PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for IBDR


PHILLIPS FINANCIAL MANAGEMENT, LLC currently holds 117.3K shares with a market value of $2.8M. It started holding IBDR on 2024-09-30. At its peak, it held 117.3K shares on 2025-12-31. Its highest holding value was $2.8M on 2025-12-31. At its lowest, it held 89.5K shares on 2025-06-30, with a value of $2.2M on 2024-12-31. In the recent 180 days, PHILLIPS FINANCIAL MANAGEMENT, LLC has increased its shares by 27.9K. In the recent year, PHILLIPS FINANCIAL MANAGEMENT, LLC has increased its shares by 27.5K.


PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for IBDR