Wealth Forward, LLC Ishares Tr Tips Bd ETF Transaction History

Wealth Forward, LLC

  • $143 Billion
  • Q3 2024

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 99,342 shares of TIP stock, worth $10.7 Million. This represents 7.7% of its overall portfolio holdings.

Number of Shares
99,342
Previous 100,726 1.37%
Holding current value
$10.7 Million
Previous $10.8 Billion 2.03%
% of portfolio
7.7%
Previous 8.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,085
Shares Held
110M
Call Options Held
1.55M
Put Options Held
1.46M
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 Wealth Forward, LLC Portfolio

Follow Wealth Forward, 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 Wealth Forward, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email