Phillips Financial Management, LLC Ishares Tr Edge Invt Grade Enh Transaction History

Phillips Financial Management, LLC

  • $1.18 Billion
  • Q2 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 2,515 shares of IGEB stock, worth $116,620. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,515
Previous 3,080 18.34%
Holding current value
$116,620
Previous $138,000 19.57%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$43.4 - $44.71 $24,521 - $25,261
-565 Reduced 18.34%
2,515 $111,000
Q4 2022

Jan 24, 2023
BUY
$41.26 - $44.57 $18,567 - $20,056
450 Added 17.11%
3,080 $0
Q3 2022

Nov 08, 2022
BUY
$42.02 - $46.16 $110,512 - $121,400
2,630 New
2,630 $111,000

Others Institutions Holding IGEB

# of Institutions
201
Shares Held
28.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR EDGE INVT GRADE ENH

IGEB Quotes by TradingView
  • Ticker IGEB
  • Sector ETFs
  • Industry ETFs
More about IGEB
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email