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

Phillips Financial Management, LLC

$1.25 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBMP

# of Institutions

142

Shares Held

17.7M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.62M
Shares

$40.6 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

958K
Shares

$24.1 Million
0.05% of portfolio
Envestnet Asset Management Inc

878K
Shares

$22.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

836K
Shares

$21 Million
0.0% of portfolio
Clearstead Advisors, LLC Cleveland, OH

811K
Shares

$20.4 Million
0.33% of portfolio

About ISHARES TR IBONDS DECEMBER 202

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