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 457 shares of IYE stock, worth $22,329. This represents 0.0% of its overall portfolio holdings.

Number of Shares
457
Previous 457 -0.0%
Holding current value
$22,329
Previous $22,000 4.55%
% 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
329
Shares Held
14.7M
Call Options Held
17.4K
Put Options Held
1.2K
View Full List

About ISHARES TR

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

Choose your preferred platform and Sign Up 👇 Telegram Email