Phillips Financial Management, LLC Ishares Tr Transaction History

Phillips Financial Management, LLC

  • $1.22 Billion
  • Q4 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 457 shares of IYE stock, worth $21,766. This represents 0.0% of its overall portfolio holdings.

Number of Shares
457
Previous 457 -0.0%
Holding current value
$21,766
Previous $21,000 4.76%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 08, 2023
BUY
$40.63 - $49.07 $4,306 - $5,201
106 Added 30.2%
457 $19,000
Q3 2022

Nov 08, 2022
BUY
$36.07 - $45.64 $12,660 - $16,019
351 New
351 $14,000

Others Institutions Holding IYE

# of Institutions
335
Shares Held
15.4M
Call Options Held
9.8K
Put Options Held
1.1K
View Full List

About ISHARES TR

IYE Quotes by TradingView
  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
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