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

Independence Financial Advisors, LLC

  • $328 Billion
  • Q3 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 118,255 shares of ICVT stock, worth $11.6 Million. This represents 3.6% of its overall portfolio holdings.

Number of Shares
118,255
Previous 34,369 244.07%
Holding current value
$11.6 Million
Previous $3.1 Billion 282.08%
% of portfolio
3.6%
Previous 1.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
393
Shares Held
18.4M
Call Options Held
4.3K
Put Options Held
3.7K
View Full List

About ISHARES TR CONVERTIBLE BOND ET

ICVT Quotes by TradingView
  • Ticker ICVT
  • Sector ETFs
  • Industry ETFs
More about ICVT
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