Phillips Financial Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Phillips Financial Management, LLC
- $1.22 Billion
- Q4 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 56,832 shares of IJR stock, worth $6.35 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
56,832
Previous 70,075
18.9%
Holding current value
$6.35 Million
Previous $8.2 Million
20.1%
% of portfolio
0.53%
Previous 0.65%
Shares
30 transactions
Others Institutions Holding IJR
# of Institutions
2,823Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.26 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.58 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.14 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.03 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.92 Billion0.46% of portfolio