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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-45- 45.0% |
$4.02K - $4.51K
|
55
$5.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
949+ 11.87% |
$84.7K - $95.1K
|
8.95K
$878K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.58K+ 30.37% |
$141K - $158K
|
6.77K
$664K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
19+ 0.73% |
$1.7K - $1.9K
|
2.62K
$257K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-353- 12.05% |
$31.5K - $35.4K
|
2.58K
$253K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.95K+ 13.9% |
$174K - $195K
|
15.9K
$1.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.02K+ 6.42% |
$90.7K - $102K
|
16.8K
$1.65M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.13KNew |
$458K - $514K
|
5.13K
$504K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.8K+ 78.13% |
$1.76M - $1.98M
|
45K
$4.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.01K- 1.93% |
$269K - $301K
|
153K
$15M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.69K- 35.95% |
$419K - $470K
|
8.36K
$820K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-11.8K- 83.65% |
$1.05M - $1.18M
|
2.3K
$226K
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
317+ 3.03% |
$28.3K - $31.8K
|
10.8K
$1.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-231- 2.12% |
$20.6K - $23.1K
|
10.7K
$1.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
235+ 5.68% |
$21K - $23.5K
|
4.37K
$429K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
1.98K+ 24.89% |
$176K - $198K
|
9.92K
$973K
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
56.3KNew |
$5.02M - $5.64M
|
56.3K
$5.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
25.7K+ 26.51% |
$2.29M - $2.57M
|
123K
$12M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.08K+ 2.23% |
$632K - $709K
|
324K
$31.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
50KNew |
$4.46M - $5.01M
|
50K
$4.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.82K+ 299.97% |
$788K - $884K
|
11.8K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
13New |
$1.16K - $1.3K
|
13
$1.28K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
3.15K+ 14.59% |
$281K - $315K
|
24.7K
$2.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-159- 3.56% |
$14.2K - $15.9K
|
4.3K
$422K
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-444- 8.34% |
$39.6K - $44.5K
|
4.88K
$479K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
622+ 9.5% |
$55.5K - $62.3K
|
7.17K
$703K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-3.25K- 37.07% |
$290K - $326K
|
5.52K
$542K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
78+ 2.73% |
$6.96K - $7.81K
|
2.94K
$288K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-567- 85.01% |
$50.6K - $56.8K
|
100
$9.81K
|
|
|
Oct 28, 2025
Q3 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
835+ 1.14% |
$74.6K - $83.6K
|
73.9K
$7.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
244+ 6.09% |
$21.8K - $24.4K
|
4.25K
$417K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.59K+ 22.29% |
$589K - $660K
|
36.2K
$3.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
17K+ 57.89% |
$1.52M - $1.71M
|
46.5K
$4.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.34K+ 46.33% |
$387K - $434K
|
13.7K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
618New |
$55.2K - $61.9K
|
618
$60.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-94- 0.2% |
$8.39K - $9.42K
|
46.4K
$4.55M
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
615+ 22.32% |
$54.9K - $61.6K
|
3.37K
$331K
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
83.9K+ 244.07% |
$7.49M - $8.4M
|
118K
$11.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$89.3 - $100
|
1
$98.1
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
40+ 307.69% |
$3.57K - $4.01K
|
53
$5.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-21- 1.53% |
$1.88K - $2.1K
|
1.35K
$132K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-18- 0.55% |
$1.61K - $1.8K
|
3.23K
$317K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.25KNew |
$201K - $225K
|
2.25K
$221K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-208- 1.76% |
$18.6K - $20.8K
|
11.6K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
52+ 21.49% |
$4.64K - $5.21K
|
294
$28.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-208- 7.59% |
$18.6K - $20.8K
|
2.53K
$249K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.32KNew |
$296K - $332K
|
3.32K
$326K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
255New |
$22.8K - $25.5K
|
255
$25K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
10+ 3.05% |
$893 - $1K
|
338
$33.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.97KNew |
$265K - $298K
|
2.97K
$292K
|
|