Phillips Financial Management, LLC Ishares Tr Ibonds 2027 Term Hi Transaction History
Phillips Financial Management, LLC
- $1.22 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding IBHG
# of Institutions
75Shares Held
5.09MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO719KShares$16 Million0.01% of portfolio
-
Lbmc Investment Advisors, LLC540KShares$12 Million0.95% of portfolio
-
Commonwealth Equity Services, LLC381KShares$8.5 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL347KShares$7.74 Million0.01% of portfolio
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Commonwealth Financial Services, LLC Parkersburg, WV345KShares$7.7 Million1.51% of portfolio