Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2023 Ter Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023
BUY
$24.7 - $24.83 $47,251 - $47,499
1,913 Added 3.85%
51,566 $1.28 Million
Q2 2023

Aug 11, 2023
BUY
$24.71 - $24.81 $83,223 - $83,560
3,368 Added 7.28%
49,653 $1.23 Million
Q1 2023

May 08, 2023
BUY
$24.67 - $24.81 $891,376 - $896,434
36,132 Added 355.88%
46,285 $1.15 Million
Q4 2022

Jan 24, 2023
BUY
$24.66 - $24.75 $250,372 - $251,286
10,153 New
10,153 $0

Others Institutions Holding IBTD

# of Institutions
9
Shares Held
477K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2023 TER

IBTD Quotes by TradingView
  • Ticker IBTD
  • Sector ETFs
  • Industry ETFs
More about IBTD
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email