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 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 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.45K+ 6.95% |
$398K - $446K
|
68.5K
$6.72M
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.96K+ 2.34% |
$353K - $396K
|
173K
$17M
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3.04K+ 29.54% |
$272K - $305K
|
13.3K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.97KNew |
$265K - $298K
|
2.97K
$292K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.9K+ 4.97% |
$259K - $291K
|
61.4K
$6.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.9KNew |
$259K - $291K
|
2.9K
$285K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.87K+ 24.91% |
$256K - $287K
|
14.4K
$1.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.81K+ 7.8% |
$251K - $281K
|
38.8K
$3.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.8K+ 1.62% |
$250K - $280K
|
176K
$17.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.78K+ 3.99% |
$248K - $279K
|
72.5K
$7.11M
|
|
|
Nov 14, 2025
Q3 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
2.77KNew |
$247K - $277K
|
2.77K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.7K+ 2.94% |
$241K - $271K
|
94.7K
$9.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.67K+ 97.34% |
$238K - $267K
|
5.41K
$531K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.6K+ 21.32% |
$232K - $260K
|
14.8K
$1.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
2.6KNew |
$232K - $260K
|
2.6K
$255K
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.5K+ 28.09% |
$223K - $250K
|
11.4K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
2.34KNew |
$209K - $235K
|
2.34K
$230K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.27K+ 0.51% |
$203K - $227K
|
448K
$43.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.25KNew |
$201K - $225K
|
2.25K
$221K
|
|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.21K+ 13.33% |
$197K - $221K
|
18.8K
$1.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.18KNew |
$194K - $218K
|
2.18K
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.11KNew |
$189K - $212K
|
2.11K
$207K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.1KNew |
$187K - $210K
|
2.1K
$206K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.1KNew |
$187K - $210K
|
2.1K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.07KNew |
$185K - $207K
|
2.07K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
2.07KNew |
$185K - $207K
|
2.07K
$203K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.04K+ 68.46% |
$182K - $204K
|
5.02K
$492K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.02KNew |
$180K - $202K
|
2.02K
$198K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.02KNew |
$180K - $202K
|
2.02K
$198K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
1.98K+ 24.89% |
$176K - $198K
|
9.92K
$973K
|
|