Latest Institutional Purchases of Ishares Tr Convertible Bond Et (ICVT)

ICVT Quotes by TradingView

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
May 09, 2025 Q1 2025
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
11K
+ 2014.63%
$917K - $984K
11.6K $1.13M
May 15, 2025 Q1 2025
Two Sigma Securities, LLC

New York, NY
BUY
 -
5.18K
New
$431K - $463K
5.18K $508K
May 13, 2025 Q1 2025
Lord, Abbett & Co. LLC

Jersey City, NJ
BUY
 -
4.89K
New
$407K - $437K
4.89K $480K
Apr 17, 2025 Q1 2025
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
3.54K
New
$294K - $316K
3.54K $347K
Apr 28, 2025 Q1 2025
Swmg, LLC

Fort Worth, TX
BUY
 -
3.44K
New
$286K - $307K
3.44K $338K
May 15, 2025 Q1 2025
Aprio Wealth Management, LLC

BUY
 -
3.03K
New
$252K - $270K
3.03K $297K
Apr 30, 2025 Q1 2025
Banque Pictet & Cie Sa

BUY
 -
2.8K
+ 25.5%
$233K - $250K
13.8K $1.35M
May 15, 2025 Q1 2025
Sentinus, LLC

Oak Brook, IL
BUY
 -
2.65K
New
$220K - $236K
2.65K $259K
Apr 29, 2025 Q1 2025
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
2.44K
New
$203K - $218K
2.44K $239K
May 15, 2025 Q1 2025
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 PUT
1.9K
+ 63.33%
$158K - $170K
4.9K $481K
May 08, 2025 Q1 2025
O'Rourke & Company, Inc

Boston, MA
BUY
 -
1.46K
+ 30.19%
$121K - $130K
6.28K $616K
May 15, 2025 Q1 2025
Orion Portfolio Solutions, LLC

BUY
 -
1.06K
+ 25.11%
$88.2K - $94.6K
5.28K $518K
Apr 17, 2025 Q1 2025
Abound Wealth Management

Franklin, TN
BUY
 -
497
New
$41.3K - $44.4K
497 $48.8K
May 28, 2025 Q1 2025
Anderson Financial Strategies, LLC

Dayton, OH
BUY
 -
461
New
$38.3K - $41.2K
461 $45.2K
Apr 29, 2025 Q1 2025
Columbia River Financial Group, LLC

Vancouver, WA
BUY
 -
352
New
$29.3K - $31.4K
352 $34.5K
May 14, 2025 Q1 2025
Wealth Preservation Advisors, LLC

Chattanooga, TN
BUY
 -
346
New
$28.8K - $30.9K
346 $33.9K
May 19, 2025 Q1 2025
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
173
New
$14.4K - $15.4K
173 $17K
May 13, 2025 Q1 2025
Coldstream Capital Management Inc

BUY
 -
162
New
$13.5K - $14.5K
162 $15.9K
Apr 22, 2025 Q1 2025
Crewe Advisors LLC

BUY
 -
41
New
$3.41K - $3.66K
41 $4.02K
Apr 22, 2025 Q1 2025
Continuum Advisory, LLC

Eagle, ID
BUY
 -
29
+ 5.02%
$2.41K - $2.59K
607 $59.5K
May 12, 2025 Q1 2025
Townsquare Capital LLC

BUY
 -
27
+ 0.86%
$2.25K - $2.41K
3.18K $312K
Apr 21, 2025 Q1 2025
Psi Advisors, LLC

BUY
 -
17
+ 5.06%
$1.41K - $1.52K
353 $34.6K
Q4 2024
Jul 02, 2025 Q4 2024
Bank Of Nova Scotia

BUY
 -
400K
New
$33.2M - $35.7M
400K $39.2M
Jan 14, 2025 Q4 2024
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
110K
New
$9.11M - $9.79M
110K $10.8M
Feb 10, 2025 Q4 2024
Brooklyn Fi, LLC

New York, NY
BUY
 -
53.9K
New
$4.48M - $4.82M
53.9K $5.29M
Jan 31, 2025 Q4 2024
Financial Sense Advisors, Inc.

BUY
 -
49.3K
New
$4.1M - $4.4M
49.3K $4.84M
Jan 24, 2025 Q4 2024
Q3 Asset Management

BUY
 -
47.3K
New
$3.93M - $4.22M
47.3K $4.64M
Jan 15, 2025 Q4 2024
Client First Investment Management LLC

West Bend, WI
BUY
 -
31.1K
+ 271.2%
$2.59M - $2.78M
42.6K $4.18M
Jan 24, 2025 Q4 2024
Calamos Wealth Management LLC

BUY
 -
10.3K
New
$856K - $920K
10.3K $1.01M
Apr 02, 2025 Q4 2024
Clark Asset Management, LLC

Stratham, NH
BUY
 -
3.26K
New
$271K - $291K
3.26K $320K
Jan 27, 2025 Q4 2024
Stratos Wealth Advisors, LLC

BUY
 -
2.56K
New
$213K - $229K
2.56K $251K
Jan 13, 2025 Q4 2024
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
2.54K
New
$211K - $227K
2.54K $249K
Aug 13, 2025 Q4 2024
Stone X Group Inc.

BUY
 -
2.51K
New
$208K - $224K
2.51K $246K
Feb 24, 2025 Q4 2024
H&H Retirement Design & Management Inc

BUY
 -
2.48K
New
$206K - $221K
2.48K $243K
Jan 08, 2025 Q4 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
2.4K
New
$199K - $214K
2.4K $235K
Feb 11, 2025 Q4 2024
Mosley Wealth Management

Anaheim, CA
BUY
 -
1.58K
+ 34.31%
$131K - $141K
6.18K $606K
Feb 13, 2025 Q4 2024
Pinnacle Holdings, LLC

Tulsa, OK
BUY
 -
1.52K
New
$126K - $135K
1.52K $149K
Feb 12, 2025 Q4 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
725
New
$60.2K - $64.7K
725 $71.1K
Jan 17, 2025 Q4 2024
Endeavor Private Wealth, Inc.

Topeka, KS
BUY
 -
527
New
$43.8K - $47.1K
527 $51.7K
Feb 07, 2025 Q4 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
60
+ 107.14%
$4.99K - $5.36K
116 $11.4K
Feb 07, 2025 Q4 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
52
New
$4.32K - $4.64K
52 $5.1K
Feb 26, 2025 Q4 2024
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
37
New
$3.07K - $3.3K
37 $3.63K
Feb 12, 2025 Q4 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
18
+ 8.57%
$1.5K - $1.61K
228 $22.4K
Feb 14, 2025 Q4 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
15
New
$1.25K - $1.34K
15 $1.47K
Jan 31, 2025 Q4 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
6
+ 31.58%
$499 - $536
25 $2.45K
Aug 29, 2025 Q4 2024
Darwin Advisors, LLC

BUY
 -
4
New
$332 - $357
4 $392
Feb 06, 2025 Q4 2024
New Square Capital LLC

BUY
 -
1
New
$83.1 - $89.3
1 $98.1
Feb 03, 2025 Q4 2024
Element Wealth, LLC

BUY
 -
1
+ 0.05%
$83.1 - $89.3
1.98K $194K
Q3 2024
Mar 12, 2025 Q3 2024
Palogic Value Management, L.P.

Dallas, TX
BUY
 -
4.27K
+ 33.33%
$330K - $357K
17.1K $1.68M

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