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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
910K+ 11034.16% |
$70.3M - $76.1M
|
918K
$79.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
321KNew |
$24.8M - $26.9M
|
321K
$27.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
222K+ 18052.15% |
$17.2M - $18.6M
|
223K
$19.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
177KNew |
$13.7M - $14.8M
|
177K
$15.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
153K+ 150.38% |
$11.8M - $12.8M
|
255K
$22M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
110K+ 93.41% |
$8.5M - $9.21M
|
228K
$19.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
98.3K+ 4.43% |
$7.59M - $8.22M
|
2.32M
$200M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
73.9KNew |
$5.71M - $6.19M
|
73.9K
$6.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
67K+ 32.02% |
$5.18M - $5.61M
|
276K
$23.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
61.8KNew |
$4.77M - $5.17M
|
61.8K
$5.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
BUY
|
- |
60.4KNew |
$4.67M - $5.05M
|
60.4K
$5.22M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
58.5K+ 13.96% |
$4.52M - $4.9M
|
478K
$41.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
56.1K+ 32.63% |
$4.34M - $4.7M
|
228K
$19.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
50.8KNew |
$3.92M - $4.25M
|
50.8K
$4.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
45.4KNew |
$3.51M - $3.8M
|
45.4K
$3.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
41.4K+ 305.52% |
$3.2M - $3.47M
|
55K
$4.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40.3K+ 245.27% |
$3.11M - $3.37M
|
56.7K
$4.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.9K+ 2.92% |
$2.47M - $2.67M
|
1.13M
$97.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
31.1K+ 7.25% |
$2.4M - $2.6M
|
459K
$39.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
31KNew |
$2.4M - $2.59M
|
31K
$2.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.9K+ 5.93% |
$2.31M - $2.5M
|
533K
$46.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26K+ 149.91% |
$2.01M - $2.18M
|
43.3K
$3.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.9K+ 18.09% |
$1.85M - $2M
|
156K
$13.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
20KNew |
$1.54M - $1.67M
|
20K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17K+ 35.62% |
$1.31M - $1.42M
|
64.7K
$5.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16.9K+ 4.2% |
$1.3M - $1.41M
|
419K
$36.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12.7K+ 19.96% |
$978K - $1.06M
|
76.1K
$6.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
11.5KNew |
$886K - $960K
|
11.5K
$992K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
11.3K+ 69.22% |
$872K - $944K
|
27.6K
$2.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
10.2K+ 53.96% |
$789K - $855K
|
29.1K
$2.52M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9.5K+ 31.46% |
$734K - $795K
|
39.7K
$3.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7.81K+ 5.03% |
$603K - $653K
|
163K
$14.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
7.6K+ 4.94% |
$587K - $635K
|
161K
$13.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
7.6K+ 4.94% |
$587K - $635K
|
161K
$13.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.39K+ 15.77% |
$571K - $618K
|
54.2K
$4.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.29K+ 12.91% |
$563K - $610K
|
63.8K
$5.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.77KNew |
$523K - $567K
|
6.77K
$585K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
5.82K+ 19.55% |
$449K - $487K
|
35.6K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.78K+ 5.53% |
$446K - $483K
|
110K
$9.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.65K+ 174.71% |
$437K - $473K
|
8.89K
$768K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
5.35K+ 4.08% |
$413K - $448K
|
136K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.3K+ 1.97% |
$409K - $443K
|
274K
$23.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.17K+ 6.93% |
$399K - $432K
|
79.7K
$6.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.05K+ 3.86% |
$390K - $422K
|
136K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
4.8K+ 5.57% |
$371K - $402K
|
91K
$7.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.62K+ 122.57% |
$357K - $387K
|
8.39K
$725K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.35K+ 10.05% |
$336K - $364K
|
47.6K
$4.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
4.06K+ 2.82% |
$314K - $340K
|
148K
$12.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4KNew |
$309K - $335K
|
4K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.94K+ 8.24% |
$305K - $330K
|
51.8K
$4.48M
|