Phillips Financial Management, LLC Ishares Tr Tips Bd ETF Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 65,926 shares of TIP stock, worth $7.14 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
65,926
Previous 79,154
16.71%
Holding current value
$7.14 Million
Previous $8.45 Million
13.84%
% of portfolio
0.58%
Previous 0.71%
Shares
30 transactions
Others Institutions Holding TIP
# of Institutions
1,093Shares Held
109MCall Options Held
312KPut Options Held
185K-
Black Rock Inc. New York, NY35.6MShares$3.85 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC11.2MShares$1.22 Billion0.11% of portfolio
-
Morgan Stanley New York, NY4.39MShares$475 Million0.04% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.34MShares$361 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY2.88MShares$312 Million0.03% of portfolio