Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Phillips Financial Management, LLC
- $1.19 Billion
- Q1 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 6,235 shares of IBDS stock, worth $147,831. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,235
Previous 2,472
152.22%
Holding current value
$147,831
Previous $59,000
150.85%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding IBDS
# of Institutions
320Shares Held
75.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.85MShares$162 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.12MShares$121 Million10.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.75MShares$113 Million0.03% of portfolio
-
Capital Advisors Inc3.13MShares$74.3 Million1.62% of portfolio
-
Morgan Stanley New York, NY2.98MShares$70.6 Million0.01% of portfolio