Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.88K- 36.83% |
$129K - $136K
|
3.23K
$274K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.44K- 15.79% |
$98.6K - $104K
|
7.67K
$651K
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-1.37K- 9.15% |
$93.8K - $98.7K
|
13.6K
$1.15M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.06K- 4.43% |
$72.5K - $76.3K
|
22.8K
$1.94M
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-901- 19.16% |
$61.7K - $64.9K
|
3.8K
$323K
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-816- 62.01% |
$55.9K - $58.8K
|
500
$42.5K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-719- 13.96% |
$49.3K - $51.8K
|
4.43K
$376K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-530- 96.36% |
$36.3K - $38.2K
|
20
$1.7K
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-402- 2.02% |
$27.5K - $29K
|
19.5K
$1.66M
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-280- 4.49% |
$19.2K - $20.2K
|
5.95K
$505K
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-197- 1.91% |
$13.5K - $14.2K
|
10.1K
$857K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-171- 4.22% |
$11.7K - $12.3K
|
3.88K
$329K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-162- 6.45% |
$11.1K - $11.7K
|
2.35K
$199K
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-121- 0.49% |
$8.29K - $8.72K
|
24.6K
$2.09M
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-92- 0.43% |
$6.3K - $6.63K
|
21.2K
$1.8M
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-77- 0.82% |
$5.28K - $5.55K
|
9.34K
$793K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-70- 41.18% |
$4.8K - $5.04K
|
100
$8.49K
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-49- 9.92% |
$3.36K - $3.53K
|
445
$37.8K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-42- 2.71% |
$2.88K - $3.03K
|
1.51K
$128K
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-40- 1.14% |
$2.74K - $2.88K
|
3.48K
$295K
|
|
Q3 2022 | |||||||
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-28.2KClosed |
$1.94M - $2.16M
|
0
$0
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-15.8K- 28.41% |
$1.08M - $1.21M
|
39.8K
$3.38M
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-13.7K- 57.13% |
$943K - $1.05M
|
10.3K
$875K
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-10.5K- 31.74% |
$719K - $802K
|
22.5K
$1.91M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-8.45K- 24.67% |
$580K - $647K
|
25.8K
$2.19M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.08K- 24.01% |
$143K - $159K
|
6.58K
$559K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.78KClosed |
$122K - $136K
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.29K- 92.81% |
$88.5K - $98.7K
|
100
$8.49K
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-710- 6.32% |
$48.7K - $54.4K
|
10.5K
$894K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-256- 7.3% |
$17.6K - $19.6K
|
3.25K
$276K
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-245- 3.26% |
$16.8K - $18.8K
|
7.27K
$617K
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-200- 98.04% |
$13.7K - $15.3K
|
4
$340
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-90Closed |
$6.18K - $6.89K
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-66- 33.17% |
$4.53K - $5.05K
|
133
$11.3K
|
|
Q2 2022 | |||||||
Aug 02, 2022
Q2 2022
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-350KClosed |
$23.8M - $29.6M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-227KClosed |
$15.4M - $19.2M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-37.5KClosed |
$2.55M - $3.17M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-32.1KClosed |
$2.19M - $2.72M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-23.4KClosed |
$1.59M - $1.98M
|
0
$0
|
|
Aug 26, 2022
Q2 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-21.8KClosed |
$1.48M - $1.84M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-17.3KClosed |
$1.18M - $1.46M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.95KClosed |
$473K - $588K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-6.65KClosed |
$453K - $563K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5.98KClosed |
$407K - $506K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-5.8KClosed |
$395K - $490K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.55KClosed |
$242K - $300K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.46KClosed |
$235K - $292K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.76KClosed |
$188K - $233K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-2.42KClosed |
$165K - $205K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.14KClosed |
$77.3K - $96K
|
0
$0
|