Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Phillips Financial Management, LLC

  • $1.22 Billion
  • Q4 2024

A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 31,980 shares of IBDS stock, worth $767,520. This represents 0.06% of its overall portfolio holdings.

Number of Shares
31,980
Previous 21,980 45.5%
Holding current value
$767,520
Previous $535,000 43.18%
% of portfolio
0.06%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$23.88 - $24.32 $238,800 - $243,200
10,000 Added 45.5%
31,980 $766,000
Q3 2024

Nov 07, 2024
BUY
$23.63 - $24.42 $49,055 - $50,695
2,076 Added 10.43%
21,980 $535,000
Q2 2024

Aug 08, 2024
BUY
$23.48 - $23.77 $320,948 - $324,912
13,669 Added 219.23%
19,904 $472,000
Q1 2024

Apr 23, 2024
BUY
$23.67 - $24.03 $89,070 - $90,424
3,763 Added 152.22%
6,235 $148,000
Q4 2023

Jan 25, 2024
SELL
$22.84 - $23.94 $26,014 - $27,267
-1,139 Reduced 31.54%
2,472 $59,000
Q3 2023

Nov 09, 2023
BUY
$23.07 - $23.6 $253 - $259
11 Added 0.31%
3,611 $83,000
Q2 2023

Aug 11, 2023
BUY
$23.39 - $23.94 $257 - $263
11 Added 0.31%
3,600 $84,000
Q1 2023

May 08, 2023
BUY
$23.15 - $24.01 $25,858 - $26,819
1,117 Added 45.19%
3,589 $85,000
Q3 2022

Nov 08, 2022
BUY
$22.77 - $24.53 $56,287 - $60,638
2,472 New
2,472 $57,000

Others Institutions Holding IBDS

# of Institutions
372
Shares Held
99.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
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