Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2023 Ter Transaction History

Phillips Financial Management, LLC

$1.25 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$25.39 - $25.49 $99,884 - $100,277	3,934 Added 4.3%	95,447 $2.43 Million
Q4 2022 Jan 24, 2023	BUY	$25.26 - $25.42 $293,016 - $294,872	11,600 Added 14.52%	91,513 $0
Q3 2022 Nov 08, 2022	BUY	$25.25 - $25.56 $284,971 - $288,470	11,286 Added 16.45%	79,913 $2.02 Million
Q4 2021 Feb 07, 2022	BUY	$25.91 - $26.02 $734,548 - $737,667	28,350 Added 70.39%	68,627 $1.78 Million
Q2 2021 Aug 10, 2021	BUY	$26.07 - $26.2 $91,792 - $92,250	3,521 Added 9.58%	40,277 $1.05 Million
Q1 2021 May 17, 2021	BUY	$26.1 - $26.25 $112,308 - $112,953	4,303 Added 13.26%	36,756 $962,000
Q3 2020 Nov 06, 2020	BUY	$26.17 - $26.37 $301,112 - $303,413	11,506 Added 54.93%	32,453 $853,000
Q1 2020 May 15, 2020	BUY	$24.02 - $26.26 $36,822 - $40,256	1,533 Added 7.9%	20,947 $533,000
Q3 2019 Nov 12, 2019	BUY	$25.62 - $26.04 $497,386 - $505,540	19,414 New	19,414 $500,000

Others Institutions Holding IBML

# of Institutions

11

Shares Held

457K

Call Options Held

0

Put Options Held

0

About ISHARES TR IBONDS DEC 2023 TER

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