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 $112,672. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,515
Previous 3,080
18.34%
Holding current value
$112,672
Previous $138,000
19.57%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IGEB
# of Institutions
215Shares Held
29.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.49MShares$291 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.13MShares$95.5 Million0.05% of portfolio
-
Black Rock Inc. New York, NY1.42MShares$63.7 Million0.0% of portfolio
-
State Of New Jersey Common Pension Fund D1.17MShares$52.5 Million0.23% of portfolio
-
Cwm, LLC987KShares$44.2 Million0.2% of portfolio