Phillips Financial Management, LLC Ishares Ibonds 2025 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 2025 Term High stock. As of the latest transaction made, Phillips Financial Management, LLC holds 45,432 shares of IBHE stock, worth $1.05 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
45,432
Previous 60,432 24.82%
Holding current value
$1.05 Million
Previous $1.41 Million 25.14%
% of portfolio
0.09%
Previous 0.12%

Shares

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

Aug 08, 2024
SELL
$23.19 - $23.37 $347,850 - $350,550
-15,000 Reduced 24.82%
45,432 $1.06 Million
Q1 2024

Apr 23, 2024
BUY
$23.04 - $23.43 $240,353 - $244,421
10,432 Added 20.86%
60,432 $1.41 Million
Q4 2023

Jan 25, 2024
BUY
$22.62 - $23.26 $537,926 - $553,146
23,781 Added 90.7%
50,000 $1.16 Million
Q3 2023

Nov 09, 2023
BUY
$22.69 - $23.07 $521 - $530
23 Added 0.09%
26,219 $601,000
Q2 2023

Aug 11, 2023
BUY
$22.61 - $23.0 $474 - $483
21 Added 0.08%
26,196 $602,000
Q1 2023

May 08, 2023
BUY
$22.48 - $23.06 $588,414 - $603,595
26,175 New
26,175 $599,000

Others Institutions Holding IBHE

# of Institutions
107
Shares Held
13.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS 2025 TERM HIGH

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