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 243 shares of SHV stock, worth $26,793. This represents 0.0% of its overall portfolio holdings.

Number of Shares
243
Previous 243 -0.0%
Holding current value
$26,793
Previous $26,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$110.11 - $110.57 $23,563 - $23,661
214 Added 737.93%
243 $26,000
Q4 2023

Jan 25, 2024
BUY
$109.86 - $110.59 $3,185 - $3,207
29 New
29 $3,000
Q3 2022

Nov 08, 2022
BUY
$109.92 - $110.13 $27,480 - $27,532
250 New
250 $28,000

Others Institutions Holding SHV

# of Institutions
725
Shares Held
103M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

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