Independence Financial Advisors, LLC Ishares Tr Convertible Bond Et Transaction History

Independence Financial Advisors, LLC

$364 Billion
Q4 2025

A detailed history of Independence Financial Advisors, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Independence Financial Advisors, LLC holds 123,306 shares of ICVT stock, worth $12.1 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares

123,306

Previous 118,255 4.27%

Holding current value

$12.1 Million

Previous $11.8 Billion 2.66%

% of portfolio

3.34%

Previous 3.6%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$98.1 - $103.73 $495,503 - $523,940	5,051 Added 4.27%	123,306 $12.1 Billion
Q3 2025 Oct 24, 2025	BUY	$89.29 - $100.17 $7.49 Million - $8.4 Million	83,886 Added 244.07%	118,255 $11.8 Billion
Q2 2025 Aug 08, 2025	BUY	$78.98 - $90.1 $2.23 Million - $2.54 Million	28,196 Added 456.76%	34,369 $3.1 Billion
Q1 2025 May 08, 2025	BUY	$83.18 - $89.27 $513,470 - $551,063	6,173 New	6,173 $516 Million

Others Institutions Holding ICVT

# of Institutions

392

Shares Held

18.3M

Call Options Held

4.3K

Put Options Held

3.7K

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About ISHARES TR CONVERTIBLE BOND ET

Ticker ICVT
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Independence Financial Advisors, LLC Ishares Tr Convertible Bond Et Transaction History