Phillips Financial Management, LLC Ishares Inc Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares Inc stock. As of the latest transaction made, Phillips Financial Management, LLC holds 3,691 shares of EPP stock, worth $188,794. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,691
Previous 4,138 10.8%
Holding current value
$188,794
Previous $204,000 6.86%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 24, 2025
SELL
$48.87 - $52.69 $21,844 - $23,552
-447 Reduced 10.8%
3,691 $190,000
Q1 2025

Apr 30, 2025
SELL
$43.24 - $46.56 $10,550 - $11,360
-244 Reduced 5.57%
4,138 $182,000
Q2 2023

Aug 11, 2023
SELL
$41.32 - $44.93 $11,239 - $12,220
-272 Reduced 5.84%
4,382 $185,000
Q3 2022

Nov 08, 2022
BUY
$37.52 - $44.33 $174,618 - $206,311
4,654 New
4,654 $175,000
Q2 2022

Jul 22, 2022
SELL
$40.54 - $50.24 $188,673 - $233,816
-4,654 Closed
0 $0
Q1 2022

May 06, 2022
BUY
$44.96 - $49.95 $209,243 - $232,467
4,654 New
4,654 $229,000

Others Institutions Holding EPP

# of Institutions
197
Shares Held
28.2M
Call Options Held
0
Put Options Held
4.8K
View Full List

About ISHARES INC

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