PHILLIPS FINANCIAL MANAGEMENT, LLC IXUS Holdings History
PHILLIPS FINANCIAL MANAGEMENT, LLC's iShares Core MSCI Total International Stock ETF Holding Summary
As of 2025-03-31, PHILLIPS FINANCIAL MANAGEMENT, LLC held 544,978.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $38.04 Mil. This investment constitutes 2.94% of their stock portfolio, and PHILLIPS FINANCIAL MANAGEMENT, LLC now holds 0.09% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.
The initial trade took place in 2018Q3. And since then PHILLIPS FINANCIAL MANAGEMENT, LLC has made 18 purchases of IXUS, at an average price of $61.98, for a total of 989,173.00 shares. In addition, there have been 9 sales at an average price of $65.84 for 444,195.00 shares. Based on historical transaction data and IXUS's current price of $77.40, PHILLIPS FINANCIAL MANAGEMENT, LLC's estimated gain on his IXUS holdings is $10.11 Mil, reflecting a 16.50% gain to date.
PHILLIPS FINANCIAL MANAGEMENT, LLC IXUS ($77.40) Holding Chart
PHILLIPS FINANCIAL MANAGEMENT, LLC IXUS ($77.40) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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