A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Phillips Financial Management, LLC holds 200 shares of IHI stock, worth $12,068. This represents 0.0% of its overall portfolio holdings.

Number of Shares
200
Previous 200 -0.0%
Holding current value
$12,068
Previous $11,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2024

BUY
$54.36 - $57.86 $5,436 - $5,786
100 Added 100.0%
200 $11,000
Q1 2024

Apr 23, 2024

BUY
$52.72 - $58.68 $527 - $586
10 Added 11.11%
100 $5,000
Q4 2023

Jan 25, 2024

BUY
$44.46 - $54.12 $4,001 - $4,870
90 New
90 $4,000

Others Institutions Holding IHI

About ISHARES TR DOW JONES US MEDICA


  • Ticker IHI
  • Sector ETFs
  • Industry ETFs
More about IHI
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.