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 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
|
|
|
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 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
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.94K+ 17.1% |
$173K - $194K
|
13.3K
$1.3M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.7K+ 9.1% |
$152K - $171K
|
20.4K
$2M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.64K+ 6.69% |
$146K - $164K
|
26.1K
$2.56M
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.62K+ 1.77% |
$145K - $163K
|
93.4K
$9.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.62K+ 1.34% |
$145K - $163K
|
123K
$12.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.58K+ 30.37% |
$141K - $158K
|
6.77K
$664K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.45K+ 32.11% |
$129K - $145K
|
5.95K
$584K
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1.43K+ 21.24% |
$128K - $143K
|
8.17K
$802K
|
|
|
Nov 03, 2025
Q3 2025
|
Florin Court Capital LLP
|
BUY
|
- |
1.2K+ 1.77% |
$107K - $120K
|
68.8K
$6.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.17K+ 35.88% |
$105K - $117K
|
4.44K
$436K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.16K+ 11.28% |
$103K - $116K
|
11.4K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.14K+ 25.84% |
$102K - $114K
|
5.56K
$546K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.08K+ 27.1% |
$96.6K - $108K
|
5.08K
$498K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.08K+ 19.23% |
$96.3K - $108K
|
6.68K
$656K
|
|