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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-71- 34.47% |
$5.9K - $6.34K
|
135
$11K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.6K+ 27.6% |
$382K - $411K
|
21.3K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
32.7KNew |
$2.72M - $2.92M
|
32.7K
$2.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-15- 0.26% |
$1.25K - $1.34K
|
5.7K
$466K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
28+ 27.18% |
$2.33K - $2.5K
|
131
$10.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.72K+ 44.02% |
$143K - $153K
|
5.62K
$460K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.13K+ 87.1% |
$177K - $190K
|
4.58K
$375K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.35K+ 55.32% |
$195K - $210K
|
6.6K
$540K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.6KNew |
$877K - $942K
|
10.6K
$863K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-585- 11.7% |
$48.6K - $52.2K
|
4.42K
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.26K+ 41.65% |
$188K - $202K
|
7.69K
$629K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
39.5K+ 21.61% |
$3.28M - $3.53M
|
222K
$18.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.18K- 18.23% |
$98.4K - $106K
|
5.31K
$434K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-107- 2.04% |
$8.89K - $9.55K
|
5.14K
$420K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-612- 2.43% |
$50.9K - $54.6K
|
24.6K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-238- 1.03% |
$19.8K - $21.2K
|
22.8K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
14.8K+ 3.09% |
$1.23M - $1.32M
|
493K
$40.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
16.8K+ 5.23% |
$1.4M - $1.5M
|
338K
$27.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-5.9K- 9.77% |
$490K - $527K
|
54.5K
$4.46M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
755+ 49.19% |
$62.7K - $67.4K
|
2.29K
$187K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-30- 0.44% |
$2.49K - $2.68K
|
6.74K
$551K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$83.1 - $89.3
|
1.98K
$162K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-15.9K- 7.1% |
$1.32M - $1.42M
|
208K
$17M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.91K- 4.72% |
$242K - $260K
|
58.8K
$4.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.3K+ 10.98% |
$357K - $384K
|
43.5K
$3.55M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.63K+ 23.25% |
$301K - $324K
|
19.2K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.2K+ 34.93% |
$598K - $643K
|
27.8K
$2.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6+ 31.58% |
$499 - $536
|
25
$2.04K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.3KNew |
$1.11M - $1.19M
|
13.3K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-10.5K- 47.34% |
$869K - $934K
|
11.6K
$952K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
49.3KNew |
$4.1M - $4.4M
|
49.3K
$4.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.15K+ 6.8% |
$178K - $192K
|
33.7K
$2.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.37K+ 78.79% |
$114K - $122K
|
3.1K
$254K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-959- 21.35% |
$79.7K - $85.6K
|
3.53K
$289K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
8.28KNew |
$688K - $739K
|
8.28K
$677K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
377+ 1.55% |
$31.3K - $33.7K
|
24.6K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
81.9K+ 55.58% |
$6.81M - $7.31M
|
229K
$18.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
11KNew |
$911K - $979K
|
11K
$897K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.65K+ 30.28% |
$220K - $236K
|
11.4K
$931K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.87K+ 52.16% |
$155K - $167K
|
5.45K
$446K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.86K+ 34.02% |
$155K - $166K
|
7.34K
$600K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.48% |
$83.1 - $89.3
|
211
$17.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.9K+ 35.69% |
$158K - $170K
|
7.22K
$591K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-43- 0.29% |
$3.57K - $3.84K
|
14.9K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.74K+ 44.61% |
$311K - $334K
|
12.1K
$993K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-792- 18.69% |
$65.8K - $70.7K
|
3.45K
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.83K+ 52.09% |
$484K - $521K
|
17K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
170+ 5.56% |
$14.1K - $15.2K
|
3.23K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
764+ 0.47% |
$63.5K - $68.2K
|
164K
$13.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
88.1K+ 32.8% |
$7.32M - $7.87M
|
357K
$29.2M
|