Congress Wealth Management LLC Ishares Tr Tips Bd ETF Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

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 135,078 shares of TIP stock, worth $15 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

135,078

Previous 21,819 519.08%

Holding current value

$15 Million

Previous $2.42 Million 513.41%

% of portfolio

0.15%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$107.93 - $110.97 $12.2 Million - $12.6 Million	113,259 Added 519.08%	135,078 $14.9 Million
Q1 2025 May 14, 2025	SELL	$106.22 - $111.09 $200,862 - $210,071	-1,891 Reduced 7.98%	21,819 $2.42 Million
Q4 2024 Feb 11, 2025	SELL	$106.33 - $110.69 $523,994 - $545,480	-4,928 Reduced 17.21%	23,710 $2.53 Million
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

1,141

Shares Held

125M

Call Options Held

16.8M

Put Options Held

16.9M

View Full List

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Ishares Tr Tips Bd ETF Transaction History