Bergan Kdv Wealth Management, LLC Ishares Tr Tips Bd ETF Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 482 shares of TIP stock, worth $52,027. This represents 0.01% of its overall portfolio holdings.

Number of Shares
482
Previous 620 22.26%
Holding current value
$52,027
Previous $68,000 25.0%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$107.1 - $111.15 $14,779 - $15,338
-138 Reduced 22.26%
482 $51,000
Q1 2023

Apr 27, 2023
BUY
$106.24 - $110.25 $46,108 - $47,848
434 Added 233.33%
620 $68,000
Q3 2022

Oct 24, 2022
BUY
$104.9 - $118.23 $1,363 - $1,536
13 Added 7.51%
186 $20,000
Q4 2021

Jan 28, 2022
SELL
$127.7 - $130.86 $49,930 - $51,166
-391 Reduced 69.33%
173 $22,000
Q3 2021

Nov 12, 2021
BUY
$127.3 - $130.61 $1,018 - $1,044
8 Added 1.44%
564 $72,000
Q2 2021

Aug 10, 2021
BUY
$125.2 - $128.01 $47,951 - $49,027
383 Added 221.39%
556 $71,000
Q2 2020

Aug 13, 2020
SELL
$118.46 - $123.2 $5,330 - $5,544
-45 Reduced 20.64%
173 $21,000
Q1 2019

May 09, 2019
SELL
$109.53 - $113.07 $1,862 - $1,922
-17 Reduced 7.23%
218 $25,000
Q4 2018

Feb 01, 2019
BUY
$108.28 - $110.37 $7,687 - $7,836
71 Added 43.29%
235 $26,000
Q2 2018

Jul 23, 2018
BUY
$111.06 - $113.18 $18,213 - $18,561
164 New
164 $19,000

Others Institutions Holding TIP

# of Institutions
1,087
Shares Held
125M
Call Options Held
17.9M
Put Options Held
18.1M
View Full List

About ISHARES TR TIPS BD ETF

TIP Quotes by TradingView
  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
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