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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
29.3K+ 1106.83% |
$2.44M - $2.62M
|
32K
$2.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
21.4K+ 498.81% |
$1.78M - $1.91M
|
25.7K
$2.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.38KNew |
$697K - $748K
|
8.38K
$685K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.91KNew |
$574K - $616K
|
6.91K
$565K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.36K+ 53.39% |
$529K - $567K
|
18.3K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.54KNew |
$294K - $316K
|
3.54K
$289K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.25KNew |
$270K - $290K
|
3.25K
$265K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.06KNew |
$255K - $273K
|
3.06K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.82K+ 2.33% |
$152K - $163K
|
80.1K
$6.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.74K+ 24.94% |
$145K - $156K
|
8.74K
$714K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.48K+ 1.17% |
$123K - $132K
|
129K
$10.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.26K+ 31.14% |
$104K - $112K
|
5.29K
$433K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.2K+ 27.03% |
$99.4K - $107K
|
5.62K
$459K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.11K+ 18.87% |
$92K - $98.7K
|
6.97K
$570K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
957+ 10.78% |
$79.6K - $85.4K
|
9.84K
$804K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
617+ 17.62% |
$51.3K - $55.1K
|
4.12K
$337K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
497New |
$41.3K - $44.4K
|
497
$40.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
448+ 14.43% |
$37.3K - $40K
|
3.55K
$290K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
357+ 11.27% |
$29.7K - $31.9K
|
3.52K
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
253+ 0.52% |
$21K - $22.6K
|
49.1K
$4.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
154+ 1.89% |
$12.8K - $13.7K
|
8.31K
$680K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
130+ 1.21% |
$10.8K - $11.6K
|
10.8K
$887K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
119+ 3.68% |
$9.9K - $10.6K
|
3.35K
$274K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
69+ 28.28% |
$5.74K - $6.16K
|
313
$25.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
64+ 0.51% |
$5.32K - $5.71K
|
12.7K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
44+ 1.65% |
$3.66K - $3.93K
|
2.71K
$222K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
29+ 0.26% |
$2.41K - $2.59K
|
11.3K
$921K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
15+ 0.43% |
$1.25K - $1.34K
|
3.54K
$289K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
12New |
$998 - $1.07K
|
12
$981
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.22% |
$166 - $179
|
899
$73.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.02% |
$83.2 - $89.3
|
4.4K
$359K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
412K+ 77.36% |
$34.3M - $36.8M
|
945K
$77.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
343K+ 30.41% |
$28.5M - $30.6M
|
1.47M
$120M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
314K+ 323880.41% |
$26.1M - $28M
|
314K
$25.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
223K+ 125.56% |
$18.5M - $19.9M
|
400K
$32.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
190K+ 83.56% |
$15.8M - $17M
|
418K
$34.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
143KNew |
$11.9M - $12.7M
|
143K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
136K+ 5.88% |
$11.3M - $12.2M
|
2.45M
$201M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
110KNew |
$9.11M - $9.79M
|
110K
$8.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
103K+ 597.55% |
$8.54M - $9.17M
|
120K
$9.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
102KNew |
$8.51M - $9.14M
|
102K
$8.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
99.7KNew |
$8.29M - $8.9M
|
99.7K
$8.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
88.5K+ 32.26% |
$7.35M - $7.9M
|
363K
$29.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
88.1K+ 32.8% |
$7.32M - $7.87M
|
357K
$29.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
83.9K+ 81.26% |
$6.97M - $7.49M
|
187K
$15.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
83.7K+ 1283.13% |
$6.95M - $7.47M
|
90.2K
$7.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
81.9K+ 55.58% |
$6.81M - $7.31M
|
229K
$18.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
75.4K+ 48.27% |
$6.26M - $6.73M
|
232K
$18.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
73.8K+ 32.35% |
$6.13M - $6.59M
|
302K
$24.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
64.8KNew |
$5.39M - $5.79M
|
64.8K
$5.3M
|
|