Phillips Financial Management, LLC Ishares Tr Transaction History

Phillips Financial Management, LLC

$1.45 Billion
Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Phillips Financial Management, LLC holds 371 shares of MBB stock, worth $35,270. This represents 0.0% of its overall portfolio holdings.

Number of Shares

371

Previous 450 17.56%

Holding current value

$35,270

Previous $42,000 16.67%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$92.46 - $95.73 $7,304 - $7,562	-79 Reduced 17.56%	371 $35,000
Q4 2024 Feb 10, 2025	SELL	$91.26 - $95.82 $62,969 - $66,115	-690 Reduced 60.53%	450 $41,000
Q3 2024 Nov 07, 2024	SELL	$90.85 - $96.66 $15,262 - $16,238	-168 Reduced 12.84%	1,140 $109,000
Q1 2024 Apr 23, 2024	SELL	$91.2 - $93.98 $4,377 - $4,511	-48 Reduced 3.54%	1,308 $120,000
Q4 2023 Jan 25, 2024	SELL	$85.82 - $94.55 $30,294 - $33,376	-353 Reduced 20.66%	1,356 $127,000

Q2 2023 Aug 11, 2023	SELL	$92.54 - $95.74 $23,135 - $23,935	-250 Reduced 12.76%	1,709 $159,000
Q3 2022 Nov 08, 2022	BUY	$90.51 - $100.53 $177,309 - $196,938	1,959 New	1,959 $179,000
Q2 2022 Jul 22, 2022	SELL	$94.4 - $101.46 $285,748 - $307,119	-3,027 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$100.79 - $107.06 $305,091 - $324,070	3,027 New	3,027 $308,000

Others Institutions Holding MBB

# of Institutions

1,071

Shares Held

395M

Call Options Held

130K

Put Options Held

272K

View Full List

About ISHARES TR

Ticker MBB
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Phillips Financial Management, LLC Ishares Tr Transaction History