Aletheian Wealth Advisors LLC Ishares Tr Tips Bd ETF Transaction History

Aletheian Wealth Advisors LLC

$170 Million
Q1 2025

A detailed history of Aletheian Wealth Advisors LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 2,985 shares of TIP stock, worth $326,230. This represents 0.19% of its overall portfolio holdings.

Number of Shares

2,985

Previous 2,341 27.51%

Holding current value

$326,230

Previous $249,000 32.53%

% of portfolio

0.19%

Previous 0.15%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$106.22 - $111.09 $68,405 - $71,541	644 Added 27.51%	2,985 $330,000
Q4 2024 Feb 14, 2025	BUY	$106.33 - $110.69 $6,805 - $7,084	64 Added 2.81%	2,341 $249,000
Q3 2024 Oct 25, 2024	SELL	$105.92 - $110.83 $33,152 - $34,689	-313 Reduced 12.08%	2,277 $251,000
Q2 2024 Jul 26, 2024	BUY	$105.01 - $107.23 $27,197 - $27,772	259 Added 11.11%	2,590 $276,000
Q1 2024 Apr 15, 2024	BUY	$105.69 - $108.04 $4,121 - $4,213	39 Added 1.7%	2,331 $250,000
Q4 2023 Jan 05, 2024	SELL	$102.12 - $107.97 $58,004 - $61,326	-568 Reduced 19.86%	2,292 $246,000
Q3 2023 Oct 04, 2023	SELL	$103.4 - $107.7 $36,293 - $37,802	-351 Reduced 10.93%	2,860 $296,000
Q2 2023 Jul 13, 2023	BUY	$107.1 - $111.15 $18,956 - $19,673	177 Added 5.83%	3,211 $345,000
Q1 2023 May 11, 2023	SELL	$106.24 - $110.25 $285,041 - $295,800	-2,683 Reduced 46.93%	3,034 $334,000
Q4 2022 Jan 17, 2023	SELL	$104.91 - $110.18 $454,994 - $477,850	-4,337 Reduced 43.14%	5,717 $0
Q3 2022 Oct 14, 2022	BUY	$104.9 - $118.23 $82,661 - $93,165	788 Added 8.5%	10,054 $1.06 Million
Q2 2022 Jul 11, 2022	BUY	$113.44 - $123.09 $1.05 Million - $1.14 Million	9,266 New	9,266 $1.06 Million

Others Institutions Holding TIP

# of Institutions

1,148

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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Aletheian Wealth Advisors LLC Ishares Tr Tips Bd ETF Transaction History