Phillips Financial Management, LLC Ishares Tr Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 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 4,049 shares of IBDV stock, worth $86,891. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,049
Previous 3,481 16.32%
Holding current value
$86,891
Previous $74,000 20.27%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$21.11 - $22.24 $11,990 - $12,632
568 Added 16.32%
4,049 $89,000
Q2 2024

Aug 08, 2024
BUY
$20.82 - $21.38 $48,739 - $50,050
2,341 Added 205.35%
3,481 $74,000
Q1 2024

Apr 23, 2024
BUY
$21.16 - $21.68 $24,122 - $24,715
1,140 New
1,140 $24,000

Others Institutions Holding IBDV

# of Institutions
212
Shares Held
55.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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