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

Phillips Financial Management, LLC

  • $1.32 Billion
  • Q2 2025

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 56,799 shares of IBMP stock, worth $1.44 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
56,799
Previous 46,980 20.9%
Holding current value
$1.44 Million
Previous $1.19 Million 21.23%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Jul 30, 2025
BUY
$24.98 - $25.35 $245,278 - $248,911
9,819 Added 20.9%
56,799 $1.44 Million
Q4 2024

Feb 10, 2025
BUY
$25.08 - $25.43 $49,357 - $50,046
1,968 Added 4.37%
46,980 $1.18 Million
Q3 2024

Nov 07, 2024
SELL
$24.92 - $25.47 $49,042 - $50,124
-1,968 Reduced 4.19%
45,012 $1.15 Million
Q2 2024

Aug 08, 2024
BUY
$24.83 - $25.08 $49,262 - $49,758
1,984 Added 4.41%
46,980 $1.17 Million
Q1 2024

Apr 23, 2024
SELL
$25.17 - $25.41 $121,445 - $122,603
-4,825 Reduced 9.68%
44,996 $1.13 Million
Q4 2023

Jan 25, 2024
BUY
$24.36 - $25.42 $528,124 - $551,105
21,680 Added 77.04%
49,821 $1.27 Million
Q3 2023

Nov 09, 2023
SELL
$24.48 - $25.15 $280,222 - $287,892
-11,447 Reduced 28.92%
28,141 $688,000
Q2 2023

Aug 11, 2023
BUY
$24.82 - $25.61 $98,187 - $101,313
3,956 Added 11.1%
39,588 $992,000
Q4 2022

Jan 24, 2023
BUY
$24.29 - $25.21 $193,688 - $201,024
7,974 Added 28.83%
35,632 $0
Q3 2022

Nov 08, 2022
BUY
$24.39 - $25.71 $275,436 - $290,343
11,293 Added 69.01%
27,658 $675,000
Q4 2021

Feb 07, 2022
BUY
$26.86 - $27.05 $87,832 - $88,453
3,270 Added 24.97%
16,365 $443,000
Q2 2021

Aug 10, 2021
BUY
$26.95 - $27.23 $352,910 - $356,576
13,095 New
13,095 $355,000

Others Institutions Holding IBMP

# of Institutions
183
Shares Held
20.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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  • Ticker IBMP
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