Wealth Forward, LLC Ishares Tr Tips Bd ETF Transaction History

Wealth Forward, LLC

$149 Billion
Q2 2025

A detailed history of Wealth Forward, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Wealth Forward, LLC holds 103,930 shares of TIP stock, worth $11.6 Million. This represents 7.69% of its overall portfolio holdings.

Number of Shares

103,930

Previous 103,079 0.83%

Holding current value

$11.6 Million

Previous $11.5 Billion 0.13%

% of portfolio

7.69%

Previous 8.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$107.93 - $110.97 $91,848 - $94,435	851 Added 0.83%	103,930 $11.4 Billion
Q1 2025 May 07, 2025	BUY	$106.22 - $111.09 $103,564 - $108,312	975 Added 0.95%	103,079 $11.5 Billion
Q4 2024 Jan 22, 2025	BUY	$106.33 - $110.69 $293,683 - $305,725	2,762 Added 2.78%	102,104 $10.9 Billion
Q3 2024 Oct 28, 2024	SELL	$105.92 - $110.83 $146,593 - $153,388	-1,384 Reduced 1.37%	99,342 $11 Billion
Q2 2024 Jul 19, 2024	BUY	$105.01 - $107.23 $70,671 - $72,165	673 Added 0.67%	100,726 $10.8 Billion
Q1 2024 May 07, 2024	BUY	$105.69 - $108.04 $386,825 - $395,426	3,660 Added 3.8%	100,053 $10.7 Billion
Q4 2023 Feb 21, 2024	BUY	$102.12 - $107.97 $9.84 Million - $10.4 Million	96,393 New	96,393 $10.4 Billion

Others Institutions Holding TIP

# of Institutions

1,138

Shares Held

122M

Call Options Held

16.5M

Put Options Held

16.7M

View Full List

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

More about TIP

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealth Forward, LLC with notifications on news.

Account

Wealth Forward, LLC Ishares Tr Tips Bd ETF Transaction History