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, 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
|
|
|
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
|
|
|
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
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.82K+ 299.97% |
$788K - $884K
|
11.8K
$1.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
8.72K+ 1.79% |
$778K - $873K
|
496K
$48.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.05K+ 328.45% |
$719K - $806K
|
10.5K
$1.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.08K+ 2.23% |
$632K - $709K
|
324K
$31.8M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
6.83KNew |
$610K - $684K
|
6.83K
$670K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.59K+ 22.29% |
$589K - $660K
|
36.2K
$3.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.01K+ 119.24% |
$536K - $602K
|
11K
$1.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.96KNew |
$532K - $597K
|
5.96K
$584K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.24K+ 100.0% |
$467K - $524K
|
10.5K
$1.03M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.13KNew |
$458K - $514K
|
5.13K
$504K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.89K+ 4.13% |
$436K - $489K
|
123K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.85K+ 41.37% |
$433K - $486K
|
16.6K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.85K+ 14.0% |
$433K - $486K
|
39.5K
$3.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
4.67K+ 75.77% |
$417K - $468K
|
10.8K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.47KNew |
$399K - $448K
|
4.47K
$439K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.34K+ 46.33% |
$387K - $434K
|
13.7K
$1.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.22K+ 3.42% |
$377K - $423K
|
127K
$12.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.08K+ 50.2% |
$364K - $409K
|
12.2K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.06KNew |
$363K - $407K
|
4.06K
$399K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4KNew |
$357K - $401K
|
4K
$392K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.9K+ 18.92% |
$348K - $390K
|
24.5K
$2.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.57K+ 1.13% |
$319K - $358K
|
320K
$31.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.54K+ 15.38% |
$316K - $354K
|
26.5K
$2.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.48K+ 4.34% |
$310K - $348K
|
83.5K
$8.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.43KNew |
$307K - $344K
|
3.43K
$337K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.38K+ 100.06% |
$302K - $338K
|
6.75K
$663K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.32KNew |
$296K - $332K
|
3.32K
$326K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.22K+ 3.48% |
$287K - $322K
|
95.6K
$9.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
3.21K+ 27.79% |
$286K - $321K
|
14.8K
$1.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
3.15K+ 14.59% |
$281K - $315K
|
24.7K
$2.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.13K+ 74.61% |
$280K - $314K
|
7.33K
$719K
|
|
|
Nov 14, 2025
Q3 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
3.1KNew |
$277K - $311K
|
3.1K
$305K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.97KNew |
$265K - $298K
|
2.97K
$292K
|
|