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 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.3KNew |
$1.11M - $1.19M
|
13.3K
$1.16M
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12.6KNew |
$1.05M - $1.13M
|
12.6K
$1.1M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.3K+ 28.31% |
$1.02M - $1.1M
|
55.6K
$4.86M
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
12.2KNew |
$1.02M - $1.09M
|
12.2K
$1.07M
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
11.9KNew |
$989K - $1.06M
|
11.9K
$1.04M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
11.4K+ 2.71% |
$944K - $1.01M
|
430K
$37.6M
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
11KNew |
$911K - $979K
|
11K
$958K
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
10.7KNew |
$887K - $954K
|
10.7K
$933K
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.6KNew |
$877K - $942K
|
10.6K
$922K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
10.3KNew |
$856K - $920K
|
10.3K
$900K
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.92K+ 64.47% |
$824K - $886K
|
25.3K
$2.21M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.24K+ 10.27% |
$768K - $825K
|
99.3K
$8.67M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.97K+ 48.54% |
$745K - $800K
|
27.4K
$2.4M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.79KNew |
$730K - $784K
|
8.79K
$768K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
8.28KNew |
$688K - $739K
|
8.28K
$723K
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.71K+ 44.71% |
$640K - $688K
|
24.9K
$2.18M
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
7.24K+ 15412.77% |
$602K - $647K
|
7.29K
$637K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.2K+ 34.93% |
$598K - $643K
|
27.8K
$2.43M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.12KNew |
$592K - $636K
|
7.12K
$622K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.63KNew |
$551K - $592K
|
6.63K
$579K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.56K+ 13.78% |
$545K - $586K
|
54.2K
$4.73M
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6.54K+ 48.06% |
$543K - $584K
|
20.1K
$1.76M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.4KNew |
$532K - $572K
|
6.4K
$559K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.24K+ 32.16% |
$518K - $557K
|
25.6K
$2.24M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.19K+ 159.88% |
$514K - $553K
|
10.1K
$879K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.97K+ 11.51% |
$496K - $533K
|
57.8K
$5.05M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.83K+ 52.09% |
$484K - $521K
|
17K
$1.49M
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5.63K+ 4.96% |
$468K - $503K
|
119K
$10.4M
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
5.52K+ 28.96% |
$459K - $493K
|
24.6K
$2.15M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.52KNew |
$458K - $492K
|
5.52K
$482K
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
5.29K+ 14.87% |
$440K - $472K
|
40.9K
$3.57M
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.28K+ 6.94% |
$439K - $472K
|
81.4K
$7.11M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.28KNew |
$439K - $471K
|
5.28K
$461K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.11K+ 49.61% |
$425K - $456K
|
15.4K
$1.35M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.03K+ 25.02% |
$418K - $449K
|
25.1K
$2.19M
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
4.95K+ 3.63% |
$411K - $442K
|
141K
$12.3M
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
4.93K+ 116.78% |
$409K - $440K
|
9.15K
$799K
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.85KNew |
$403K - $433K
|
4.85K
$424K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
4.73K+ 1.86% |
$393K - $422K
|
259K
$22.7M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.6K+ 27.6% |
$382K - $411K
|
21.3K
$1.86M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.52K+ 22.42% |
$375K - $403K
|
24.7K
$2.16M
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
4.47K+ 61.38% |
$371K - $399K
|
11.8K
$1.03M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.3K+ 10.98% |
$357K - $384K
|
43.5K
$3.8M
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.3KNew |
$357K - $384K
|
4.3K
$376K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.3KNew |
$357K - $384K
|
4.3K
$375K
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.22KNew |
$351K - $377K
|
4.22K
$369K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.19K+ 20.37% |
$348K - $374K
|
24.8K
$2.16M
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.18K+ 68.85% |
$347K - $373K
|
10.2K
$895K
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.91K+ 3.55% |
$324K - $349K
|
114K
$9.96M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.74K+ 44.61% |
$311K - $334K
|
12.1K
$1.06M
|