Ever Source Wealth Advisors, LLC Ishares Tr Tips Bd ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,555 shares of TIP stock, worth $168,826. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,555
Previous 2,119 26.62%
Holding current value
$168,826
Previous $226,000 24.34%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 08, 2024
SELL
$105.92 - $110.83 $59,738 - $62,508
-564 Reduced 26.62%
1,555 $171,000
Q2 2024

Aug 13, 2024
BUY
$105.01 - $107.23 $136,302 - $139,184
1,298 Added 158.1%
2,119 $226,000
Q1 2024

Jun 11, 2024
BUY
$105.69 - $108.04 $32,235 - $32,952
305 Added 59.11%
821 $88,000
Q4 2023

Feb 09, 2024
SELL
$102.12 - $107.97 $2.08 Million - $2.2 Million
-20,414 Reduced 97.53%
516 $55,000
Q3 2023

Nov 03, 2023
SELL
$103.4 - $107.7 $1.87 Million - $1.95 Million
-18,093 Reduced 46.36%
20,930 $2.17 Million
Q2 2023

Aug 04, 2023
BUY
$107.1 - $111.15 $44,018 - $45,682
411 Added 1.06%
39,023 $4.2 Million
Q1 2023

May 11, 2023
BUY
$106.24 - $110.25 $4 Million - $4.15 Million
37,647 Added 3901.24%
38,612 $4.26 Million
Q4 2022

Feb 09, 2023
SELL
$104.91 - $110.18 $211,708 - $222,343
-2,018 Reduced 67.65%
965 $102,000
Q3 2022

Nov 07, 2022
SELL
$104.9 - $118.23 $14,266 - $16,079
-136 Reduced 4.36%
2,983 $313,000
Q2 2022

Aug 01, 2022
BUY
$113.44 - $123.09 $115,481 - $125,305
1,018 Added 48.45%
3,119 $355,000
Q1 2022

May 25, 2022
BUY
$122.95 - $129.16 $25,327 - $26,606
206 Added 10.87%
2,101 $262,000
Q4 2021

Feb 07, 2022
BUY
$127.7 - $130.86 $241,991 - $247,979
1,895 New
1,895 $245,000

Others Institutions Holding TIP

# of Institutions
1,094
Shares Held
109M
Call Options Held
312K
Put Options Held
185K
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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