Goal Vest Advisory LLC Ishares Barclays 0 5 Year Tips Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 02, 2024	BUY	$96.33 - $98.68 $29,765 - $30,492	309 Added 22.6%	1,676 $165,000
Q3 2023 Oct 10, 2023	SELL	$96.73 - $97.56 $63,745 - $64,292	-659 Reduced 32.53%	1,367 $132,000
Q2 2023 Jul 17, 2023	SELL	$97.43 - $99.5 $5.48 Million - $5.6 Million	-56,241 Reduced 96.52%	2,026 $197,000
Q2 2023 Jul 10, 2023	SELL	$97.43 - $99.5 $5,553 - $5,671	-57 Reduced 0.1%	58,267 $5.69 Million
Q1 2023 Apr 03, 2023	BUY	$96.86 - $99.23 $783,113 - $802,274	8,085 Added 16.09%	58,324 $5.79 Million
Q4 2022 Jan 06, 2023	BUY	$96.57 - $98.11 $237,562 - $241,350	2,460 Added 5.15%	50,239 $0
Q3 2022 Oct 11, 2022	BUY	$96.11 - $102.85 $406,256 - $434,746	4,227 Added 9.71%	47,779 $4.59 Million
Q2 2022 Jul 06, 2022	BUY	$101.26 - $104.65 $260,845 - $269,578	2,576 Added 6.29%	43,552 $4.42 Million
Q1 2022 May 03, 2022	BUY	$103.82 - $106.76 $517,023 - $531,664	4,980 Added 13.83%	40,976 $4.3 Million
Q2 2021 Sep 01, 2021	BUY	$105.46 - $106.88 $478,155 - $484,593	4,534 Added 14.41%	35,996 $3.83 Million
Q1 2021 May 13, 2021	BUY	$104.53 - $105.92 $3.29 Million - $3.33 Million	31,462 New	31,462 $3.33 Million

Others Institutions Holding STIP

# of Institutions

650

Shares Held

57.7M

Call Options Held

33.5K

Put Options Held

0

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