Ishares Tr shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 357k | 69.08 |
| 2025-06-30 | $24M | 379k | 64.13 |
| 2025-03-31 | $23M | 389k | 57.88 |
| 2024-12-31 | $25M | 418k | 60.35 |
| 2024-09-30 | $29M | 501k | 58.77 |
| 2024-06-30 | $30M | 535k | 55.69 |
| 2024-03-31 | $32M | 596k | 53.81 |
| 2023-12-31 | $32M | 670k | 48.29 |
| 2023-09-30 | $37M | 853k | 43.32 |
| 2023-06-30 | $41M | 919k | 44.56 |
| 2023-03-31 | $41M | 990k | 41.44 |
| 2022-12-31 | $40M | 1.0M | 39.01 |
| 2022-09-30 | $43M | 1.2M | 36.22 |
| 2022-06-30 | $47M | 1.2M | 37.90 |
| 2022-03-31 | $62M | 1.4M | 44.48 |
| 2021-12-31 | $62M | 1.3M | 46.56 |
| 2021-09-30 | $55M | 1.3M | 42.14 |
| 2021-06-30 | $44M | 1.0M | 42.83 |
| 2021-03-31 | $30M | 727k | 40.64 |
| 2020-12-31 | $28M | 729k | 37.67 |
| 2020-09-30 | $25M | 745k | 33.20 |
| 2020-06-30 | $23M | 745k | 31.07 |
| 2020-03-31 | $17M | 681k | 25.17 |
| 2019-12-31 | $22M | 639k | 34.48 |
| 2019-09-30 | $19M | 579k | 31.92 |
| 2019-06-30 | $17M | 525k | 31.97 |
| 2019-03-31 | $14M | 435k | 31.46 |
| 2018-12-31 | $8.4M | 302k | 27.86 |
| 2018-09-30 | $1.9M | 57k | 33.67 |
| 2018-06-30 | $675k | 21k | 32.02 |
| 2018-03-31 | $339k | 11k | 31.16 |
More positions owned by Phillips Financial Management
View all positions for Phillips Financial Management