Phillips Financial Management, LLC Ishares Tr Put Options Transaction History

Phillips Financial Management, LLC

$1.32 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding INTF

# of Institutions

177

Shares Held

50.3M

Call Options Held

0

Put Options Held

0

Northwestern Mutual Wealth Management CO

15.9M
Shares

$554 Million
0.4% of portfolio
Strategic Financial Services, Inc, Utica, NY

8.58M
Shares

$299 Million
15.94% of portfolio
Halbert Hargrove Global Advisors, LLC

3.2M
Shares

$112 Million
5.78% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.73M
Shares

$95.4 Million
16.26% of portfolio
Invesco Ltd. Atlanta, GA

2.52M
Shares

$88 Million
0.02% of portfolio

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