Purchases and Sales Made in Q4 2024 in Ishares Tr Convertible Bond Et (ICVT)
This table provides information about the institutional ownership of Ishares Tr Convertible Bond Et (ICVT) during Q4 2024. 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 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
127KNew |
$10.6M - $11.4M
|
127K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
110KNew |
$9.11M - $9.79M
|
110K
$9.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
52KNew |
$4.32M - $4.64M
|
52K
$4.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
31.1K+ 271.2% |
$2.59M - $2.78M
|
42.6K
$3.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
24.8KNew |
$2.06M - $2.22M
|
24.8K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23.9K+ 43.94% |
$1.99M - $2.13M
|
78.3K
$6.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.9K+ 36.12% |
$1.24M - $1.33M
|
56.3K
$4.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12.6KNew |
$1.05M - $1.13M
|
12.6K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.4KNew |
$532K - $572K
|
6.4K
$557K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
5.29K+ 14.87% |
$440K - $472K
|
40.9K
$3.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.3KNew |
$357K - $384K
|
4.3K
$374K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
3.1KNew |
$258K - $277K
|
3.1K
$270K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.59KNew |
$215K - $231K
|
2.59K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.54KNew |
$211K - $227K
|
2.54K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.41KNew |
$200K - $215K
|
2.41K
$209K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.4KNew |
$199K - $214K
|
2.4K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.86K+ 76.77% |
$155K - $166K
|
4.29K
$374K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1.78K+ 77.75% |
$148K - $159K
|
4.07K
$354K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.57K+ 0.94% |
$130K - $140K
|
168K
$14.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.47K+ 35.11% |
$122K - $132K
|
5.67K
$494K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.08K+ 2.71% |
$89.5K - $96.2K
|
40.8K
$3.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
766+ 23.45% |
$63.6K - $68.4K
|
4.03K
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
636+ 22.05% |
$52.8K - $56.8K
|
3.52K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
625+ 24.59% |
$51.9K - $55.8K
|
3.17K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
527New |
$43.8K - $47.1K
|
527
$45.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
496+ 4.62% |
$41.2K - $44.3K
|
11.2K
$978K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
336New |
$27.9K - $30K
|
336
$29.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
240New |
$19.9K - $21.4K
|
240
$20.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
238+ 3.63% |
$19.8K - $21.2K
|
6.8K
$592K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
32+ 0.27% |
$2.66K - $2.86K
|
11.8K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 14.88% |
$1.5K - $1.61K
|
139
$12.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-40- 0.4% |
$3.32K - $3.57K
|
9.85K
$857K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-64- 0.92% |
$5.32K - $5.71K
|
6.92K
$602K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-171- 64.77% |
$14.2K - $15.3K
|
93
$8.09K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-259- 2.23% |
$21.5K - $23.1K
|
11.4K
$989K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-452- 67.26% |
$37.6K - $40.4K
|
220
$19.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.6K- 2.47% |
$133K - $143K
|
63.1K
$5.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-2.49K- 6.22% |
$207K - $222K
|
37.5K
$3.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-5.65K- 19.48% |
$470K - $505K
|
23.4K
$2.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-16K- 3.48% |
$1.33M - $1.43M
|
443K
$38.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-27.9K- 77.61% |
$2.32M - $2.49M
|
8.05K
$701K
|