Q4 2022
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
3
+ 0.22%
$206 - $216
1.34K $115K
Feb 14, 2023 Q4 2022
High Falls Advisors, Inc

Rochester, NY
BUY
 -
2
+ 0.01%
$137 - $144
35.6K $3.04M
Feb 14, 2023 Q4 2022
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
2
+ 1.08%
$137 - $144
188 $16.1K
Jan 18, 2023 Q4 2022
Pflug Koory, LLC

BUY
 -
2
+ 0.04%
$137 - $144
4.68K $400K
Feb 14, 2023 Q4 2022
Alliancebernstein L.P.

New York, NY
SELL
 -
-4
- -0.0%
$274 - $288
531K $45.4M
May 11, 2023 Q4 2022
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-6
- 50.0%
$411 - $432
6 $513
Feb 13, 2023 Q4 2022
Van Hulzen Asset Management, LLC

SELL
 -
-13
- 0.09%
$891 - $937
15.2K $1.29M
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

SELL
 -
-13
- 0.14%
$891 - $937
9.1K $778K
Jan 18, 2023 Q4 2022
Calton & Associates, Inc.

SELL
 -
-28
- 0.61%
$1.92K - $2.02K
4.58K $391K
Feb 13, 2023 Q4 2022
Mount Yale Investment Advisors, LLC

SELL
 -
-40
- 1.14%
$2.74K - $2.88K
3.48K $297K
Jan 25, 2023 Q4 2022
Whittier Trust CO

SELL
 -
-40
- 17.78%
$2.74K - $2.88K
185 $15.8K
Feb 07, 2023 Q4 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-42
- 2.71%
$2.88K - $3.03K
1.51K $129K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-48
- 0.24%
$3.29K - $3.46K
20K $1.71M
Feb 13, 2023 Q4 2022
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-49
- 9.92%
$3.36K - $3.53K
445 $38K
Jan 25, 2023 Q4 2022
Whittier Trust CO Of Nevada Inc

SELL
 -
-70
- 41.18%
$4.8K - $5.04K
100 $8.54K
Jan 18, 2023 Q4 2022
Private Trust CO Na

SELL
 -
-71
- 7.29%
$4.87K - $5.12K
903 $77.2K
Feb 01, 2023 Q4 2022
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-74
- 2.32%
$5.07K - $5.33K
3.12K $266K
Jan 20, 2023 Q4 2022
Apeiron Ria LLC

SELL
 -
-77
- 0.82%
$5.28K - $5.55K
9.34K $798K
Feb 07, 2023 Q4 2022
Kcs Wealth Advisory

SELL
 -
-81
- 0.9%
$5.55K - $5.84K
8.94K $764K
Feb 14, 2023 Q4 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-87
- 1.32%
$5.96K - $6.27K
6.5K $556K
Feb 13, 2023 Q4 2022
Us Bancorp \De\

SELL
 -
-92
- 8.13%
$6.3K - $6.63K
1.04K $88.9K
Jan 25, 2023 Q4 2022
One Advisory Partners, LLC

SELL
 -
-92
- 0.43%
$6.3K - $6.63K
21.2K $1.81M
Feb 02, 2023 Q4 2022
Northwest Capital Management Inc

SELL
 -
-109
- 0.47%
$7.47K - $7.86K
23.2K $1.98M
Feb 03, 2023 Q4 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
SELL
 -
-111
- 1.01%
$7.61K - $8K
10.8K $926K
Feb 02, 2023 Q4 2022
Columbus Macro, LLC

SELL
 -
-121
- 0.49%
$8.29K - $8.72K
24.6K $2.1M

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