Phillips Financial Management, LLC Ishares Barclays Transaction History
Phillips Financial Management, LLC
- $1.32 Billion
- Q2 2025
A detailed history of Phillips Financial Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Phillips Financial Management, LLC holds 87 shares of IEF stock, worth $8,385. This represents 0.0% of its overall portfolio holdings.
Number of Shares
87Holding current value
$8,385% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IEF
# of Institutions
1,171Shares Held
305MCall Options Held
21.8MPut Options Held
4.72M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa57.7MShares$5.56 Billion2.23% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.71 Billion0.21% of portfolio
-
Morgan Stanley New York, NY12.5MShares$1.21 Billion0.08% of portfolio
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Envestnet Asset Management Inc12.4MShares$1.2 Billion0.37% of portfolio
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Ameriprise Financial Inc Minneapolis, MN11.7MShares$1.12 Billion0.29% of portfolio