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
Others Institutions Holding IYE
# of Institutions
335Shares Held
15.4MCall Options Held
9.8KPut Options Held
1.1K-
Morgan Stanley New York, NY2.11MShares$100 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.45MShares$69.2 Million1.3% of portfolio
-
Bank Of America Corp Charlotte, NC1.24MShares$59 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.05MShares$50 Million0.01% of portfolio
-
Ubs Group Ag916KShares$43.6 Million0.01% of portfolio