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 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
314+ 3.73% |
$26.1K - $28K
|
8.74K
$780K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
305New |
$25.3K - $27.2K
|
305
$27.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
287+ 9.42% |
$23.8K - $25.6K
|
3.34K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
268+ 42.61% |
$22.3K - $23.9K
|
897
$80.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
256+ 8.6% |
$21.3K - $22.9K
|
3.23K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
248+ 4.45% |
$20.6K - $22.1K
|
5.82K
$520K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
243+ 0.52% |
$20.2K - $21.7K
|
47.3K
$4.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
240New |
$19.9K - $21.4K
|
240
$21.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
238+ 3.63% |
$19.8K - $21.2K
|
6.8K
$607K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
200+ 833.33% |
$16.6K - $17.9K
|
224
$20K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
199+ 5.85% |
$16.5K - $17.8K
|
3.6K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
197+ 18.21% |
$16.4K - $17.6K
|
1.28K
$114K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
172+ 77.83% |
$14.3K - $15.4K
|
393
$35.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
170+ 5.56% |
$14.1K - $15.2K
|
3.23K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
168New |
$14K - $15K
|
168
$15K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
164+ 56.94% |
$13.6K - $14.6K
|
452
$40.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
139+ 1.28% |
$11.5K - $12.4K
|
11K
$984K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
123New |
$10.2K - $11K
|
123
$11K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
120+ 96.77% |
$9.97K - $10.7K
|
244
$21.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
114+ 152.0% |
$9.47K - $10.2K
|
189
$16.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
112+ 4.38% |
$9.31K - $10K
|
2.67K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
110+ 23.5% |
$9.14K - $9.82K
|
578
$51.6K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
103+ 64.78% |
$8.56K - $9.2K
|
262
$23.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
100+ 0.36% |
$8.31K - $8.93K
|
27.7K
$2.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
69+ 0.08% |
$5.73K - $6.16K
|
91.1K
$8.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
60+ 107.14% |
$4.99K - $5.36K
|
116
$10.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
52New |
$4.32K - $4.64K
|
52
$4.64K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
37New |
$3.07K - $3.3K
|
37
$3.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36+ 1.2% |
$2.99K - $3.21K
|
3.05K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
35New |
$2.91K - $3.12K
|
35
$3.13K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
32+ 0.27% |
$2.66K - $2.86K
|
11.8K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
28+ 27.18% |
$2.33K - $2.5K
|
131
$11.7K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
27+ 0.11% |
$2.24K - $2.41K
|
24.3K
$2.17M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
27+ 0.11% |
$2.24K - $2.41K
|
24.3K
$2.17M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
25New |
$2.08K - $2.23K
|
25
$2.23K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 14.88% |
$1.5K - $1.61K
|
139
$12.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18+ 8.57% |
$1.5K - $1.61K
|
228
$20.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
15New |
$1.25K - $1.34K
|
15
$1.34K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15+ 15.63% |
$1.25K - $1.34K
|
111
$9.91K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11+ 7.59% |
$914 - $982
|
156
$13.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6+ 31.58% |
$499 - $536
|
25
$2.23K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 0.39% |
$415 - $446
|
1.28K
$114K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.79% |
$332 - $357
|
508
$45.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.71% |
$166 - $179
|
285
$25.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.05% |
$166 - $179
|
4.39K
$392K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$83.1 - $89.3
|
1
$89.3
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.48% |
$83.1 - $89.3
|
211
$18.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$83.1 - $89.3
|
1.98K
$176K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$83.1 - $89.3
|
99.7K
$8.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 16.67% |
$83.1 - $89.3
|
5
$446
|