A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 924 shares of TIP stock, worth $99,477. This represents 0.02% of its overall portfolio holdings.

Number of Shares
924
Previous 1,434 35.56%
Holding current value
$99,477
Previous $153,000 33.33%
% of portfolio
0.02%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$105.92 - $110.83 $54,019 - $56,523
-510 Reduced 35.56%
924 $102,000
Q2 2024

Aug 12, 2024

SELL
$105.01 - $107.23 $630 - $643
-6 Reduced 0.42%
1,434 $153,000
Q1 2024

May 14, 2024

BUY
$105.69 - $108.04 $54,430 - $55,640
515 Added 55.68%
1,440 $154,000
Q4 2023

Feb 13, 2024

BUY
$102.12 - $107.97 $714 - $755
7 Added 0.76%
925 $99,000
Q3 2023

Nov 14, 2023

BUY
$103.4 - $107.7 $1,034 - $1,077
10 Added 1.1%
918 $95,000
Q2 2023

Aug 14, 2023

BUY
$107.1 - $111.15 $963 - $1,000
9 Added 1.0%
908 $97,000
Q4 2022

Feb 14, 2023

SELL
$104.91 - $110.18 $11,959 - $12,560
-114 Reduced 11.25%
899 $95,000
Q3 2022

Nov 14, 2022

BUY
$104.9 - $118.23 $2,832 - $3,192
27 Added 2.74%
1,013 $106,000
Q2 2022

Aug 16, 2022

BUY
$113.44 - $123.09 $2,949 - $3,200
26 Added 2.71%
986 $112,000
Q1 2022

May 17, 2022

BUY
$122.95 - $129.16 $614 - $645
5 Added 0.52%
960 $120,000
Q4 2021

Feb 14, 2022

BUY
$127.7 - $130.86 $1,277 - $1,308
10 Added 1.06%
955 $123,000
Q3 2021

Nov 15, 2021

BUY
$127.3 - $130.61 $2,418 - $2,481
19 Added 2.05%
945 $121,000
Q2 2021

Aug 17, 2021

BUY
$125.2 - $128.01 $1,377 - $1,408
11 Added 1.2%
926 $119,000
Q4 2020

Feb 16, 2021

BUY
$124.65 - $127.65 $747 - $765
6 Added 0.66%
915 $117,000
Q2 2020

Aug 13, 2020

BUY
$118.46 - $123.2 $473 - $492
4 Added 0.44%
909 $112,000
Q1 2020

May 11, 2020

BUY
$108.81 - $122.54 $98,473 - $110,898
905 New
905 $107,000

Others Institutions Holding TIP

About ISHARES TR TIPS BD ETF


  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
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