Phillips Financial Management, LLC ISHARES TR Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025
Number of Shares
31,792
Previous 31,792 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
N/A
9,943 Added 45.51%
31,792 $0
Q1 2025

Apr 30, 2025
BUY
N/A
17,829 Added 443.51%
21,849 $0
Q2 2024

Aug 08, 2024
BUY
N/A
4,020 New
4,020 $0
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