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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
497New |
$41.3K - $44.4K
|
497
$48.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.54KNew |
$294K - $316K
|
3.54K
$347K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.74K+ 24.94% |
$145K - $156K
|
8.74K
$857K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-37- 19.58% |
$3.08K - $3.3K
|
152
$14.9K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.44K- 5.96% |
$203K - $217K
|
38.4K
$3.77M
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
4New |
$332 - $357
|
4
$392
|
|
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.51KNew |
$208K - $224K
|
2.51K
$246K
|
|
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
400KNew |
$33.2M - $35.7M
|
400K
$39.2M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.26KNew |
$271K - $291K
|
3.26K
$320K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-14- 1.82% |
$1.16K - $1.25K
|
754
$74K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
37New |
$3.07K - $3.3K
|
37
$3.63K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.48KNew |
$206K - $221K
|
2.48K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-244- 1.5% |
$20.3K - $21.8K
|
16K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
15New |
$1.25K - $1.34K
|
15
$1.47K
|
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.52KNew |
$126K - $135K
|
1.52K
$149K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18+ 8.57% |
$1.5K - $1.61K
|
228
$22.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
725New |
$60.2K - $64.7K
|
725
$71.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.58K+ 34.31% |
$131K - $141K
|
6.18K
$606K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
53.9KNew |
$4.48M - $4.82M
|
53.9K
$5.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
52New |
$4.32K - $4.64K
|
52
$5.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
60+ 107.14% |
$4.99K - $5.36K
|
116
$11.4K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$83.1 - $89.3
|
1
$98.1
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-71- 34.47% |
$5.9K - $6.34K
|
135
$13.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$83.1 - $89.3
|
1.98K
$194K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6+ 31.58% |
$499 - $536
|
25
$2.45K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
49.3KNew |
$4.1M - $4.4M
|
49.3K
$4.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.56KNew |
$213K - $229K
|
2.56K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
10.3KNew |
$856K - $920K
|
10.3K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
47.3KNew |
$3.93M - $4.22M
|
47.3K
$4.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
527New |
$43.8K - $47.1K
|
527
$51.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
31.1K+ 271.2% |
$2.59M - $2.78M
|
42.6K
$4.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
110KNew |
$9.11M - $9.79M
|
110K
$10.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.6K- 2.47% |
$133K - $143K
|
63.1K
$6.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.54KNew |
$211K - $227K
|
2.54K
$249K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.4KNew |
$199K - $214K
|
2.4K
$235K
|
|
| Q3 2024 | |||||||
|
Mar 12, 2025
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
4.27K+ 33.33% |
$330K - $357K
|
17.1K
$1.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
106New |
$8.19K - $8.87K
|
106
$10.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-164- 5.62% |
$12.7K - $13.7K
|
2.75K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
15+ 0.11% |
$1.16K - $1.26K
|
13.3K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.68KNew |
$207K - $224K
|
2.68K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
106New |
$8.19K - $8.87K
|
106
$10.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
418+ 4.19% |
$32.3K - $35K
|
10.4K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
12New |
$927 - $1K
|
12
$1.18K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
603+ 14.03% |
$46.6K - $50.5K
|
4.9K
$481K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
53New |
$4.09K - $4.43K
|
53
$5.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-16.8K- 80.26% |
$1.3M - $1.41M
|
4.13K
$405K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.03K- 2.79% |
$79.5K - $86.1K
|
35.8K
$3.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.86% |
$154 - $167
|
235
$23.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-67- 1.59% |
$5.18K - $5.61K
|
4.14K
$406K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.89KNew |
$223K - $241K
|
2.89K
$283K
|
|