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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-29.2K- 17.75% |
$2.61M - $2.93M
|
135K
$13.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.11KNew |
$189K - $212K
|
2.11K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
323K+ 251.16% |
$28.8M - $32.3M
|
451K
$44.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.17K+ 35.88% |
$105K - $117K
|
4.44K
$436K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.85K+ 41.37% |
$433K - $486K
|
16.6K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.14K+ 25.84% |
$102K - $114K
|
5.56K
$546K
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.64K+ 6.69% |
$146K - $164K
|
26.1K
$2.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-256- 7.69% |
$22.9K - $25.6K
|
3.08K
$302K
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1.43K+ 21.24% |
$128K - $143K
|
8.17K
$802K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
958+ 12.65% |
$85.5K - $96K
|
8.53K
$837K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.7K+ 13.74% |
$2.56M - $2.87M
|
237K
$23.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
129K+ 89.68% |
$11.5M - $12.9M
|
273K
$26.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-33.9K- 87.98% |
$3.02M - $3.39M
|
4.63K
$454K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.45K+ 32.11% |
$129K - $145K
|
5.95K
$584K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-26K- 43.31% |
$2.32M - $2.6M
|
34K
$3.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-124- 2.47% |
$11.1K - $12.4K
|
4.89K
$480K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.3K+ 29.92% |
$4.13M - $4.64M
|
201K
$19.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 16.67% |
$268 - $301
|
21
$2.06K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-58- 0.37% |
$5.18K - $5.81K
|
15.7K
$1.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.48K+ 4.34% |
$310K - $348K
|
83.5K
$8.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-5.21K- 11.97% |
$465K - $522K
|
38.3K
$3.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
228+ 2.23% |
$20.4K - $22.8K
|
10.5K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-373- 12.15% |
$33.3K - $37.4K
|
2.7K
$265K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.06KNew |
$363K - $407K
|
4.06K
$399K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.9K+ 14.2% |
$795K - $892K
|
71.6K
$7.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
200+ 6.27% |
$17.9K - $20K
|
3.39K
$333K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-25.9K- 15.46% |
$2.32M - $2.6M
|
142K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.7K+ 2.94% |
$241K - $271K
|
94.7K
$9.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
32New |
$2.86K - $3.21K
|
32
$3.14K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
723+ 2677.78% |
$64.6K - $72.4K
|
750
$73.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
41.2KNew |
$3.68M - $4.13M
|
41.2K
$4.04M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.73K+ 23.7% |
$869K - $975K
|
50.8K
$4.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.9K+ 4.97% |
$259K - $291K
|
61.4K
$6.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
20.5KNew |
$1.83M - $2.06M
|
20.5K
$2.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30.5K+ 134.63% |
$2.73M - $3.06M
|
53.2K
$5.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 19.07% |
$934K - $1.05M
|
44.4K
$4.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- 0.53% |
$357 - $401
|
754
$74K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
69+ 1.78% |
$6.16K - $6.91K
|
3.95K
$387K
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
288+ 7.2% |
$25.7K - $28.8K
|
4.29K
$420K
|
|
|
Nov 14, 2025
Q3 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
3.1KNew |
$277K - $311K
|
3.1K
$305K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
257+ 5.3% |
$22.9K - $25.7K
|
5.11K
$501K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.47KNew |
$399K - $448K
|
4.47K
$439K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.89K+ 4.13% |
$436K - $489K
|
123K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
300+ 65.79% |
$26.8K - $30.1K
|
756
$74.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
65+ 2.39% |
$5.8K - $6.51K
|
2.79K
$274K
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
17.8KNew |
$1.59M - $1.78M
|
17.8K
$1.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4- 0.12% |
$357 - $401
|
3.2K
$314K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
151+ 0.54% |
$13.5K - $15.1K
|
28K
$2.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
7New |
$625 - $701
|
7
$687
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-307- 10.97% |
$27.4K - $30.8K
|
2.49K
$244K
|
|