Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Phillips Financial Management, LLC

  • $1.18 Billion
  • Q2 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 $191,610. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,523
Previous 5,509 36.56%
Holding current value
$191,610
Previous $137,000 35.77%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Aug 08, 2024
BUY
$24.4 - $24.86 $49,141 - $50,068
2,014 Added 36.56%
7,523 $186,000
Q1 2024

Apr 23, 2024
BUY
$24.69 - $25.14 $78,933 - $80,372
3,197 Added 138.28%
5,509 $137,000
Q3 2022

Nov 08, 2022
BUY
$23.63 - $25.66 $54,632 - $59,325
2,312 New
2,312 $55,000

Others Institutions Holding IBDT

# of Institutions
290
Shares Held
59.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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