Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Phillips Financial Management, LLC
- $1.22 Billion
- Q4 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 7,523 shares of IBDT stock, worth $188,300. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,523
Previous 7,523
-0.0%
Holding current value
$188,300
Previous $192,000
2.6%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding IBDT
# of Institutions
338Shares Held
78.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.67MShares$192 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.55MShares$88.9 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.78MShares$69.7 Million1.44% of portfolio
-
Capital Advisors Inc2.7MShares$67.5 Million1.38% of portfolio
-
Envestnet Asset Management Inc2.15MShares$53.7 Million0.02% of portfolio