PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for IUSB


PHILLIPS FINANCIAL MANAGEMENT, LLC currently holds 25.5K shares with a market value of $1.2M. It started holding IUSB on 2024-09-30. At its peak, it held 48.1K shares on 2024-09-30. Its highest holding value was $2.3M on 2024-09-30. At its lowest, it held 25.5K shares on 2025-12-31, with a value of $1.2M on 2025-12-31. In the recent 180 days, PHILLIPS FINANCIAL MANAGEMENT, LLC has decreased its shares by 6.9K. In the recent year, PHILLIPS FINANCIAL MANAGEMENT, LLC has decreased its shares by 11.0K.


PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for IUSB