Phillips Financial Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Phillips Financial Management, LLC

$1.25 Billion
Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Phillips Financial Management, LLC holds 94,310 shares of IBDQ stock, worth $2.36 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

94,310

Previous 92,804 1.62%

Holding current value

$2.36 Million

Previous $2.31 Million 2.6%

% of portfolio

0.19%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$24.78 - $25.11 $37,318 - $37,815	1,506 Added 1.62%	94,310 $2.37 Million
Q2 2024 Aug 08, 2024	BUY	$24.69 - $24.86 $374,127 - $376,703	15,153 Added 19.51%	92,804 $2.31 Million
Q1 2024 Apr 23, 2024	BUY	$24.7 - $24.84 $356,593 - $358,615	14,437 Added 22.84%	77,651 $1.93 Million
Q4 2023 Jan 25, 2024	BUY	$24.29 - $24.76 $471,687 - $480,814	19,419 Added 44.34%	63,214 $1.57 Million
Q3 2023 Nov 09, 2023	BUY	$24.29 - $24.48 $145 - $146	6 Added 0.01%	43,795 $1.07 Million
Q2 2023 Aug 11, 2023	BUY	$24.34 - $24.65 $11,707 - $11,856	481 Added 1.11%	43,789 $1.07 Million
Q1 2023 May 08, 2023	BUY	$24.13 - $24.64 $1.05 Million - $1.07 Million	43,308 New	43,308 $1.06 Million

Others Institutions Holding IBDQ

# of Institutions

396

Shares Held

82.5M

Call Options Held

Put Options Held

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About ISHARES IBONDS DEC 2025 TERM C

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Phillips Financial Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History