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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.29K+ 21.37% |
$107K - $115K
|
7.34K
$641K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.19K+ 37.09% |
$99K - $106K
|
4.41K
$385K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.17K+ 35.87% |
$97.2K - $104K
|
4.43K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
1.17K+ 18.75% |
$97K - $104K
|
7.39K
$646K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.15K+ 15.09% |
$95.4K - $102K
|
8.76K
$765K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.13K+ 27.6% |
$94.2K - $101K
|
5.24K
$458K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.08K+ 2.71% |
$89.5K - $96.2K
|
40.8K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.07K+ 29.87% |
$89K - $95.6K
|
4.66K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.07K+ 55.83% |
$88.7K - $95.4K
|
2.98K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.04K+ 26.0% |
$86.1K - $92.5K
|
5.02K
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 25.02% |
$85.9K - $92.3K
|
5.17K
$451K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.03K+ 10.77% |
$85.4K - $91.8K
|
10.6K
$923K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
790+ 12.48% |
$65.6K - $70.5K
|
7.12K
$622K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
787+ 10.41% |
$65.4K - $70.3K
|
8.35K
$729K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
786+ 20.67% |
$65.3K - $70.2K
|
4.59K
$401K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
766+ 23.45% |
$63.6K - $68.4K
|
4.03K
$352K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
764+ 0.47% |
$63.5K - $68.2K
|
164K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
755+ 49.19% |
$62.7K - $67.4K
|
2.29K
$200K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
755+ 30.47% |
$62.7K - $67.4K
|
3.23K
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
727+ 13.0% |
$60.4K - $64.9K
|
6.32K
$552K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
725New |
$60.2K - $64.7K
|
725
$63.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
708+ 25.35% |
$58.8K - $63.2K
|
3.5K
$306K
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
678+ 8.27% |
$56.3K - $60.5K
|
8.88K
$776K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
636+ 22.05% |
$52.8K - $56.8K
|
3.52K
$308K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
625+ 24.59% |
$51.9K - $55.8K
|
3.17K
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
624+ 5.69% |
$51.8K - $55.7K
|
11.6K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
578+ 35.39% |
$48K - $51.6K
|
2.21K
$193K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
575+ 22.98% |
$47.8K - $51.3K
|
3.08K
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
527New |
$43.8K - $47.1K
|
527
$46K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
496+ 4.62% |
$41.2K - $44.3K
|
11.2K
$982K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
478+ 72.31% |
$39.7K - $42.7K
|
1.14K
$99.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
429+ 6.54% |
$35.6K - $38.3K
|
6.99K
$611K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
415+ 15.13% |
$34.5K - $37.1K
|
3.16K
$276K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
413+ 10.85% |
$34.3K - $36.9K
|
4.22K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
408+ 77.57% |
$33.9K - $36.4K
|
934
$81.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
377+ 1.55% |
$31.3K - $33.7K
|
24.6K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
338+ 12.93% |
$28.1K - $30.2K
|
2.95K
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
336New |
$27.9K - $30K
|
336
$29.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
314+ 3.73% |
$26.1K - $28K
|
8.74K
$763K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
305New |
$25.3K - $27.2K
|
305
$26.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
287+ 9.42% |
$23.8K - $25.6K
|
3.34K
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
268+ 42.61% |
$22.3K - $23.9K
|
897
$78.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
256+ 8.6% |
$21.3K - $22.9K
|
3.23K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
248+ 4.45% |
$20.6K - $22.1K
|
5.82K
$508K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
243+ 0.52% |
$20.2K - $21.7K
|
47.3K
$4.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
240New |
$19.9K - $21.4K
|
240
$21K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
238+ 3.63% |
$19.8K - $21.2K
|
6.8K
$594K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
200+ 833.33% |
$16.6K - $17.9K
|
224
$19.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
199+ 5.85% |
$16.5K - $17.8K
|
3.6K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
197+ 18.21% |
$16.4K - $17.6K
|
1.28K
$112K
|