Crestmont Private Wealth LLC Ishares Tr Tips Bd ETF Transaction History

Crestmont Private Wealth LLC

$202 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$113.44 - $123.09 $41,519 - $45,050	-366 Closed	0 $0
Q4 2021 Jan 05, 2022	BUY	$127.7 - $130.86 $46,738 - $47,894	366 New	366 $47,000

Others Institutions Holding TIP

# of Institutions

1,135

Shares Held

118M

Call Options Held

435K

Put Options Held

167K

Black Rock Inc. New York, NY

34.6M
Shares

$3.7 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

12M
Shares

$1.28 Billion
0.12% of portfolio
Morgan Stanley New York, NY

4.66M
Shares

$498 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

3.71M
Shares

$397 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.51M
Shares

$376 Million
0.09% of portfolio

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