A detailed history of Insight Wealth Partners, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 42,745 shares of TIP stock, worth $4.6 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
42,745
Previous 41,235 3.66%
Holding current value
$4.6 Million
Previous $4.4 Million 7.25%
% of portfolio
0.95%
Previous 0.76%

Shares

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

Nov 13, 2024

BUY
$105.92 - $110.83 $159,939 - $167,353
1,510 Added 3.66%
42,745 $4.72 Million
Q2 2024

Jul 18, 2024

SELL
$105.01 - $107.23 $180,407 - $184,221
-1,718 Reduced 4.0%
41,235 $4.4 Million
Q1 2024

May 10, 2024

BUY
$105.69 - $108.04 $770,480 - $787,611
7,290 Added 20.44%
42,953 $4.61 Million
Q4 2023

Feb 13, 2024

SELL
$102.12 - $107.97 $287,672 - $304,151
-2,817 Reduced 7.32%
35,663 $3.83 Million
Q3 2023

Oct 30, 2023

SELL
$103.4 - $107.7 $152,101 - $158,426
-1,471 Reduced 3.68%
38,480 $3.99 Million
Q2 2023

Aug 11, 2023

SELL
$107.1 - $111.15 $1.23 Million - $1.28 Million
-11,486 Reduced 22.33%
39,951 $4.3 Million
Q1 2023

May 12, 2023

SELL
$106.24 - $110.25 $73,730 - $76,513
-694 Reduced 1.33%
51,437 $5.67 Million
Q4 2022

Jan 31, 2023

BUY
$104.91 - $110.18 $50,986 - $53,547
486 Added 0.94%
52,131 $5.55 Million
Q3 2022

Dec 01, 2022

BUY
$104.9 - $118.23 $278,824 - $314,255
2,658 Added 5.43%
51,645 $5.42 Million
Q2 2022

Jul 13, 2022

SELL
$113.44 - $123.09 $14,860 - $16,124
-131 Reduced 0.27%
48,987 $5.58 Million
Q1 2022

May 02, 2022

SELL
$122.95 - $129.16 $9.22 Million - $9.69 Million
-74,989 Reduced 60.42%
49,118 $6.12 Million
Q4 2021

Feb 04, 2022

BUY
$127.7 - $130.86 $1.7 Million - $1.74 Million
13,310 Added 12.01%
124,107 $16 Million
Q3 2021

Nov 05, 2021

BUY
$127.3 - $130.61 $2.2 Million - $2.25 Million
17,247 Added 18.44%
110,797 $14.1 Million
Q2 2021

Jul 14, 2021

SELL
$125.2 - $128.01 $185,796 - $189,966
-1,484 Reduced 1.56%
93,550 $12 Million
Q1 2021

Apr 20, 2021

BUY
$124.29 - $128.12 $11.8 Million - $12.2 Million
95,034 New
95,034 $11.9 Million

Others Institutions Holding TIP

About ISHARES TR TIPS BD ETF


  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
Track This Portfolio

Track Insight Wealth Partners, LLC Portfolio

Follow Insight Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Insight Wealth Partners, LLC with notifications on news.