Phillips Financial Management, LLC Ishares Tr Edge Invt Grade Enh Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Edge Invt Grade Enh stock. As of the latest transaction made, Phillips Financial Management, LLC holds 450 shares of IGEB stock, worth $20,209. This represents 0.0% of its overall portfolio holdings.
Number of Shares
450
Previous 2,515
82.11%
Holding current value
$20,209
Previous $111,000
81.98%
% of portfolio
0.0%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IGEB
# of Institutions
230Shares Held
31.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.63MShares$298 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.21MShares$99.1 Million0.05% of portfolio
-
State Of New Jersey Common Pension Fund D1.42MShares$63.9 Million0.28% of portfolio
-
Black Rock Inc. New York, NY1.42MShares$63.8 Million0.0% of portfolio
-
Cwm, LLC987KShares$44.3 Million0.2% of portfolio