Phillips Financial Management, LLC Ishares Ibonds 2025 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 2025 Term High stock. As of the latest transaction made, Phillips Financial Management, LLC holds 45,432 shares of IBHE stock, worth $1.06 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
45,432
Previous 45,432
-0.0%
Holding current value
$1.06 Million
Previous $1.06 Million
0.09%
% of portfolio
0.08%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding IBHE
# of Institutions
114Shares Held
13.7MCall Options Held
0Put Options Held
0-
Arrow Financial Corp1.44MShares$33.4 Million3.14% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL907KShares$21.1 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC804KShares$18.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA765KShares$17.8 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO708KShares$16.5 Million0.01% of portfolio