PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for IWB


PHILLIPS FINANCIAL MANAGEMENT, LLC currently holds 10.7K shares with a market value of $3.9M. It started holding IWB on 2024-09-30. At its peak, it held 11.4K shares on 2024-09-30. Its highest holding value was $3.9M on 2025-09-30. At its lowest, it held 10.7K shares on 2025-09-30, with a value of $3.4M on 2025-03-31. In the recent 180 days, PHILLIPS FINANCIAL MANAGEMENT, LLC has decreased its shares by 517. In the recent year, PHILLIPS FINANCIAL MANAGEMENT, LLC has decreased its shares by 675.


PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for IWB