Phillips Financial Management, LLC Ishares Ibonds 2024 Term High Transaction History
Phillips Financial Management, LLC
- $1.19 Billion
- Q1 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 65,431 shares of IBHD stock, worth $1.51 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
65,431
Previous 65,000
0.66%
Holding current value
$1.51 Million
Previous $1.51 Million
1.13%
% of portfolio
0.13%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding IBHD
# of Institutions
126Shares Held
12.4MCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO1.29MShares$29.8 Million20.25% of portfolio
-
Arrow Financial Corp967KShares$22.4 Million2.27% of portfolio
-
Bank Of America Corp Charlotte, NC926KShares$21.4 Million0.0% of portfolio
-
Ae Wealth Management LLC626KShares$14.5 Million0.18% of portfolio
-
Baltimore Washington Financial Advisors, Inc.621KShares$14.4 Million0.92% of portfolio