Phillips Financial Management, LLC Ishares Tr Transaction History
Phillips Financial Management, LLC
- $1.18 Billion
- Q2 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Phillips Financial Management, LLC holds 48,587 shares of IMTB stock, worth $2.16 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
48,587
Previous 53,352
8.93%
Holding current value
$2.16 Million
Previous $2.29 Million
9.57%
% of portfolio
0.17%
Previous 0.19%
Shares
9 transactions
Others Institutions Holding IMTB
# of Institutions
45Shares Held
3.2MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS1.13MShares$50.3 Million0.09% of portfolio
-
Fin Trust Capital Advisors, LLC503KShares$22.3 Million4.08% of portfolio
-
Destination Wealth Management414KShares$18.4 Million0.59% of portfolio
-
Royal Bank Of Canada Toronto, A6339KShares$15.1 Million0.0% of portfolio
-
Pfg Advisors136KShares$6.02 Million0.4% of portfolio