Phillips Financial Management, LLC Ishares Tr Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 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 1,140 shares of MBB stock, worth $105,301. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,140
Previous 1,308 12.84%
Holding current value
$105,301
Previous $120,000 9.17%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$90.85 - $96.66 $15,262 - $16,238
-168 Reduced 12.84%
1,140 $109,000
Q1 2024

Apr 23, 2024
SELL
$91.2 - $93.98 $4,377 - $4,511
-48 Reduced 3.54%
1,308 $120,000
Q4 2023

Jan 25, 2024
SELL
$85.82 - $94.55 $30,294 - $33,376
-353 Reduced 20.66%
1,356 $127,000
Q2 2023

Aug 11, 2023
SELL
$92.54 - $95.74 $23,135 - $23,935
-250 Reduced 12.76%
1,709 $159,000
Q3 2022

Nov 08, 2022
BUY
$90.51 - $100.53 $177,309 - $196,938
1,959 New
1,959 $179,000
Q2 2022

Jul 22, 2022
SELL
$94.4 - $101.46 $285,748 - $307,119
-3,027 Closed
0 $0
Q1 2022

May 06, 2022
BUY
$100.79 - $107.06 $305,091 - $324,070
3,027 New
3,027 $308,000

Others Institutions Holding MBB

# of Institutions
944
Shares Held
327M
Call Options Held
152K
Put Options Held
48.5K
View Full List

About ISHARES TR

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