PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for IBMO

PHILLIPS FINANCIAL MANAGEMENT, LLC currently holds 59.2K shares with a market value of $1.5M. It started holding IBMO on 2024-09-30. At its peak, it held 59.2K shares on 2025-06-30. Its highest holding value was $1.5M on 2025-09-30. At its lowest, it held 48.7K shares on 2024-09-30, with a value of $1.2M on 2024-09-30. In the recent 180 days, PHILLIPS FINANCIAL MANAGEMENT, LLC has increased its shares by 0. In the recent year, PHILLIPS FINANCIAL MANAGEMENT, LLC has increased its shares by 9.7K.