Phillips Financial Management, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 80,145 shares of IBTE stock, worth $1.91 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
80,145
Previous 79,288 1.08%
Holding current value
$1.91 Million
Previous $1.9 Million 1.16%
% of portfolio
0.15%
Previous 0.16%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$23.88 - $24.01 $20,465 - $20,576
857 Added 1.08%
80,145 $1.92 Million
Q2 2024

Aug 08, 2024
SELL
$23.85 - $23.98 $477,000 - $479,600
-20,000 Reduced 20.14%
79,288 $1.9 Million
Q1 2024

Apr 23, 2024
BUY
$23.85 - $23.95 $69,284 - $69,574
2,905 Added 3.01%
99,288 $2.38 Million
Q4 2023

Jan 25, 2024
BUY
$23.75 - $23.91 $951,092 - $957,499
40,046 Added 71.08%
96,383 $2.3 Million
Q3 2023

Nov 09, 2023
BUY
$23.72 - $23.85 $45,993 - $46,245
1,939 Added 3.56%
56,337 $1.34 Million
Q2 2023

Aug 11, 2023
BUY
$23.77 - $24.01 $85,167 - $86,027
3,583 Added 7.05%
54,398 $1.29 Million
Q1 2023

May 08, 2023
BUY
$23.67 - $24.08 $1.03 Million - $1.05 Million
43,542 Added 598.68%
50,815 $1.22 Million
Q4 2022

Jan 24, 2023
BUY
$23.73 - $23.95 $172,588 - $174,188
7,273 New
7,273 $0

Others Institutions Holding IBTE

# of Institutions
295
Shares Held
61.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

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  • Ticker IBTE
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