Phillips Financial Management, LLC Ishares Tr Transaction History
Phillips Financial Management, LLC
- $1.32 Billion
- Q2 2025
A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Phillips Financial Management, LLC holds 318,396 shares of INTF stock, worth $11.1 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
318,396
Previous 395,301
19.45%
Holding current value
$11.1 Million
Previous $12.2 Million
10.61%
% of portfolio
0.83%
Previous 0.98%
Shares
28 transactions
Others Institutions Holding INTF
# of Institutions
179Shares Held
50.2MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY8.58MShares$299 Million15.94% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.2MShares$112 Million5.78% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.73MShares$95.4 Million16.26% of portfolio
-
Invesco Ltd. Atlanta, GA2.52MShares$88 Million0.02% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$85.1 Million3.22% of portfolio