Phillips Financial Management, LLC Ishares Tr Russell 1000 ETF Transaction History
Phillips Financial Management, LLC
- $1.18 Billion
- Q2 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 11,479 shares of IWB stock, worth $3.66 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
11,479
Previous 11,677
1.7%
Holding current value
$3.66 Million
Previous $3.36 Million
1.55%
% of portfolio
0.29%
Previous 0.28%
Shares
27 transactions
Others Institutions Holding IWB
# of Institutions
1,355Shares Held
93MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.83 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.44 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.16 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$1.01 Billion3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$892 Million0.07% of portfolio