Phillips Financial Management, LLC Ishares Tr Transaction History

Phillips Financial Management, LLC

  • $1.18 Billion
  • Q2 2024

A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,565 shares of GVI stock, worth $167,908. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,565
Previous 1,564 0.06%
Holding current value
$167,908
Previous $162,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$102.13 - $104.03 $102 - $104
1 Added 0.06%
1,565 $162,000
Q1 2024

Apr 23, 2024
SELL
$103.31 - $105.01 $14,876 - $15,121
-144 Reduced 8.43%
1,564 $162,000
Q4 2023

Jan 25, 2024
BUY
$100.06 - $104.91 $100 - $104
1 Added 0.06%
1,708 $178,000
Q3 2023

Nov 09, 2023
BUY
$101.01 - $103.51 $101 - $103
1 Added 0.06%
1,707 $172,000
Q1 2023

May 08, 2023
BUY
$101.58 - $105.07 $101 - $105
1 Added 0.06%
1,706 $178,000
Q4 2022

Jan 24, 2023
BUY
$100.23 - $103.85 $2,906 - $3,011
29 Added 1.73%
1,705 $0
Q3 2022

Nov 08, 2022
BUY
$101.17 - $107.13 $169,560 - $179,549
1,676 New
1,676 $170,000

Others Institutions Holding GVI

# of Institutions
275
Shares Held
25.7M
Call Options Held
0
Put Options Held
2.9K
View Full List

About ISHARES TR

GVI Quotes by TradingView
  • Ticker GVI
  • Sector ETFs
  • Industry ETFs
More about GVI
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email