Phillips Financial Management, LLC Ishares Tr North Amern Nat Res Transaction History
Phillips Financial Management, LLC
- $1.18 Billion
- Q2 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr North Amern Nat Res stock. As of the latest transaction made, Phillips Financial Management, LLC holds 18,486 shares of IGE stock, worth $813,199. This represents 0.07% of its overall portfolio holdings.
Number of Shares
18,486
Previous 19,151
3.47%
Holding current value
$813,199
Previous $861,000
5.57%
% of portfolio
0.07%
Previous 0.07%
Shares
20 transactions
Others Institutions Holding IGE
# of Institutions
145Shares Held
6.29MCall Options Held
800Put Options Held
4.6K-
Morgan Stanley New York, NY854KShares$37.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC667KShares$29.3 Million0.0% of portfolio
-
Family Firm, Inc.481KShares$21.2 Million2.36% of portfolio
-
Envestnet Asset Management Inc414KShares$18.2 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY294KShares$12.9 Million0.0% of portfolio