Cahill Financial Advisors Inc Ishares Tr Tips Bd ETF Transaction History

Cahill Financial Advisors Inc

$717 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	SELL	$106.24 - $110.25 $666,443 - $691,598	-6,273 Reduced 69.05%	2,812 $310,000
Q4 2022 Feb 14, 2023	SELL	$104.91 - $110.18 $3.25 Million - $3.41 Million	-30,939 Reduced 77.3%	9,085 $967,000
Q3 2022 Nov 14, 2022	BUY	$104.9 - $118.23 $424,320 - $478,240	4,045 Added 11.24%	40,024 $4.2 Million
Q2 2022 Aug 08, 2022	BUY	$113.44 - $123.09 $404,753 - $439,185	3,568 Added 11.01%	35,979 $4.1 Million
Q1 2022 May 12, 2022	BUY	$122.95 - $129.16 $1.9 Million - $1.99 Million	15,420 Added 90.75%	32,411 $4.04 Million
Q4 2021 Feb 11, 2022	BUY	$127.7 - $130.86 $980,480 - $1 Million	7,678 Added 82.44%	16,991 $2.2 Million
Q3 2021 Nov 16, 2021	BUY	$127.3 - $130.61 $1.19 Million - $1.22 Million	9,313 New	9,313 $1.19 Million
Q1 2019 May 16, 2019	SELL	$109.53 - $113.07 $220,264 - $227,383	-2,011 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	$108.28 - $110.37 $217,751 - $221,954	2,011 New	2,011 $221,000

Others Institutions Holding TIP

# of Institutions

1,093

Shares Held

109M

Call Options Held

312K

Put Options Held

185K

Black Rock Inc. New York, NY

35.6M
Shares

$3.85 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

11.2M
Shares

$1.22 Billion
0.11% of portfolio
Morgan Stanley New York, NY

4.39M
Shares

$475 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.34M
Shares

$361 Million
0.07% of portfolio
Jpmorgan Chase & CO New York, NY

2.88M
Shares

$312 Million
0.03% of portfolio

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