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 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-307- 10.97% |
$27.4K - $30.8K
|
2.49K
$244K
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.5K+ 28.09% |
$223K - $250K
|
11.4K
$1.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.68K- 4.01% |
$328K - $368K
|
87.9K
$8.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
363New |
$32.4K - $36.4K
|
363
$35.6K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
6.83KNew |
$610K - $684K
|
6.83K
$670K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
408+ 7.37% |
$36.4K - $40.9K
|
5.94K
$583K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-829- 8.5% |
$74K - $83K
|
8.93K
$876K
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
SELL
|
- |
-132- 3.97% |
$11.8K - $13.2K
|
3.19K
$313K
|
|
|
Nov 13, 2025
Q3 2025
|
Systelligence, LLC
|
SELL
|
- |
-79.2K- 49.15% |
$7.07M - $7.94M
|
82K
$8.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16K+ 30.71% |
$1.43M - $1.6M
|
68.1K
$6.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
558+ 18.12% |
$49.8K - $55.9K
|
3.64K
$357K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
306+ 23.87% |
$27.3K - $30.7K
|
1.59K
$156K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.05K+ 328.45% |
$719K - $806K
|
10.5K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
728+ 5.5% |
$65K - $72.9K
|
14K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
14.2K+ 11.5% |
$1.27M - $1.42M
|
137K
$13.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-20- 86.96% |
$1.79K - $2K
|
3
$294
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
546+ 54600.0% |
$48.8K - $54.7K
|
547
$53.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
594+ 18.88% |
$53K - $59.5K
|
3.74K
$367K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24K+ 55.17% |
$2.14M - $2.4M
|
67.4K
$6.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-6.21K- 5.22% |
$554K - $622K
|
113K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
317+ 11.62% |
$28.3K - $31.8K
|
3.05K
$299K
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-114- 1.62% |
$10.2K - $11.4K
|
6.94K
$681K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-748- 6.4% |
$66.8K - $74.9K
|
10.9K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
143K+ 19.88% |
$12.7M - $14.3M
|
861K
$84.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.22K+ 3.48% |
$287K - $322K
|
95.6K
$9.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
14.7K+ 58.79% |
$1.31M - $1.47M
|
39.7K
$3.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
41.4KNew |
$3.7M - $4.15M
|
41.4K
$4.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.81K+ 7.8% |
$251K - $281K
|
38.8K
$3.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-696- 3.6% |
$62.1K - $69.7K
|
18.6K
$1.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-272- 2.64% |
$24.3K - $27.2K
|
10K
$984K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.13K+ 74.61% |
$280K - $314K
|
7.33K
$719K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.18% |
$179 - $200
|
1.11K
$109K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.16K+ 11.28% |
$103K - $116K
|
11.4K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4KNew |
$357K - $401K
|
4K
$392K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
15.6K+ 3.59% |
$1.39M - $1.56M
|
450K
$44.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.07KNew |
$185K - $207K
|
2.07K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
2.07KNew |
$185K - $207K
|
2.07K
$203K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-6- 11.54% |
$536 - $601
|
46
$4.51K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.22K+ 3.42% |
$377K - $423K
|
127K
$12.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.67K+ 97.34% |
$238K - $267K
|
5.41K
$531K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
120+ 1.63% |
$10.7K - $12K
|
7.47K
$732K
|
|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.21K+ 13.33% |
$197K - $221K
|
18.8K
$1.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-284- 47.18% |
$25.4K - $28.4K
|
318
$31.2K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
122+ 5.46% |
$10.9K - $12.2K
|
2.36K
$231K
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.57K+ 1.13% |
$319K - $358K
|
320K
$31.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.87K+ 24.91% |
$256K - $287K
|
14.4K
$1.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.18KNew |
$194K - $218K
|
2.18K
$213K
|
|
|
Nov 07, 2025
Q3 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-3.15K- 19.38% |
$281K - $316K
|
13.1K
$1.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-65.7K- 23.4% |
$5.87M - $6.58M
|
215K
$21.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-5- 0.14% |
$446 - $501
|
3.64K
$357K
|
|