Congress Wealth Management LLC Ishares Tr Tips Bd ETF Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 28,638 shares of TIP stock, worth $3.08 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
28,638
Previous 17,907 59.93%
Holding current value
$3.08 Million
Previous $1.91 Million 65.43%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 12, 2024
BUY
$105.92 - $110.83 $1.14 Million - $1.19 Million
10,731 Added 59.93%
28,638 $3.16 Million
Q2 2024

Aug 13, 2024
BUY
$105.01 - $107.23 $716,588 - $731,737
6,824 Added 61.57%
17,907 $1.91 Million
Q1 2024

Apr 18, 2024
SELL
$105.69 - $108.04 $239,176 - $244,494
-2,263 Reduced 16.96%
11,083 $1.19 Million
Q4 2023

Feb 09, 2024
BUY
$102.12 - $107.97 $164,208 - $173,615
1,608 Added 13.7%
13,346 $1.43 Million
Q3 2023

Oct 30, 2023
BUY
$103.4 - $107.7 $14,165 - $14,754
137 Added 1.18%
11,738 $1.22 Million
Q2 2023

Jul 13, 2023
SELL
$107.1 - $111.15 $108,171 - $112,261
-1,010 Reduced 8.01%
11,601 $1.25 Million
Q1 2023

Apr 14, 2023
BUY
$106.24 - $110.25 $10,942 - $11,355
103 Added 0.82%
12,611 $1.39 Million
Q4 2022

Feb 02, 2023
SELL
$104.91 - $110.18 $173,940 - $182,678
-1,658 Reduced 11.7%
12,508 $1.33 Million
Q3 2022

Nov 08, 2022
SELL
$104.9 - $118.23 $21,399 - $24,118
-204 Reduced 1.42%
14,166 $1.49 Million
Q2 2022

Aug 11, 2022
SELL
$113.44 - $123.09 $158,135 - $171,587
-1,394 Reduced 8.84%
14,370 $1.64 Million
Q1 2022

May 16, 2022
SELL
$122.95 - $129.16 $755,896 - $794,075
-6,148 Reduced 28.06%
15,764 $1.96 Million
Q4 2021

Feb 04, 2022
BUY
$127.7 - $130.86 $2.8 Million - $2.87 Million
21,912 New
21,912 $2.83 Million

Others Institutions Holding TIP

# of Institutions
1,088
Shares Held
106M
Call Options Held
313K
Put Options Held
186K
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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