Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Phillips Financial Management, LLC
- $1.22 Billion
- Q4 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 55,258 shares of IBTG stock, worth $1.26 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
55,258
Previous 53,726
2.85%
Holding current value
$1.26 Million
Previous $1.24 Million
1.69%
% of portfolio
0.1%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding IBTG
# of Institutions
258Shares Held
57MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.01MShares$91.8 Million1.58% of portfolio
-
Morgan Stanley New York, NY3.6MShares$82.2 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH3.43MShares$78.3 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$61.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.33MShares$53.3 Million1.1% of portfolio