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

Phillips Financial Management, LLC

$1.25 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBTH

# of Institutions

199

Shares Held

32.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.23M
Shares

$71.4 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

3.05M
Shares

$67.5 Million
2.59% of portfolio
Bank Of America Corp Charlotte, NC

1.6M
Shares

$35.4 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

1.37M
Shares

$30.2 Million
0.21% of portfolio
Confluence Investment Management LLC

1.36M
Shares

$30 Million
0.43% of portfolio

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
Sector ETFs
Industry ETFs

More about IBTH

Track This Portfolio

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.