Latest Institutional Transactions on Ishares Tr Convertible Bond Et (ICVT)
This table provides information on the latest institutional transactions involving Ishares Tr Convertible Bond Et (ICVT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| 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 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-220- 2.65% |
$21.6K - $22.8K
|
8.1K
$794K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.72K+ 25.85% |
$168K - $178K
|
8.35K
$820K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.39K+ 49.74% |
$332K - $351K
|
10.2K
$1M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.22K+ 25.21% |
$119K - $126K
|
6.03K
$592K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.21K+ 1.28% |
$217K - $229K
|
176K
$17.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
389+ 7.93% |
$38.2K - $40.4K
|
5.3K
$519K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
2.76KNew |
$271K - $287K
|
2.76K
$271K
|
|
|
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
|
Horizon Financial Services, LLC
|
BUY
|
- |
11+ 0.03% |
$1.08K - $1.14K
|
41.8K
$4.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-103- 0.45% |
$10.1K - $10.7K
|
22.8K
$2.24M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
50+ 1.12% |
$4.91K - $5.19K
|
4.52K
$443K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-13.3K- 71.39% |
$1.31M - $1.38M
|
5.33K
$523K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.1K- 5.98% |
$402K - $425K
|
64.4K
$6.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-42.5K- 66.65% |
$4.17M - $4.41M
|
21.3K
$2.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-41.6K- 76.05% |
$4.08M - $4.32M
|
13.1K
$1.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-315- 0.63% |
$30.9K - $32.7K
|
49.7K
$4.88M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
20New |
$1.96K - $2.07K
|
20
$1.96K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-91- 3.2% |
$8.93K - $9.44K
|
2.75K
$270K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.44% |
$392 - $415
|
909
$89.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.56KNew |
$251K - $265K
|
2.56K
$251K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.65K- 51.21% |
$260K - $275K
|
2.53K
$248K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
47+ 27.17% |
$4.61K - $4.88K
|
220
$21.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.08K+ 19.21% |
$106K - $112K
|
6.72K
$659K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-8.63K- 44.68% |
$847K - $896K
|
10.7K
$1.05M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.4K+ 11.74% |
$432K - $457K
|
41.9K
$4.11M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.84K- 1.58% |
$181K - $191K
|
115K
$11.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
43+ 0.64% |
$4.22K - $4.46K
|
6.78K
$665K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.6K+ 19.86% |
$1.04M - $1.1M
|
63.9K
$6.27M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
210+ 7.75% |
$20.6K - $21.8K
|
2.92K
$287K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.1K- 17.01% |
$899K - $1.01M
|
49.1K
$4.82M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
258+ 73.09% |
$23K - $25.8K
|
611
$59.9K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
798+ 30.7% |
$71.3K - $79.9K
|
3.4K
$333K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-709- 2.26% |
$63.3K - $71K
|
30.7K
$3.01M
|
|
|
Dec 01, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
13.1K+ 43.45% |
$1.17M - $1.31M
|
43.3K
$4.25M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
191New |
$17.1K - $19.1K
|
191
$18.7K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-87- 15.32% |
$7.77K - $8.71K
|
481
$47.2K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
234New |
$20.9K - $23.4K
|
234
$23K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.05K+ 63.24% |
$93.8K - $105K
|
2.71K
$266K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
104+ 36.49% |
$9.29K - $10.4K
|
389
$38.2K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
334+ 4.17% |
$29.8K - $33.5K
|
8.35K
$819K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
81+ 15.76% |
$7.23K - $8.11K
|
595
$58.4K
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.62K+ 1.77% |
$145K - $163K
|
93.4K
$9.16M
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-1.17K- 2.56% |
$105K - $117K
|
44.5K
$4.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
91.6K+ 56.5% |
$8.18M - $9.17M
|
254K
$24.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
800+ 27.59% |
$71.4K - $80.1K
|
3.7K
$363K
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-35.2K- 12.74% |
$3.14M - $3.53M
|
241K
$23.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
17.8K+ 68.14% |
$1.59M - $1.78M
|
43.9K
$4.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.65K- 45.94% |
$148K - $166K
|
1.95K
$191K
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
197+ 9.48% |
$17.6K - $19.7K
|
2.28K
$223K
|
|