Phillips Financial Management, LLC Ishares Ibonds 2024 Term High Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares Ibonds 2024 Term High stock. As of the latest transaction made, Phillips Financial Management, LLC holds 50,431 shares of IBHD stock, worth $1.17 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
50,431
Previous 50,431
-0.0%
Holding current value
$1.17 Million
Previous $1.17 Million
0.17%
% of portfolio
0.09%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding IBHD
# of Institutions
112Shares Held
7.85MCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO1.29MShares$29.9 Million18.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC485KShares$11.3 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL469KShares$10.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA464KShares$10.8 Million0.0% of portfolio
-
Asset Dedication, LLC327KShares$7.59 Million0.52% of portfolio