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
|
D.A. Davidson & Co.
|
BUY
|
- |
3.63K+ 23.25% |
$301K - $324K
|
19.2K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.61KNew |
$300K - $322K
|
3.61K
$315K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3.48K+ 58.94% |
$289K - $311K
|
9.4K
$821K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.18K+ 55.18% |
$264K - $284K
|
8.93K
$780K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.16KNew |
$262K - $282K
|
3.16K
$276K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
3.1KNew |
$258K - $277K
|
3.1K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.06KNew |
$254K - $273K
|
3.06K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.89K+ 3.63% |
$240K - $258K
|
82.6K
$7.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.83KNew |
$235K - $252K
|
2.83K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
2.81KNew |
$233K - $251K
|
2.81K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.77KNew |
$230K - $247K
|
2.77K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.69K+ 33.16% |
$224K - $241K
|
10.8K
$945K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.69KNew |
$224K - $241K
|
2.69K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.68K+ 23.38% |
$223K - $239K
|
14.1K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.65K+ 32.81% |
$220K - $236K
|
10.7K
$936K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.65K+ 30.28% |
$220K - $236K
|
11.4K
$995K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.59KNew |
$215K - $231K
|
2.59K
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.56KNew |
$213K - $229K
|
2.56K
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.54KNew |
$211K - $227K
|
2.54K
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.41K+ 30.29% |
$200K - $215K
|
10.4K
$905K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.41KNew |
$200K - $215K
|
2.41K
$210K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.4KNew |
$199K - $214K
|
2.4K
$209K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.35K+ 55.32% |
$195K - $210K
|
6.6K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2.35K+ 3.18% |
$195K - $210K
|
76.3K
$6.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.26K+ 41.65% |
$188K - $202K
|
7.69K
$672K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.22K+ 36.8% |
$185K - $198K
|
8.26K
$722K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.15K+ 6.8% |
$178K - $192K
|
33.7K
$2.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.14K+ 21.23% |
$178K - $191K
|
12.2K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.13K+ 87.1% |
$177K - $190K
|
4.58K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.11K+ 68.27% |
$175K - $188K
|
5.19K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.94K+ 83.21% |
$161K - $173K
|
4.28K
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.92K+ 20.83% |
$159K - $171K
|
11.1K
$971K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.9K+ 35.69% |
$158K - $170K
|
7.22K
$631K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.87K+ 52.16% |
$155K - $167K
|
5.45K
$476K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.86K+ 76.77% |
$155K - $166K
|
4.29K
$375K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.86K+ 34.02% |
$155K - $166K
|
7.34K
$641K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1.78K+ 77.75% |
$148K - $159K
|
4.07K
$355K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.72K+ 26.75% |
$143K - $154K
|
8.16K
$712K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.72K+ 44.02% |
$143K - $153K
|
5.62K
$491K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.58K+ 34.31% |
$131K - $141K
|
6.18K
$540K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.57K+ 0.94% |
$130K - $140K
|
168K
$14.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.54K+ 53.4% |
$128K - $137K
|
4.42K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.52KNew |
$126K - $135K
|
1.52K
$132K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.51K+ 36.26% |
$126K - $135K
|
5.69K
$497K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.48K+ 42.99% |
$123K - $132K
|
4.91K
$429K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.47K+ 35.11% |
$122K - $132K
|
5.67K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.41K+ 33.48% |
$117K - $126K
|
5.62K
$491K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.37K+ 34.27% |
$114K - $122K
|
5.37K
$469K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.37K+ 78.79% |
$114K - $122K
|
3.1K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.3K+ 38.98% |
$108K - $116K
|
4.62K
$404K
|