Phillips Financial Management, LLC Ishares Tr North Amern Nat Res Transaction History
Phillips Financial Management, LLC
- $1.22 Billion
- Q4 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr North Amern Nat Res stock. As of the latest transaction made, Phillips Financial Management, LLC holds 17,939 shares of IGE stock, worth $791,648. This represents 0.06% of its overall portfolio holdings.
Number of Shares
17,939
Previous 18,043
0.58%
Holding current value
$791,648
Previous $795,000
3.65%
% of portfolio
0.06%
Previous 0.06%
Shares
22 transactions
Others Institutions Holding IGE
# of Institutions
157Shares Held
8.1MCall Options Held
1.1KPut Options Held
1K-
Assetmark, Inc1.21MShares$53.3 Million0.14% of portfolio
-
Morgan Stanley New York, NY953KShares$42 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC736KShares$32.5 Million0.0% of portfolio
-
Family Firm, Inc.493KShares$21.7 Million3.64% of portfolio
-
Citizens & Northern Corp438KShares$19.3 Million5.18% of portfolio