Phillips Financial Management, LLC Ishares S&P 100 ETF Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 90 shares of OEF stock, worth $23,942. This represents 0.0% of its overall portfolio holdings.

Number of Shares
90
Holding current value
$23,942
% of portfolio
0.0%

Shares

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

Oct 24, 2025
BUY
N/A
90 New
90 $23,000
Q1 2024

Apr 23, 2024
SELL
$219.81 - $247.98 $2,198 - $2,479
-10 Reduced 66.67%
5 $1,000
Q4 2023

Jan 25, 2024
BUY
$193.71 - $224.12 $2,905 - $3,361
15 New
15 $3,000

Others Institutions Holding OEF

# of Institutions
1,090
Shares Held
72.8M
Call Options Held
32.4K
Put Options Held
26.7K
View Full List

About ISHARES S&P 100 ETF

OEF Quotes by TradingView
  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
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