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 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
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
48+ 0.73% |
$4.29K - $4.81K
|
6.66K
$653K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.24K- 4.35% |
$110K - $124K
|
27.1K
$2.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
21+ 36.84% |
$1.88K - $2.1K
|
78
$7.65K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-37- 1.31% |
$3.3K - $3.71K
|
2.79K
$274K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
326+ 1.63% |
$29.1K - $32.7K
|
20.3K
$1.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.94K+ 17.1% |
$173K - $194K
|
13.3K
$1.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.47K- 37.57% |
$131K - $147K
|
2.43K
$239K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-224- 1.79% |
$20K - $22.4K
|
12.3K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 2.86% |
$179 - $200
|
72
$7.06K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.27K+ 0.51% |
$203K - $227K
|
448K
$43.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.57K+ 29.02% |
$141K - $158K
|
7K
$687K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.38K+ 100.06% |
$302K - $338K
|
6.75K
$663K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.24K+ 100.0% |
$467K - $524K
|
10.5K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.1KNew |
$187K - $210K
|
2.1K
$206K
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
584+ 6.74% |
$52.1K - $58.5K
|
9.24K
$907K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.71K+ 9.42% |
$152K - $171K
|
19.8K
$1.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.02KNew |
$180K - $202K
|
2.02K
$198K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-582- 5.03% |
$52K - $58.3K
|
11K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.02% |
$89.3 - $100
|
4.4K
$431K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-117K- 98.33% |
$10.4M - $11.7M
|
1.98K
$194K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
929+ 19.55% |
$83K - $93.1K
|
5.68K
$557K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-24.7K- 66.91% |
$2.2M - $2.47M
|
12.2K
$1.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
320+ 13.31% |
$28.6K - $32.1K
|
2.72K
$267K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
4.67K+ 75.77% |
$417K - $468K
|
10.8K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.31K- 49.94% |
$117K - $131K
|
1.31K
$129K
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
2.34KNew |
$209K - $235K
|
2.34K
$230K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-388- 15.55% |
$34.6K - $38.9K
|
2.11K
$207K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.9K+ 18.92% |
$348K - $390K
|
24.5K
$2.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
3.21K+ 27.79% |
$286K - $321K
|
14.8K
$1.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-28- 35.9% |
$2.5K - $2.8K
|
50
$4.91K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
578+ 13.51% |
$51.6K - $57.9K
|
4.86K
$476K
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
220KNew |
$19.6M - $22M
|
220K
$21.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
114New |
$10.2K - $11.4K
|
114
$11.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.9KNew |
$259K - $291K
|
2.9K
$285K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 11.12% |
$122K - $136K
|
13.6K
$1.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4- 0.14% |
$357 - $401
|
2.83K
$277K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
267+ 9.3% |
$23.8K - $26.7K
|
3.14K
$308K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
548+ 9.39% |
$48.9K - $54.9K
|
6.39K
$626K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29+ 0.47% |
$2.59K - $2.9K
|
6.14K
$602K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-437- 1.97% |
$39K - $43.8K
|
21.7K
$2.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.02KNew |
$180K - $202K
|
2.02K
$198K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
293+ 3.33% |
$26.2K - $29.3K
|
9.1K
$893K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
972+ 24.43% |
$86.8K - $97.4K
|
4.95K
$486K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11- 0.41% |
$982 - $1.1K
|
2.71K
$265K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.78K+ 3.99% |
$248K - $279K
|
72.5K
$7.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-3- 0.04% |
$268 - $301
|
7.18K
$704K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-520- 1.37% |
$46.4K - $52.1K
|
37.3K
$3.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-24.9K- 13.55% |
$2.22M - $2.49M
|
159K
$15.6M
|
|