Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,274 shares of IBDW stock, worth $26,410. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,274
Previous 1,274 -0.0%
Holding current value
$26,410
Previous $25,000 8.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2024
BUY
$19.84 - $20.44 $25,276 - $26,040
1,274 New
1,274 $25,000

Others Institutions Holding IBDW

# of Institutions
157
Shares Held
41.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email