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 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
102+ 1.11% |
$9.11K - $10.2K
|
9.28K
$911K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
85+ 0.87% |
$7.59K - $8.51K
|
9.87K
$969K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
81+ 15.76% |
$7.23K - $8.11K
|
595
$58.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
78+ 2.73% |
$6.96K - $7.81K
|
2.94K
$288K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
69+ 1.78% |
$6.16K - $6.91K
|
3.95K
$387K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
66+ 1.38% |
$5.89K - $6.61K
|
4.83K
$474K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
65+ 2.39% |
$5.8K - $6.51K
|
2.79K
$274K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
62+ 1.38% |
$5.54K - $6.21K
|
4.56K
$447K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
48+ 0.73% |
$4.29K - $4.81K
|
6.66K
$653K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
46New |
$4.11K - $4.61K
|
46
$4.51K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
40+ 307.69% |
$3.57K - $4.01K
|
53
$5.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
32New |
$2.86K - $3.21K
|
32
$3.14K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
21+ 36.84% |
$1.88K - $2.1K
|
78
$7.65K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
19+ 0.73% |
$1.7K - $1.9K
|
2.62K
$257K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
13New |
$1.16K - $1.3K
|
13
$1.28K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
7New |
$625 - $701
|
7
$687
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7New |
$625 - $701
|
7
$687
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4+ 0.29% |
$357 - $401
|
1.38K
$135K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 16.67% |
$268 - $301
|
21
$2.06K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
3+ 0.03% |
$268 - $301
|
10.9K
$1.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3+ 0.32% |
$268 - $301
|
933
$91.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.18% |
$179 - $200
|
1.11K
$109K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.39% |
$179 - $200
|
513
$50.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 28.57% |
$179 - $200
|
9
$883
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 2.86% |
$179 - $200
|
72
$7.06K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$89.3 - $100
|
1
$98.1
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
1.59MNew |
$126M - $144M
|
1.59M
$156M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
116K+ 90.36% |
$9.19M - $10.5M
|
245K
$24M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
47.6KNew |
$3.76M - $4.29M
|
47.6K
$4.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
28.2K+ 188.98% |
$2.22M - $2.54M
|
43.1K
$4.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
20KNew |
$1.58M - $1.8M
|
20K
$1.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
11.5KNew |
$912K - $1.04M
|
11.5K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.32KNew |
$578K - $659K
|
7.32K
$718K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
7.11K+ 9.33% |
$562K - $641K
|
83.4K
$8.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.13KNew |
$484K - $552K
|
6.13K
$601K
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
4.08K+ 2.79% |
$322K - $368K
|
150K
$14.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
2.96KNew |
$234K - $267K
|
2.96K
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.6KNew |
$205K - $234K
|
2.6K
$255K
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.34KNew |
$185K - $211K
|
2.34K
$230K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.29KNew |
$181K - $206K
|
2.29K
$225K
|
|
|
Oct 01, 2025
Q2 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
2.25KNew |
$178K - $203K
|
2.25K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.21K+ 15.45% |
$95.8K - $109K
|
9.07K
$889K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
528New |
$41.7K - $47.6K
|
528
$51.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
500New |
$39.5K - $45.1K
|
500
$49.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
185New |
$14.6K - $16.7K
|
185
$18.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
180+ 0.51% |
$14.2K - $16.2K
|
35.7K
$3.5M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
94+ 3.07% |
$7.42K - $8.47K
|
3.16K
$310K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
85+ 51.83% |
$6.71K - $7.66K
|
249
$24.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
44New |
$3.48K - $3.96K
|
44
$4.32K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
35+ 0.3% |
$2.76K - $3.15K
|
11.7K
$1.15M
|
|