Fsm Wealth Advisors, LLC Ishares Tr Tips Bd ETF Transaction History

Fsm Wealth Advisors, LLC

$443 Million
Q1 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 3,864 shares of TIP stock, worth $424,344. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,864

Holding current value

$424,344

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$106.22 - $111.09 $410,434 - $429,251	3,864 New	3,864 $429,000

Others Institutions Holding TIP

# of Institutions

1,152

Shares Held

118M

Call Options Held

17.7M

Put Options Held

17.1M

Black Rock Inc. New York, NY

35.6M
Shares

$3.91 Billion
0.09% of portfolio
Vinland Capital Management Gestora De Recursos Ltda. Sao Paulo, D5

14.4M
Shares

$1.58 Billion
6.65% of portfolio
Bank Of America Corp Charlotte, NC

11.7M
Shares

$1.29 Billion
0.11% of portfolio
Morgan Stanley New York, NY

4.06M
Shares

$445 Million
0.03% of portfolio
Rock Creek Group, LP

2.76M
Shares

$304 Million
25.13% of portfolio

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About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

More about TIP

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Fsm Wealth Advisors, LLC Ishares Tr Tips Bd ETF Transaction History