Phillips Financial Management, LLC Ishares Tr Convertible Bond Et Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,350 shares of ICVT stock, worth $132,435. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,350
Previous 1,371 1.53%
Holding current value
$132,435
Previous $123,000 9.76%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$89.29 - $100.17 $1,875 - $2,103
-21 Reduced 1.53%
1,350 $135,000
Q2 2025

Jul 30, 2025
BUY
$78.98 - $90.1 $108,281 - $123,527
1,371 New
1,371 $123,000

Others Institutions Holding ICVT

# of Institutions
394
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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