Iam Advisory, LLC Ishares Tr Tips Bd ETF Transaction History

Iam Advisory, LLC

$365 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 14, 2021	SELL	$127.3 - $130.61 $1.41 Million - $1.45 Million	-11,095 Closed	0 $0
Q2 2021 Jul 20, 2021	BUY	$125.2 - $128.01 $1.39 Million - $1.42 Million	11,095 New	11,095 $1.42 Million

Others Institutions Holding TIP

# of Institutions

1,132

Shares Held

118M

Call Options Held

435K

Put Options Held

167K

Black Rock Inc. New York, NY

34.6M
Shares

$3.67 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

12M
Shares

$1.27 Billion
0.12% of portfolio
Morgan Stanley New York, NY

4.66M
Shares

$494 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

3.71M
Shares

$393 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.51M
Shares

$373 Million
0.09% of portfolio

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iam Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iam Advisory, LLC with notifications on news.