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
Others Institutions Holding IBMO
# of Institutions
165Shares Held
17.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.51MShares$38.6 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO981KShares$25 Million0.06% of portfolio
-
Envestnet Asset Management Inc884KShares$22.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY866KShares$22.1 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH773KShares$19.7 Million0.34% of portfolio