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
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

About ISHARES TR EDGE INVT GRADE ENH


  • Ticker IGEB
  • Sector ETFs
  • Industry ETFs
More about IGEB
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