Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Phillips Financial Management, LLC

  • $1.18 Billion
  • Q2 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 52,833 shares of IBTG stock, worth $1.2 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
52,833
Previous 52,242 1.13%
Holding current value
$1.2 Million
Previous $1.19 Million 0.93%
% of portfolio
0.1%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$22.46 - $22.66 $13,273 - $13,392
591 Added 1.13%
52,833 $1.2 Million
Q1 2024

Apr 23, 2024
BUY
$22.62 - $22.94 $503,114 - $510,231
22,242 Added 74.14%
52,242 $1.19 Million
Q4 2023

Jan 25, 2024
SELL
$22.32 - $22.86 $26,069 - $26,700
-1,168 Reduced 3.75%
30,000 $685,000
Q3 2023

Nov 09, 2023
BUY
$22.4 - $22.75 $246 - $250
11 Added 0.04%
31,168 $700,000
Q2 2023

Aug 11, 2023
BUY
$22.63 - $23.26 $226 - $232
10 Added 0.03%
31,157 $705,000
Q1 2023

May 08, 2023
BUY
$22.41 - $23.23 $698,004 - $723,544
31,147 New
31,147 $718,000

Others Institutions Holding IBTG

# of Institutions
209
Shares Held
38.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBTG Quotes by TradingView
  • Ticker IBTG
  • Sector ETFs
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More about IBTG
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