We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF
ICVT

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
351
FFG Retirement Advisors
Colorado
– -$2.67M -31,993 Closed
BPC
352
Banque Pictet & Cie
Switzerland
– -$1.15M -13,759 Closed
CAS
353
Coppell Advisory Solutions
Texas
– -$689K -13,588 Closed
GM
354
GeoWealth Management
Illinois
– -$967K -11,567 Closed
MAM
355
Milestone Asset Management
Pennsylvania
– -$730K -8,736 Closed
PFG
356
PAX Financial Group
Texas
– -$445K -5,318 Closed
TSS
357
Two Sigma Securities
New York
– -$433K -5,183 Closed
SXL
358
Summit X LLC
Missouri
– -$433K -5,175 Closed
Lord, Abbett & Co
359
Lord, Abbett & Co
New Jersey
– -$409K -4,890 Closed
GA
360
Goldstein Advisors
Wisconsin
– -$358K -4,277 Closed
CAM
361
Cobblestone Asset Management
Virginia
– -$350K -4,186 Closed
BIG
362
Brookwood Investment Group
Arizona
– -$315K -3,771 Closed
Baird Financial Group
363
Baird Financial Group
Wisconsin
– -$310K -3,711 Closed
PIA
364
Pinion Investment Advisors
Kansas
– -$296K -3,538 Closed
SL
365
SWMG LLC
Texas
– -$290K -3,443 Closed
TC
366
TownSquare Capital
Utah
– -$266K -3,184 Closed
KWM
367
Keebeck Wealth Management
Illinois
– -$259K -3,095 Closed
AWM
368
Aprio Wealth Management
Georgia
– -$253K -3,030 Closed
AWM
369
Alterna Wealth Management
Texas
– -$233K -2,785 Closed
SL
370
Sentinus LLC
Illinois
– -$221K -2,645 Closed
CA
371
Claro Advisors
Massachusetts
– -$216K -2,579 Closed
HHRDM
372
H&H Retirement Design & Management
Nevada
– -$201K -2,476 Closed
USCWA
373
U.S. Capital Wealth Advisors
Texas
– -$204K -2,440 Closed
CA
374
Continuum Advisory
Idaho
– -$50.8K -607 Closed
AWM
375
Abound Wealth Management
Tennessee
– -$41.5K -497 Closed
12 13 14
15
16