Purchases and Sales Made in Q4 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 Q4 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
Jan 26, 2024 Q4 2023
Harbor Investment Advisory, LLC

BUY
 -
184
+ 10.22%
$13K - $14.5K
1.98K $173K
Jan 22, 2024 Q4 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
157
+ 0.42%
$11.1K - $12.4K
37.2K $3.24M
Jan 24, 2024 Q4 2023
Private Trust CO Na

BUY
 -
153
New
$10.8K - $12.1K
153 $13.3K
Feb 13, 2024 Q4 2023
Jones Financial Companies Lllp

BUY
 -
128
New
$9.05K - $10.1K
128 $11.1K
Jan 09, 2024 Q4 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
125
+ 91.91%
$8.84K - $9.86K
261 $22.7K
Feb 13, 2024 Q4 2023
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
125
New
$8.84K - $9.86K
125 $10.9K
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
120
+ 1090.91%
$8.48K - $9.46K
131 $11.4K
Feb 09, 2024 Q4 2023
Us Bancorp \De\

BUY
 -
103
+ 8.33%
$7.28K - $8.12K
1.34K $117K
Mar 04, 2024 Q4 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
102
+ 100.0%
$7.21K - $8.04K
204 $17.8K
Jan 12, 2024 Q4 2023
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
75
New
$5.3K - $5.91K
75 $6.53K
Feb 08, 2024 Q4 2023
Meridian Wealth Management, LLC

BUY
 -
32
+ 1.04%
$2.26K - $2.52K
3.1K $269K
Feb 05, 2024 Q4 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
28
New
$1.98K - $2.21K
28 $2.44K
Jan 30, 2024 Q4 2023
Sierra Capital LLC

BUY
 -
28
+ 1.01%
$1.98K - $2.21K
2.79K $243K
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

BUY
 -
24
+ 50.0%
$1.7K - $1.89K
72 $6.27K
Feb 07, 2024 Q4 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
16
+ 0.34%
$1.13K - $1.26K
4.71K $410K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
10
New
$707 - $789
10 $870
Feb 14, 2024 Q4 2023
Comerica Bank

BUY
 -
8
+ 0.34%
$566 - $631
2.33K $203K
Feb 09, 2024 Q4 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
4
+ 0.69%
$283 - $315
583 $50.7K
Jan 10, 2024 Q4 2023
Pflug Koory, LLC

BUY
 -
3
+ 0.06%
$212 - $237
4.69K $408K
Feb 14, 2024 Q4 2023
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-4
- 0.5%
$283 - $315
797 $69.4K
Jul 17, 2024 Q4 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-8
- 3.08%
$566 - $631
252 $21.9K
Feb 14, 2024 Q4 2023
Team Financial Group, LLC

Temecula, CA
SELL
 -
-10
- 10.64%
$707 - $789
84 $7.31K
Feb 07, 2024 Q4 2023
Huntington National Bank

Columbus, OH
SELL
 -
-15
- 93.75%
$1.06K - $1.18K
1 $87
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-16
Closed
$1.13K - $1.26K
0 $0
Feb 06, 2024 Q4 2023
Provence Wealth Management Group

SELL
 -
-20
- 6.43%
$1.41K - $1.58K
291 $25.3K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-36
- 15.58%
$2.54K - $2.84K
195 $17K
Jan 31, 2024 Q4 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-37
- 74.0%
$2.62K - $2.92K
13 $1.13K
Jan 11, 2024 Q4 2023
Whittier Trust CO

SELL
 -
-45
- 24.32%
$3.18K - $3.55K
140 $12.2K
Jan 23, 2024 Q4 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-62
- 6.95%
$4.38K - $4.89K
830 $72.2K
Feb 01, 2024 Q4 2023
Element Wealth, LLC

SELL
 -
-67
- 3.22%
$4.74K - $5.28K
2.01K $175K
Jan 24, 2024 Q4 2023
Park Place Capital Corp

Birmingham, AL
SELL
 -
-82
- 7.69%
$5.8K - $6.47K
984 $85.6K
Jan 12, 2024 Q4 2023
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-98
- 0.98%
$6.93K - $7.73K
9.92K $864K
Jan 31, 2024 Q4 2023
First National Bank & Trust CO Of Newtown

SELL
 -
-110
- 3.94%
$7.78K - $8.67K
2.69K $234K
Feb 05, 2024 Q4 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
SELL
 -
-111
- 8.25%
$7.85K - $8.75K
1.23K $107K
Jan 18, 2024 Q4 2023
Rhs Financial, LLC

SELL
 -
-139
- 1.64%
$9.83K - $11K
8.36K $728K
Jan 23, 2024 Q4 2023
Richard W. Paul & Associates, LLC

Novi, MI
SELL
 -
-143
- 1.46%
$10.1K - $11.3K
9.62K $837K
Jan 22, 2024 Q4 2023
Jb Capital LLC

SELL
 -
-173
- 6.29%
$12.2K - $13.6K
2.58K $224K
Feb 12, 2024 Q4 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
SELL
 -
-205
- 98.09%
$14.5K - $16.2K
4 $348
Feb 09, 2024 Q4 2023
Crewe Advisors LLC

SELL
 -
-205
- 57.1%
$14.5K - $16.2K
154 $13.4K
Jan 09, 2024 Q4 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-271
- 2.2%
$19.2K - $21.4K
12K $1.05M
Jan 19, 2024 Q4 2023
Pfg Advisors

SELL
 -
-281
- 9.46%
$19.9K - $22.2K
2.69K $234K
Feb 06, 2024 Q4 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-310
- 8.01%
$21.9K - $24.4K
3.56K $310K
Jan 31, 2024 Q4 2023
Key F Inancial Inc

SELL
 -
-353
- 1.55%
$25K - $27.8K
22.5K $1.95M
Jan 09, 2024 Q4 2023
Windsor Capital Management, LLC

SELL
 -
-455
- 4.55%
$32.2K - $35.9K
9.54K $831K
Feb 13, 2024 Q4 2023
Integrated Wealth Concepts LLC

SELL
 -
-463
- 10.68%
$32.7K - $36.5K
3.87K $337K
Feb 13, 2024 Q4 2023
Ascent Group, LLC

SELL
 -
-469
- 2.32%
$33.2K - $37K
19.7K $1.72M
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

SELL
 -
-475
- 76.24%
$33.6K - $37.5K
148 $12.9K
Feb 05, 2024 Q4 2023
Mc Adam, LLC

SELL
 -
-494
- 8.63%
$34.9K - $39K
5.23K $455K
Jan 12, 2024 Q4 2023
Lpwm LLC

Minneapolis, MN
SELL
 -
-524
- 1.45%
$37K - $41.3K
35.5K $3.09M

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