Phillips Financial Management, LLC Ishares Tr Transaction History

Phillips Financial Management, LLC

  • $1.19 Billion
  • Q1 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 20 shares of IYR stock, worth $1,749. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20
Previous 20 -0.0%
Holding current value
$1,749
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 25, 2024
SELL
$73.28 - $92.46 $3,444 - $4,345
-47 Reduced 70.15%
20 $1,000
Q1 2023

May 08, 2023
BUY
$78.73 - $95.24 $236 - $285
3 Added 4.69%
67 $5,000
Q3 2022

Nov 08, 2022
BUY
N/A
64 New
64 $5,000

Others Institutions Holding IYR

# of Institutions
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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