Gerber Kawasaki Wealth & Investment Management Ishares Barclays 0 5 Year Tips Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$105.21 - $107.0 $210 - $214	-2 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$105.49 - $107.1 $210 - $214	2 New	2 $2,000

Others Institutions Holding STIP

# of Institutions

622

Shares Held

53.9M

Call Options Held

33.5K

Put Options Held

Betterment LLC New York, NY

3.87M
Shares

$389 Million
0.94% of portfolio
Personal Capital Advisors Corp

2.47M
Shares

$249 Million
1.16% of portfolio
Modera Wealth Management, LLC

1.81M
Shares

$182 Million
2.36% of portfolio
Black Rock Inc. New York, NY

1.81M
Shares

$182 Million
0.0% of portfolio
Tiedemann Advisors, LLC

1.52M
Shares

$153 Million
6.39% of portfolio

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