Phillips Financial Management, LLC Ishares U.S. Fixed Income Bala Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 09, 2021
SELL
$100.27 - $101.41 $2 Million - $2.02 Million
-19,950 Closed
0 $0
Q2 2021

Aug 10, 2021
BUY
$99.76 - $100.64 $182,560 - $184,171
1,830 Added 10.1%
19,950 $2.01 Million
Q1 2021

May 17, 2021
BUY
$99.48 - $102.61 $61,976 - $63,926
623 Added 3.56%
18,120 $1.81 Million
Q4 2020

Feb 16, 2021
BUY
$101.21 - $102.6 $42,811 - $43,399
423 Added 2.48%
17,497 $1.8 Million
Q3 2020

Nov 06, 2020
SELL
$101.09 - $102.67 $105,942 - $107,598
-1,048 Reduced 5.78%
17,074 $1.73 Million
Q2 2020

Aug 07, 2020
SELL
$96.79 - $101.79 $36,780 - $38,680
-380 Reduced 2.05%
18,122 $1.84 Million
Q1 2020

May 15, 2020
BUY
$90.89 - $102.94 $77,074 - $87,293
848 Added 4.8%
18,502 $1.8 Million
Q4 2019

Feb 19, 2020
BUY
$101.07 - $102.0 $437,329 - $441,354
4,327 Added 32.47%
17,654 $1.8 Million
Q3 2019

Nov 12, 2019
BUY
$100.58 - $101.63 $28,564 - $28,862
284 Added 2.18%
13,327 $1.35 Million
Q2 2019

Aug 06, 2019
BUY
$98.89 - $101.22 $149,027 - $152,538
1,507 Added 13.06%
13,043 $1.32 Million
Q1 2019

May 07, 2019
BUY
$95.6 - $99.44 $1.1 Million - $1.15 Million
11,536 New
11,536 $1.14 Million

Others Institutions Holding FIBR

# of Institutions
26
Shares Held
466K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. FIXED INCOME BALA

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