Phillips Financial Management, LLC Ishares Ibonds 2024 Term High Transaction History

Phillips Financial Management, LLC

  • $1.18 Billion
  • Q2 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 0.1% of its overall portfolio holdings.

Number of Shares
50,431
Previous 65,431 22.92%
Holding current value
$1.17 Million
Previous $1.53 Million 23.15%
% of portfolio
0.1%
Previous 0.13%

Shares

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

Aug 08, 2024
SELL
$23.14 - $23.28 $347,100 - $349,200
-15,000 Reduced 22.92%
50,431 $1.17 Million
Q1 2024

Apr 23, 2024
BUY
$23.16 - $23.38 $9,981 - $10,076
431 Added 0.66%
65,431 $1.53 Million
Q4 2023

Jan 25, 2024
BUY
$23.0 - $23.3 $777,262 - $787,400
33,794 Added 108.29%
65,000 $1.51 Million
Q3 2023

Nov 09, 2023
BUY
$22.91 - $23.24 $481 - $488
21 Added 0.07%
31,206 $723,000
Q2 2023

Aug 11, 2023
BUY
$22.78 - $23.08 $478 - $484
21 Added 0.07%
31,185 $719,000
Q1 2023

May 08, 2023
BUY
$22.73 - $23.23 $708,357 - $723,939
31,164 New
31,164 $720,000

Others Institutions Holding IBHD

# of Institutions
120
Shares Held
10M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS 2024 TERM HIGH

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