Phillips Financial Management, LLC Ishares Tr Call Options Transaction History

Phillips Financial Management, LLC

$1.25 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBDV

# of Institutions

212

Shares Held

55.5M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

4.3M
Shares

$92.4 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

3.46M
Shares

$74.3 Million
0.01% of portfolio
Capital Investment Advisors, LLC

2.89M
Shares

$62 Million
1.28% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.66M
Shares

$57.1 Million
0.02% of portfolio
Aptus Capital Advisors, LLC

2.6M
Shares

$55.9 Million
0.92% of portfolio

About ISHARES TR

Ticker IBDV
Sector Technology

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