Latest Institutional Purchases of Ishares Tr Convertible Bond Et (ICVT)
This list provides information on the latest institutional transactions involving Ishares Tr Convertible Bond Et (ICVT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.6K+ 19.86% |
$1.04M - $1.1M
|
63.9K
$6.27M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.4K+ 11.74% |
$432K - $457K
|
41.9K
$4.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
2.76KNew |
$271K - $287K
|
2.76K
$271K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.56KNew |
$251K - $265K
|
2.56K
$251K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.21K+ 1.28% |
$217K - $229K
|
176K
$17.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.22K+ 25.21% |
$119K - $126K
|
6.03K
$592K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.08K+ 19.21% |
$106K - $112K
|
6.72K
$659K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
389+ 7.93% |
$38.2K - $40.4K
|
5.3K
$519K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
210+ 7.75% |
$20.6K - $21.8K
|
2.92K
$287K
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
50+ 1.12% |
$4.91K - $5.19K
|
4.52K
$443K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
47+ 27.17% |
$4.61K - $4.88K
|
220
$21.6K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
43+ 0.64% |
$4.22K - $4.46K
|
6.78K
$665K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
20New |
$1.96K - $2.07K
|
20
$1.96K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.44% |
$392 - $415
|
909
$89.2K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
323K+ 251.16% |
$28.8M - $32.3M
|
451K
$44.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
316K+ 33.83% |
$28.2M - $31.6M
|
1.25M
$123M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
220KNew |
$19.6M - $22M
|
220K
$21.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
143K+ 19.88% |
$12.7M - $14.3M
|
861K
$84.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
134K+ 167.52% |
$12M - $13.4M
|
214K
$21M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
129K+ 89.68% |
$11.5M - $12.9M
|
273K
$26.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
91.6K+ 56.5% |
$8.18M - $9.17M
|
254K
$24.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
83.9K+ 244.07% |
$7.49M - $8.4M
|
118K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82.3K+ 3.21% |
$7.35M - $8.25M
|
2.65M
$260M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
73.9KNew |
$6.6M - $7.41M
|
73.9K
$7.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
58.1K+ 246.51% |
$5.19M - $5.82M
|
81.7K
$8.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
56.3KNew |
$5.02M - $5.64M
|
56.3K
$5.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
50KNew |
$4.46M - $5.01M
|
50K
$4.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.3K+ 29.92% |
$4.13M - $4.64M
|
201K
$19.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
41.4KNew |
$3.7M - $4.15M
|
41.4K
$4.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
41.2KNew |
$3.68M - $4.13M
|
41.2K
$4.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30.5K+ 134.63% |
$2.73M - $3.06M
|
53.2K
$5.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.7K+ 13.74% |
$2.56M - $2.87M
|
237K
$23.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.1K+ 7.84% |
$2.42M - $2.72M
|
373K
$36.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
27KNew |
$2.41M - $2.7M
|
27K
$2.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
25.7K+ 26.51% |
$2.29M - $2.57M
|
123K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24K+ 55.17% |
$2.14M - $2.4M
|
67.4K
$6.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
22.9KNew |
$2.05M - $2.3M
|
22.9K
$2.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
20.5KNew |
$1.83M - $2.06M
|
20.5K
$2.01M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.8K+ 78.13% |
$1.76M - $1.98M
|
45K
$4.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
17.8K+ 68.14% |
$1.59M - $1.78M
|
43.9K
$4.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
17.8KNew |
$1.59M - $1.78M
|
17.8K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
17K+ 57.89% |
$1.52M - $1.71M
|
46.5K
$4.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16K+ 30.71% |
$1.43M - $1.6M
|
68.1K
$6.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
15.6K+ 3.59% |
$1.39M - $1.56M
|
450K
$44.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
14.7K+ 58.79% |
$1.31M - $1.47M
|
39.7K
$3.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
14.2K+ 11.5% |
$1.27M - $1.42M
|
137K
$13.5M
|
|
|
Dec 01, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
13.1K+ 43.45% |
$1.17M - $1.31M
|
43.3K
$4.25M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10K+ 20.41% |
$896K - $1.01M
|
59.2K
$5.81M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.73K+ 23.7% |
$869K - $975K
|
50.8K
$4.98M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.9K+ 14.2% |
$795K - $892K
|
71.6K
$7.02M
|
|