Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 48,291 shares of IBMN stock, worth $1.29 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
48,291
Previous 48,291 -0.0%
Holding current value
$1.29 Million
Previous $1.29 Million 0.08%
% of portfolio
0.09%
Previous 0.1%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$26.41 - $26.76 $197,731 - $200,352
7,487 Added 18.35%
48,291 $1.29 Million
Q4 2024

Feb 10, 2025
BUY
$26.55 - $26.67 $25,010 - $25,123
942 Added 2.36%
40,804 $1.09 Million
Q3 2024

Nov 07, 2024
SELL
$26.42 - $26.67 $24,887 - $25,123
-942 Reduced 2.31%
39,862 $1.06 Million
Q1 2024

Apr 23, 2024
SELL
$26.4 - $26.55 $187,677 - $188,743
-7,109 Reduced 14.84%
40,804 $1.08 Million
Q3 2023

Nov 09, 2023
SELL
$26.08 - $26.38 $275,326 - $278,493
-10,557 Reduced 18.06%
47,913 $1.25 Million
Q2 2023

Aug 11, 2023
BUY
$26.14 - $26.64 $98,939 - $100,832
3,785 Added 6.92%
58,470 $1.54 Million
Q1 2023

May 08, 2023
BUY
$26.16 - $26.7 $52,712 - $53,800
2,015 Added 3.83%
54,685 $1.46 Million
Q3 2022

Nov 08, 2022
BUY
$25.89 - $26.92 $278,679 - $289,766
10,764 Added 25.69%
52,670 $1.37 Million
Q2 2022

Jul 22, 2022
BUY
$26.16 - $26.71 $157,509 - $160,820
6,021 Added 16.78%
41,906 $1.12 Million
Q4 2021

Feb 07, 2022
BUY
$27.84 - $27.95 $452,455 - $454,243
16,252 Added 82.78%
35,885 $1 Million
Q3 2021

Nov 09, 2021
BUY
$27.95 - $28.15 $91,564 - $92,219
3,276 Added 20.03%
19,633 $549,000
Q2 2021

Aug 10, 2021
BUY
$27.92 - $28.12 $11,447 - $11,529
410 Added 2.57%
16,357 $458,000
Q1 2021

May 17, 2021
BUY
$27.83 - $28.23 $137,981 - $139,964
4,958 Added 45.12%
15,947 $445,000
Q4 2020

Feb 16, 2021
BUY
$27.99 - $28.2 $10,776 - $10,857
385 Added 3.63%
10,989 $310,000
Q3 2020

Nov 06, 2020
BUY
$27.86 - $28.21 $295,427 - $299,138
10,604 New
10,604 $298,000

Others Institutions Holding IBMN

# of Institutions
141
Shares Held
13.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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