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 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.39% |
$179 - $200
|
513
$50.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-67- 0.21% |
$5.98K - $6.71K
|
32.5K
$3.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
446+ 9.54% |
$39.8K - $44.7K
|
5.12K
$502K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.43KNew |
$307K - $344K
|
3.43K
$337K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
8.72K+ 1.79% |
$778K - $873K
|
496K
$48.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.62K+ 1.34% |
$145K - $163K
|
123K
$12.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-553- 14.61% |
$49.4K - $55.4K
|
3.23K
$317K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.01K+ 20.61% |
$90.5K - $101K
|
5.93K
$582K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
85+ 0.87% |
$7.59K - $8.51K
|
9.87K
$969K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
58.1K+ 246.51% |
$5.19M - $5.82M
|
81.7K
$8.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.08K+ 50.2% |
$364K - $409K
|
12.2K
$1.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
134K+ 167.52% |
$12M - $13.4M
|
214K
$21M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.7K- 16.48% |
$241K - $271K
|
13.7K
$1.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
62+ 1.38% |
$5.54K - $6.21K
|
4.56K
$447K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-61.8K- 99.56% |
$5.52M - $6.19M
|
273
$26.8K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
739+ 1.32% |
$66K - $74K
|
56.8K
$5.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7New |
$625 - $701
|
7
$687
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.96KNew |
$532K - $597K
|
5.96K
$584K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.1KNew |
$187K - $210K
|
2.1K
$206K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
102+ 1.11% |
$9.11K - $10.2K
|
9.28K
$911K
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-62.2K- 13.64% |
$5.56M - $6.23M
|
394K
$38.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.8K+ 1.62% |
$250K - $280K
|
176K
$17.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3.04K+ 29.54% |
$272K - $305K
|
13.3K
$1.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
73.9KNew |
$6.6M - $7.41M
|
73.9K
$7.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8- 0.27% |
$714 - $801
|
2.9K
$285K
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-98- 1.73% |
$8.75K - $9.82K
|
5.58K
$548K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-262- 6.79% |
$23.4K - $26.2K
|
3.59K
$353K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
3+ 0.03% |
$268 - $301
|
10.9K
$1.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-1.81K- 19.05% |
$162K - $181K
|
7.69K
$754K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
316K+ 33.83% |
$28.2M - $31.6M
|
1.25M
$123M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.7K+ 9.1% |
$152K - $171K
|
20.4K
$2M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3+ 0.32% |
$268 - $301
|
933
$91.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.01K+ 119.24% |
$536K - $602K
|
11K
$1.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 28.57% |
$179 - $200
|
9
$883
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
27KNew |
$2.41M - $2.7M
|
27K
$2.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-120- 2.77% |
$10.7K - $12K
|
4.22K
$414K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.85K+ 14.0% |
$433K - $486K
|
39.5K
$3.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Florin Court Capital LLP
|
BUY
|
- |
1.2K+ 1.77% |
$107K - $120K
|
68.8K
$6.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.54K+ 15.38% |
$316K - $354K
|
26.5K
$2.6M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 27.17% |
$91.5K - $103K
|
4.8K
$471K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
537+ 14.52% |
$47.9K - $53.8K
|
4.24K
$415K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-34.3K- 70.13% |
$3.06M - $3.44M
|
14.6K
$1.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.6K+ 21.32% |
$232K - $260K
|
14.8K
$1.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-20.1K- 24.09% |
$1.79M - $2.01M
|
63.3K
$6.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4+ 0.29% |
$357 - $401
|
1.38K
$135K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-15.7K- 4.89% |
$1.4M - $1.57M
|
305K
$29.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.06K+ 23.21% |
$94.9K - $106K
|
5.64K
$553K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.08K+ 27.1% |
$96.6K - $108K
|
5.08K
$498K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
781+ 18.05% |
$69.7K - $78.2K
|
5.11K
$501K
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-21- 0.91% |
$1.88K - $2.1K
|
2.28K
$223K
|
|