Connecticut Wealth Management, LLC Ishares Tr Tips Bd ETF Transaction History

Connecticut Wealth Management, LLC

  • $1.88 Billion
  • Q1 2024

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023
SELL
$103.4 - $107.7 $92,646 - $96,499
-896 Reduced 9.56%
8,476 $879,000
Q2 2023

Jul 25, 2023
BUY
$107.1 - $111.15 $70,150 - $72,803
655 Added 7.51%
9,372 $1.01 Million
Q1 2023

Apr 18, 2023
BUY
$106.24 - $110.25 $926,094 - $961,049
8,717 New
8,717 $961,000
Q2 2022

Jul 12, 2022
BUY
$113.44 - $123.09 $907 - $984
8 Added 0.08%
10,174 $1.16 Million
Q1 2022

Apr 18, 2022
SELL
$122.95 - $129.16 $8,483 - $8,912
-69 Reduced 0.67%
10,166 $1.27 Million
Q4 2021

Jan 24, 2022
BUY
$127.7 - $130.86 $127 - $130
1 Added 0.01%
10,235 $1.32 Million
Q3 2021

Nov 02, 2021
BUY
$127.3 - $130.61 $3,182 - $3,265
25 Added 0.24%
10,234 $1.31 Million
Q1 2021

May 12, 2021
BUY
$124.29 - $128.12 $1.27 Million - $1.31 Million
10,209 New
10,209 $1.28 Million
Q1 2021

Apr 29, 2021
SELL
$124.29 - $128.12 $1.27 Million - $1.31 Million
-10,197 Closed
0 $0
Q4 2020

Jan 29, 2021
SELL
$124.65 - $127.65 $54,970 - $56,293
-441 Reduced 4.15%
10,197 $1.3 Million
Q3 2020

Oct 13, 2020
SELL
$123.08 - $127.1 $5,415 - $5,592
-44 Reduced 0.41%
10,638 $1.35 Million
Q2 2020

Jul 14, 2020
SELL
$118.46 - $123.2 $29,259 - $30,430
-247 Reduced 2.26%
10,682 $1.31 Million
Q1 2020

Apr 20, 2020
SELL
$108.81 - $122.54 $7,616 - $8,577
-70 Reduced 0.64%
10,929 $1.29 Million
Q4 2019

Jan 29, 2020
SELL
$115.27 - $117.05 $35,042 - $35,583
-304 Reduced 2.69%
10,999 $1.28 Million
Q3 2019

Oct 24, 2019
SELL
$114.63 - $118.1 $5,043 - $5,196
-44 Reduced 0.39%
11,303 $1.31 Million
Q2 2019

Jul 29, 2019
BUY
$112.34 - $115.84 $1.27 Million - $1.31 Million
11,347 New
11,347 $1.31 Million

Others Institutions Holding TIP

# of Institutions
1,132
Shares Held
118M
Call Options Held
435K
Put Options Held
167K
View Full List

About ISHARES TR TIPS BD ETF

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