Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Phillips Financial Management, LLC

  • $1.24 Billion
  • Q1 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 13,547 shares of IBTH stock, worth $305,755. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,547
Previous 12,896 5.05%
Holding current value
$305,755
Previous $286,000 5.94%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$22.11 - $22.43 $14,393 - $14,601
651 Added 5.05%
13,547 $303,000
Q4 2024

Feb 10, 2025
BUY
$22.1 - $22.59 $285,001 - $291,320
12,896 New
12,896 $286,000
Q3 2023

Nov 09, 2023
BUY
$21.77 - $22.29 $239 - $245
11 Added 0.93%
1,191 $26,000
Q2 2023

Aug 11, 2023
BUY
$22.15 - $22.9 $243 - $251
11 Added 0.94%
1,180 $26,000
Q1 2023

May 08, 2023
BUY
$21.92 - $22.83 $25,624 - $26,688
1,169 New
1,169 $26,000

Others Institutions Holding IBTH

# of Institutions
240
Shares Held
46.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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