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 46,980 shares of IBMP stock, worth $1.19 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
46,980
Previous 44,996
4.41%
Holding current value
$1.19 Million
Previous $1.13 Million
3.71%
% of portfolio
0.1%
Previous 0.09%
Shares
9 transactions
Others Institutions Holding IBMP
# of Institutions
128Shares Held
16.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.51MShares$38.4 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO935KShares$23.7 Million0.06% of portfolio
-
Envestnet Asset Management Inc842KShares$21.4 Million0.01% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH791KShares$20.1 Million0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA764KShares$19.4 Million0.0% of portfolio