A detailed history of Iht Wealth Management, LLC transactions in Phillips Edison & Company, Inc. stock. As of the latest transaction made, Iht Wealth Management, LLC holds 22,083 shares of PECO stock, worth $844,012. This represents 0.02% of its overall portfolio holdings.

Number of Shares
22,083
Previous 22,073 0.05%
Holding current value
$844,012
Previous $722,000 15.24%
% of portfolio
0.02%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$32.1 - $38.93 $321 - $389
10 Added 0.05%
22,083 $832,000
Q2 2024

Aug 14, 2024

BUY
$30.93 - $35.07 $309 - $350
10 Added 0.05%
22,073 $722,000
Q1 2024

May 15, 2024

BUY
$34.3 - $36.64 $308 - $329
9 Added 0.04%
22,063 $791,000
Q4 2023

Feb 14, 2024

BUY
$32.43 - $37.25 $324 - $372
10 Added 0.05%
22,054 $804,000
Q3 2023

Nov 14, 2023

SELL
$33.1 - $36.16 $43,394 - $47,405
-1,311 Reduced 5.61%
22,044 $739,000
Q2 2023

Aug 14, 2023

BUY
$28.14 - $34.09 $53,325 - $64,600
1,895 Added 8.83%
23,355 $795,000
Q1 2023

May 15, 2023

SELL
$30.04 - $34.47 $16,071 - $18,441
-535 Reduced 2.43%
21,460 $700,000
Q4 2022

Feb 14, 2023

SELL
$28.0 - $33.27 $1,036 - $1,230
-37 Reduced 0.17%
21,995 $700,000
Q3 2022

Nov 22, 2022

BUY
$27.33 - $35.13 $19,650 - $25,258
719 Added 3.37%
22,032 $618,000
Q2 2022

Aug 15, 2022

BUY
$31.26 - $36.04 $666,244 - $768,120
21,313 New
21,313 $712,000

Others Institutions Holding PECO

About Phillips Edison & Company, Inc.


  • Ticker PECO
  • Exchange NASDAQ
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 116,700,000
  • Market Cap $4.46B
  • Description
  • Phillips Edison & Company, Inc. (?PECO?), an internally-managed REIT, is one of the nation's largest owners and operators of grocery-anchored shopping centers. PECO's diversified portfolio of well-occupied neighborhood shopping centers features a mix of national and regional retailers selling necessity-based goods and services in fundamental...
More about PECO
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