Shared Vision Wealth Group LLC Ishares Tr Tips Bd ETF Transaction History

Shared Vision Wealth Group LLC

$183 Billion
Q1 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 2,772 shares of TIP stock, worth $300,900. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,772

Previous 3,096 10.47%

Holding current value

$300,900

Previous $330 Million 6.66%

% of portfolio

0.17%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$106.22 - $111.09 $34,415 - $35,993	-324 Reduced 10.47%	2,772 $308 Million
Q4 2024 Feb 06, 2025	SELL	$106.33 - $110.69 $35,195 - $36,638	-331 Reduced 9.66%	3,096 $330 Million
Q3 2024 Nov 12, 2024	SELL	$105.92 - $110.83 $671,744 - $702,883	-6,342 Reduced 64.92%	3,427 $379 Million
Q2 2024 Jul 23, 2024	SELL	$105.01 - $107.23 $138,613 - $141,543	-1,320 Reduced 11.9%	9,769 $1.04 Billion
Q1 2024 May 06, 2024	BUY	$105.69 - $108.04 $285,257 - $291,599	2,699 Added 32.17%	11,089 $1.19 Billion
Q4 2023 Feb 07, 2024	BUY	$102.12 - $107.97 $856,786 - $905,868	8,390 New	8,390 $902 Million

Others Institutions Holding TIP

# of Institutions

1,150

Shares Held

121M

Call Options Held

16.5M

Put Options Held

17M

View Full List

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

More about TIP

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Shared Vision Wealth Group LLC Ishares Tr Tips Bd ETF Transaction History