Phillips Financial Management, LLC Ishares Tr Ibonds December 202 Transaction History

Phillips Financial Management, LLC

  • $1.18 Billion
  • Q2 2024

A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Phillips Financial Management, LLC holds 49,533 shares of IBMO stock, worth $1.26 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
49,533
Previous 43,603 13.6%
Holding current value
$1.26 Million
Previous $1.11 Million 13.48%
% of portfolio
0.11%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$25.16 - $25.33 $149,198 - $150,206
5,930 Added 13.6%
49,533 $1.25 Million
Q1 2024

Apr 23, 2024
SELL
$25.35 - $25.52 $191,417 - $192,701
-7,551 Reduced 14.76%
43,603 $1.11 Million
Q3 2023

Nov 09, 2023
SELL
$24.76 - $25.26 $284,913 - $290,666
-11,507 Reduced 18.36%
51,154 $1.27 Million
Q2 2023

Aug 11, 2023
BUY
$24.96 - $25.63 $98,691 - $101,341
3,954 Added 6.74%
62,661 $1.58 Million
Q1 2023

May 08, 2023
BUY
$24.99 - $25.64 $49,830 - $51,126
1,994 Added 3.52%
58,707 $1.5 Million
Q4 2022

Jan 24, 2023
BUY
$24.52 - $25.33 $535,075 - $552,751
21,822 Added 62.54%
56,713 $0
Q3 2022

Nov 08, 2022
BUY
$24.63 - $25.76 $287,259 - $300,438
11,663 Added 50.21%
34,891 $859,000
Q2 2022

Jul 22, 2022
BUY
$24.88 - $25.49 $16,843 - $17,256
677 Added 3.0%
23,228 $589,000
Q1 2022

May 06, 2022
BUY
$25.42 - $26.86 $29,614 - $31,291
1,165 Added 5.45%
22,551 $575,000
Q4 2021

Feb 07, 2022
BUY
$26.8 - $26.92 $221,582 - $222,574
8,268 Added 63.03%
21,386 $575,000
Q1 2021

May 17, 2021
BUY
$26.74 - $27.23 $350,775 - $357,203
13,118 New
13,118 $352,000

Others Institutions Holding IBMO

# of Institutions
165
Shares Held
17.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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  • Ticker IBMO
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