Kingswood Wealth Advisors, LLC Ishares Tr Tips Bd ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,113 shares of TIP stock, worth $227,485. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,113
Previous 2,206 4.22%
Holding current value
$227,485
Previous $236 Million 0.95%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$105.92 - $110.83 $9,850 - $10,307
-93 Reduced 4.22%
2,113 $233 Million
Q2 2024

Jul 09, 2024
SELL
$105.01 - $107.23 $54,080 - $55,223
-515 Reduced 18.93%
2,206 $236 Million
Q1 2024

Apr 15, 2024
SELL
$105.69 - $108.04 $474,970 - $485,531
-4,494 Reduced 62.29%
2,721 $292 Million
Q4 2023

Jan 16, 2024
BUY
$102.12 - $107.97 $371,921 - $393,226
3,642 Added 101.93%
7,215 $776 Million
Q3 2023

Oct 23, 2023
BUY
$103.4 - $107.7 $369,448 - $384,812
3,573 New
3,573 $371 Million

Others Institutions Holding TIP

# of Institutions
1,088
Shares Held
106M
Call Options Held
313K
Put Options Held
186K
View Full List

About ISHARES TR TIPS BD ETF

TIP Quotes by TradingView
  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email