Purchases and Sales Made in Q4 2025 in Ishares Tr Convertible Bond Et (ICVT)
This table provides information about the institutional ownership of Ishares Tr Convertible Bond Et (ICVT) during Q4 2025. 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 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
188K+ 9488.78% |
$18.4M - $19.5M
|
190K
$18.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.6K+ 19.86% |
$1.04M - $1.1M
|
63.9K
$6.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
8.37KNew |
$821K - $868K
|
8.37K
$821K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.63K+ 38.51% |
$748K - $791K
|
27.4K
$2.69M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
6.31K+ 25.77% |
$619K - $655K
|
30.8K
$3.02M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.78K+ 55.74% |
$567K - $600K
|
16.2K
$1.58M
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
5.05K+ 4.27% |
$496K - $524K
|
123K
$12.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
4.71K+ 35.29% |
$462K - $489K
|
18.1K
$1.77M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.4K+ 11.74% |
$432K - $457K
|
41.9K
$4.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
3.96K+ 126.2% |
$388K - $411K
|
7.1K
$696K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.6K+ 0.8% |
$353K - $373K
|
451K
$44.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.39K+ 49.74% |
$332K - $351K
|
10.2K
$1M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.01K+ 22.08% |
$295K - $312K
|
16.6K
$1.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
2.76KNew |
$271K - $287K
|
2.76K
$271K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.63KNew |
$258K - $273K
|
2.63K
$258K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.56KNew |
$251K - $265K
|
2.56K
$251K
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
2.55KNew |
$250K - $264K
|
2.55K
$250K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.41K+ 19.73% |
$236K - $250K
|
14.6K
$1.43M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
2.34KNew |
$229K - $243K
|
2.34K
$229K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.21K+ 1.28% |
$217K - $229K
|
176K
$17.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.04KNew |
$201K - $212K
|
2.04K
$201K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.03KNew |
$200K - $211K
|
2.03K
$200K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
1.85KNew |
$182K - $192K
|
1.85K
$182K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.72K+ 25.85% |
$168K - $178K
|
8.35K
$820K
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
1.38K+ 28.39% |
$135K - $143K
|
6.24K
$612K
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.22K+ 25.21% |
$119K - $126K
|
6.03K
$592K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.08K+ 19.21% |
$106K - $112K
|
6.72K
$659K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
932+ 14.6% |
$91.4K - $96.7K
|
7.32K
$718K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
839+ 9.22% |
$82.3K - $87K
|
9.94K
$975K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
797+ 23.65% |
$78.2K - $82.7K
|
4.17K
$409K
|
|
|
Jan 15, 2026
Q4 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
784+ 33.46% |
$76.9K - $81.3K
|
3.13K
$307K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
770+ 18.12% |
$75.5K - $79.9K
|
5.02K
$492K
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
716+ 12.61% |
$70.2K - $74.3K
|
6.4K
$627K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
389+ 7.93% |
$38.2K - $40.4K
|
5.3K
$519K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
340+ 12.57% |
$33.4K - $35.3K
|
3.05K
$299K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
210+ 7.75% |
$20.6K - $21.8K
|
2.92K
$287K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
143+ 5.06% |
$14K - $14.8K
|
2.97K
$291K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
94+ 33.45% |
$9.22K - $9.75K
|
375
$36.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
72+ 0.61% |
$7.06K - $7.47K
|
11.9K
$1.17M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
68+ 0.43% |
$6.67K - $7.05K
|
16K
$1.57M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
50+ 1.12% |
$4.91K - $5.19K
|
4.52K
$443K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
47+ 27.17% |
$4.61K - $4.88K
|
220
$21.6K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
43+ 0.64% |
$4.22K - $4.46K
|
6.78K
$665K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
20New |
$1.96K - $2.07K
|
20
$1.96K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
16+ 5.44% |
$1.57K - $1.66K
|
310
$30.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
11+ 0.03% |
$1.08K - $1.14K
|
41.8K
$4.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.44% |
$392 - $415
|
909
$89.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.05% |
$196 - $207
|
4.4K
$432K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.29% |
$98.1 - $104
|
341
$33.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-91- 3.2% |
$8.93K - $9.44K
|
2.75K
$270K
|
|