Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History
Phillips Financial Management, LLC
- $1.19 Billion
- Q1 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 99,288 shares of IBTE stock, worth $2.37 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
99,288
Previous 96,383
3.01%
Holding current value
$2.37 Million
Previous $2.3 Million
3.35%
% of portfolio
0.2%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding IBTE
# of Institutions
297Shares Held
92MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC21.4MShares$512 Million1.71% of portfolio
-
Bank Of America Corp Charlotte, NC5.35MShares$128 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.66MShares$87.5 Million1.63% of portfolio
-
Morgan Stanley New York, NY3.4MShares$81.1 Million0.01% of portfolio
-
Ubs Group Ag2.37MShares$56.7 Million0.01% of portfolio