Phillips Financial Management, LLC Ishares Tr Ibonds 2026 Term Hi Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Ibonds 2026 Term Hi stock. As of the latest transaction made, Phillips Financial Management, LLC holds 25,436 shares of IBHF stock, worth $590,369. This represents 0.05% of its overall portfolio holdings.
Number of Shares
25,436
Previous 25,436
-0.0%
Holding current value
$590,369
Previous $582,000
2.23%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding IBHF
# of Institutions
89Shares Held
12.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.34MShares$54.2 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.1.19MShares$27.7 Million0.09% of portfolio
-
Ashton Thomas Private Wealth, LLC Scottsdale, AZ632KShares$14.7 Million0.78% of portfolio
-
Northwestern Mutual Wealth Management CO625KShares$14.5 Million0.01% of portfolio
-
Ruggaard & Associates LLC Twinsburg, OH575KShares$13.4 Million5.86% of portfolio