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 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
170+ 5.56% |
$14.1K - $15.2K
|
3.23K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
168New |
$14K - $15K
|
168
$14.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
164+ 56.94% |
$13.6K - $14.6K
|
452
$39.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
139+ 1.28% |
$11.5K - $12.4K
|
11K
$963K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
123New |
$10.2K - $11K
|
123
$10.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
120+ 96.77% |
$9.97K - $10.7K
|
244
$21.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
114+ 152.0% |
$9.47K - $10.2K
|
189
$16.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
112+ 4.38% |
$9.31K - $10K
|
2.67K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
110+ 23.5% |
$9.14K - $9.82K
|
578
$50.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
100+ 0.36% |
$8.31K - $8.93K
|
27.7K
$2.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
69+ 0.08% |
$5.73K - $6.16K
|
91.1K
$7.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
60+ 107.14% |
$4.99K - $5.36K
|
116
$10.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
52New |
$4.32K - $4.64K
|
52
$4.54K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36+ 1.2% |
$2.99K - $3.21K
|
3.05K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
35New |
$2.91K - $3.12K
|
35
$3.06K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
32+ 0.27% |
$2.66K - $2.86K
|
11.8K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
28+ 27.18% |
$2.33K - $2.5K
|
131
$11.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18+ 8.57% |
$1.5K - $1.61K
|
228
$19.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 14.88% |
$1.5K - $1.61K
|
139
$12.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15+ 15.63% |
$1.25K - $1.34K
|
111
$9.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
15New |
$1.25K - $1.34K
|
15
$1.31K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11+ 7.59% |
$914 - $982
|
156
$13.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6+ 31.58% |
$499 - $536
|
25
$2.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 0.39% |
$415 - $446
|
1.28K
$111K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.79% |
$332 - $357
|
508
$44.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.05% |
$166 - $179
|
4.39K
$384K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.71% |
$166 - $179
|
285
$24.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$83.1 - $89.3
|
1.98K
$173K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$83.1 - $89.3
|
1
$87.4
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.48% |
$83.1 - $89.3
|
211
$18.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 16.67% |
$83.1 - $89.3
|
5
$437
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-2- 4.0% |
$166 - $179
|
48
$4.19K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-3- 0.42% |
$249 - $268
|
715
$62.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-6- 0.2% |
$499 - $536
|
2.96K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-15- 0.26% |
$1.25K - $1.34K
|
5.7K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-19- 0.56% |
$1.58K - $1.7K
|
3.4K
$297K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-30- 0.44% |
$2.49K - $2.68K
|
6.74K
$589K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-35- 1.15% |
$2.91K - $3.12K
|
3.01K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-40- 0.4% |
$3.32K - $3.57K
|
9.85K
$860K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-43- 0.29% |
$3.57K - $3.84K
|
14.9K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-64- 0.92% |
$5.32K - $5.71K
|
6.92K
$605K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-71- 34.47% |
$5.9K - $6.34K
|
135
$11.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-80- 0.76% |
$6.65K - $7.14K
|
10.4K
$911K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-107- 2.04% |
$8.89K - $9.55K
|
5.14K
$449K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-109- 0.22% |
$9.06K - $9.73K
|
48.8K
$4.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-126- 0.7% |
$10.5K - $11.2K
|
17.9K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-140- 31.96% |
$11.6K - $12.5K
|
298
$26K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-171- 64.77% |
$14.2K - $15.3K
|
93
$8.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-174- 2.77% |
$14.5K - $15.5K
|
6.11K
$533K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-186- 3.44% |
$15.5K - $16.6K
|
5.22K
$456K
|