A detailed history of Phillips Financial Management, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Phillips Financial Management, LLC holds 77,038 shares of IBDP stock, worth $1.94 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
77,038
Previous 89,805 14.22%
Holding current value
$1.94 Million
Previous $2.25 Million 13.96%
% of portfolio
0.16%
Previous 0.19%

Shares

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

Aug 08, 2024

SELL
$24.98 - $25.13 $318,919 - $320,834
-12,767 Reduced 14.22%
77,038 $1.94 Million
Q1 2024

Apr 23, 2024

BUY
$24.89 - $25.05 $286,409 - $288,250
11,507 Added 14.7%
89,805 $2.25 Million
Q4 2023

Jan 25, 2024

BUY
$24.66 - $24.91 $848,723 - $857,327
34,417 Added 78.43%
78,298 $1.95 Million
Q3 2023

Nov 09, 2023

BUY
$24.53 - $24.74 $122 - $123
5 Added 0.01%
43,881 $1.09 Million
Q2 2023

Aug 11, 2023

BUY
$24.51 - $24.65 $11,740 - $11,807
479 Added 1.1%
43,876 $1.08 Million
Q1 2023

May 08, 2023

BUY
$24.39 - $24.64 $1.06 Million - $1.07 Million
43,397 New
43,397 $1.07 Million

Others Institutions Holding IBDP

About ISHARES IBONDS DEC 2024 TERM C


  • Ticker IBDP
  • Sector ETFs
  • Industry ETFs
More about IBDP
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