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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-130- 42.62% |
$10.3K - $11.7K
|
175
$17.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.04K- 40.3% |
$714K - $814K
|
13.4K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
11.5KNew |
$912K - $1.04M
|
11.5K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
47.6KNew |
$3.76M - $4.29M
|
47.6K
$4.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-1.4K- 37.83% |
$110K - $126K
|
2.29K
$225K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-100- 3.8% |
$7.9K - $9.01K
|
2.54K
$249K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.57% |
$79 - $90.1
|
175
$17.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-151- 5.96% |
$11.9K - $13.6K
|
2.38K
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
21+ 0.52% |
$1.66K - $1.89K
|
4.04K
$396K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-500- 24.27% |
$39.5K - $45.1K
|
1.56K
$153K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
20KNew |
$1.58M - $1.8M
|
20K
$1.96M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
94+ 3.07% |
$7.42K - $8.47K
|
3.16K
$310K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-30- 11.45% |
$2.37K - $2.7K
|
232
$22.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-629- 17.79% |
$49.7K - $56.7K
|
2.91K
$285K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
116K+ 90.36% |
$9.19M - $10.5M
|
245K
$24M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
461New |
$38.3K - $41.2K
|
461
$45.2K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
173New |
$14.4K - $15.4K
|
173
$17K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13.4K+ 8610.26% |
$1.12M - $1.2M
|
13.6K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.06K+ 25.11% |
$88.2K - $94.6K
|
5.28K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.03KNew |
$252K - $270K
|
3.03K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-146- 5.42% |
$12.1K - $13K
|
2.55K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-25- 20.33% |
$2.08K - $2.23K
|
98
$9.61K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.65KNew |
$220K - $236K
|
2.65K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.18KNew |
$431K - $463K
|
5.18K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.9K+ 63.33% |
$158K - $170K
|
4.9K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-9.12K- 37.02% |
$759K - $814K
|
15.5K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-40.3K- 39.4% |
$3.36M - $3.6M
|
62.1K
$6.09M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
346New |
$28.8K - $30.9K
|
346
$33.9K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-590- 0.14% |
$49.1K - $52.7K
|
418K
$41M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
162New |
$13.5K - $14.5K
|
162
$15.9K
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
4.89KNew |
$407K - $437K
|
4.89K
$480K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-10.4K- 99.85% |
$866K - $930K
|
16
$1.57K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11- 0.42% |
$915 - $982
|
2.58K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
27+ 0.86% |
$2.25K - $2.41K
|
3.18K
$312K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11K+ 2014.63% |
$917K - $984K
|
11.6K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
248KNew |
$20.6M - $22.1M
|
248K
$24.3M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.46K+ 30.19% |
$121K - $130K
|
6.28K
$616K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-93- 2.03% |
$7.74K - $8.3K
|
4.49K
$440K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.15K- 18.12% |
$95.2K - $102K
|
5.18K
$508K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-200- 65.57% |
$16.6K - $17.9K
|
105
$10.3K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.8K- 25.3% |
$150K - $161K
|
5.32K
$522K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.8K+ 25.5% |
$233K - $250K
|
13.8K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.44KNew |
$203K - $218K
|
2.44K
$239K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
352New |
$29.3K - $31.4K
|
352
$34.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.44KNew |
$286K - $307K
|
3.44K
$338K
|
|
|
Apr 24, 2025
Q1 2025
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-5.76K- 24.63% |
$479K - $514K
|
17.6K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
29+ 5.02% |
$2.41K - $2.59K
|
607
$59.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
41New |
$3.41K - $3.66K
|
41
$4.02K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-170- 13.32% |
$14.1K - $15.2K
|
1.11K
$108K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
17+ 5.06% |
$1.41K - $1.52K
|
353
$34.6K
|
|