Phillips Financial Management, LLC Ishares Tr Ibonds 2027 Term Hi Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding IBHG
# of Institutions
55Shares Held
4.02MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC540KShares$12.1 Million0.95% of portfolio
-
Commonwealth Equity Services, LLC366KShares$8.24 Million0.01% of portfolio
-
Commonwealth Financial Services, LLC Parkersburg, WV345KShares$7.76 Million1.51% of portfolio
-
High Tower Advisors, LLC Chicago, IL334KShares$7.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC312KShares$7 Million0.0% of portfolio