Phillips Financial Management, LLC Ishares Tr North Amern Nat Res Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 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 18,043 shares of IGE stock, worth $766,827. This represents 0.06% of its overall portfolio holdings.

Number of Shares
18,043
Previous 18,486 2.4%
Holding current value
$766,827
Previous $813,000 2.21%
% of portfolio
0.06%
Previous 0.07%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$42.07 - $45.59 $18,637 - $20,196
-443 Reduced 2.4%
18,043 $795,000
Q2 2024

Aug 08, 2024
SELL
$42.73 - $46.5 $28,415 - $30,922
-665 Reduced 3.47%
18,486 $813,000
Q1 2024

Apr 23, 2024
SELL
$38.73 - $44.99 $14,136 - $16,421
-365 Reduced 1.87%
19,151 $861,000
Q4 2023

Jan 25, 2024
SELL
$39.02 - $42.38 $975 - $1,059
-25 Reduced 0.13%
19,516 $794,000
Q3 2023

Nov 09, 2023
SELL
$37.81 - $43.27 $1,814 - $2,076
-48 Reduced 0.25%
19,541 $812,000
Q2 2023

Aug 11, 2023
SELL
$36.42 - $41.09 $9,687 - $10,929
-266 Reduced 1.34%
19,589 $760,000
Q1 2023

May 08, 2023
SELL
$36.54 - $43.51 $2,302 - $2,741
-63 Reduced 0.32%
19,855 $777,000
Q4 2022

Jan 24, 2023
SELL
$36.55 - $43.66 $9,868 - $11,788
-270 Reduced 1.34%
19,918 $0
Q3 2022

Nov 08, 2022
SELL
$33.17 - $40.89 $26,768 - $32,998
-807 Reduced 3.84%
20,188 $702,000
Q2 2022

Jul 22, 2022
BUY
$35.4 - $45.43 $127,369 - $163,457
3,598 Added 20.68%
20,995 $755,000
Q2 2020

Aug 07, 2020
BUY
$16.04 - $24.9 $14,403 - $22,360
898 Added 5.44%
17,397 $377,000
Q1 2020

May 15, 2020
BUY
$13.93 - $30.29 $70,304 - $152,873
5,047 Added 44.07%
16,499 $265,000
Q3 2019

Nov 12, 2019
SELL
$29.08 - $30.68 $15,935 - $16,812
-548 Reduced 4.57%
11,452 $333,000
Q2 2019

Aug 06, 2019
SELL
N/A
-4,478 Reduced 27.18%
12,000 $368,000
Q1 2019

May 07, 2019
SELL
N/A
-5,354 Reduced 24.52%
16,478 $524,000
Q4 2018

Feb 04, 2019
SELL
N/A
-15,030 Reduced 40.77%
21,832 $593,000
Q3 2018

Nov 14, 2018
SELL
N/A
-4,579 Reduced 11.05%
36,862 $1.34 Million
Q2 2018

Aug 09, 2018
SELL
N/A
-94 Reduced 0.23%
41,441 $1.51 Million
Q1 2018

May 11, 2018
BUY
N/A
567 Added 1.38%
41,535 $1.37 Million
Q4 2017

Feb 01, 2018
SELL
N/A
-1,482 Reduced 3.49%
40,968 $1.51 Million
Q2 2017

Aug 11, 2017
BUY
N/A
42,450
42,450 $1.38 Million

Others Institutions Holding IGE

# of Institutions
146
Shares Held
6.87M
Call Options Held
300
Put Options Held
100
View Full List

About ISHARES TR NORTH AMERN NAT RES

IGE Quotes by TradingView
  • Ticker IGE
  • Sector ETFs
  • Industry ETFs
More about IGE
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