Phillips Financial Management, LLC Ishares Trust Ishares 1 5 Year Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Phillips Financial Management, LLC holds 12,235 shares of IGSB stock, worth $646,252. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,235
Previous 12,470 1.88%
Holding current value
$646,252
Previous $657,000 1.37%
% of portfolio
0.04%
Previous 0.05%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$52.39 - $53.11 $12,311 - $12,480
-235 Reduced 1.88%
12,235 $648,000
Q2 2025

Jul 30, 2025
BUY
$51.68 - $52.76 $12,403 - $12,662
240 Added 1.96%
12,470 $657,000
Q1 2025

Apr 30, 2025
BUY
$51.52 - $52.37 $51 - $52
1 Added 0.01%
12,230 $640,000
Q4 2024

Feb 10, 2025
BUY
$51.54 - $52.55 $154 - $157
3 Added 0.02%
12,229 $632,000
Q3 2024

Nov 07, 2024
BUY
$51.02 - $52.74 $102 - $105
2 Added 0.02%
12,226 $643,000
Q2 2024

Aug 08, 2024
SELL
$50.64 - $51.3 $32,713 - $33,139
-646 Reduced 5.02%
12,224 $626,000
Q1 2024

Apr 23, 2024
SELL
$50.95 - $51.48 $16,660 - $16,833
-327 Reduced 2.48%
12,870 $659,000
Q4 2023

Jan 25, 2024
BUY
$49.4 - $51.28 $61,700 - $64,048
1,249 Added 10.45%
13,197 $676,000
Q3 2023

Nov 09, 2023
SELL
$49.74 - $50.37 $13,628 - $13,801
-274 Reduced 2.24%
11,948 $595,000
Q2 2023

Aug 11, 2023
BUY
$50.02 - $50.76 $200 - $203
4 Added 0.03%
12,222 $613,000
Q1 2023

May 08, 2023
BUY
$49.56 - $50.75 $142,435 - $145,855
2,874 Added 30.76%
12,218 $617,000
Q4 2022

Jan 24, 2023
BUY
$48.63 - $50.19 $173,511 - $179,077
3,568 Added 61.77%
9,344 $0
Q3 2022

Nov 08, 2022
SELL
$49.08 - $51.27 $253,547 - $264,860
-5,166 Reduced 47.21%
5,776 $285,000
Q2 2022

Jul 22, 2022
SELL
$49.84 - $51.62 $163,824 - $169,674
-3,287 Reduced 23.1%
10,942 $553,000
Q1 2022

May 06, 2022
BUY
$51.49 - $53.86 $129,085 - $135,027
2,507 Added 21.39%
14,229 $736,000
Q4 2021

Feb 07, 2022
BUY
$53.82 - $54.66 $161 - $163
3 Added 0.03%
11,722 $632,000
Q3 2021

Nov 09, 2021
BUY
$54.6 - $54.92 $109 - $109
2 Added 0.02%
11,719 $640,000
Q2 2021

Aug 10, 2021
BUY
$54.57 - $54.92 $109 - $109
2 Added 0.02%
11,717 $642,000
Q1 2021

May 17, 2021
BUY
$54.5 - $55.17 $109 - $110
2 Added 0.02%
11,715 $641,000
Q4 2020

Feb 16, 2021
BUY
$54.79 - $55.17 $35,394 - $35,639
646 Added 5.84%
11,713 $646,000
Q3 2020

Nov 06, 2020
BUY
$54.69 - $55.09 $164 - $165
3 Added 0.03%
11,067 $608,000
Q2 2020

Aug 07, 2020
BUY
$51.96 - $54.73 $155 - $164
3 Added 0.03%
11,064 $605,000
Q1 2020

May 15, 2020
BUY
$47.21 - $54.5 $522,189 - $602,824
11,061 New
11,061 $575,000
Q4 2019

Feb 19, 2020
SELL
$53.49 - $53.82 $590,262 - $593,903
-11,035 Closed
0 $0
Q3 2019

Nov 12, 2019
BUY
$53.16 - $53.82 $586,620 - $593,903
11,035 New
11,035 $592,000

Others Institutions Holding IGSB

# of Institutions
1,093
Shares Held
314M
Call Options Held
10.2K
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

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  • Ticker IGSB
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