A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 83,175 shares of TIP stock, worth $8.95 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
83,175
Previous 124,413 33.15%
Holding current value
$8.95 Million
Previous $13.3 Million 30.83%
% of portfolio
1.23%
Previous 1.9%

Shares

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

Oct 07, 2024

SELL
$105.92 - $110.83 $4.37 Million - $4.57 Million
-41,238 Reduced 33.15%
83,175 $9.19 Million
Q2 2024

Jul 08, 2024

BUY
$105.01 - $107.23 $225,036 - $229,793
2,143 Added 1.75%
124,413 $13.3 Million
Q1 2024

Apr 05, 2024

BUY
$105.69 - $108.04 $249,217 - $254,758
2,358 Added 1.97%
122,270 $13.1 Million
Q4 2023

Jan 12, 2024

BUY
$102.12 - $107.97 $1.15 Million - $1.22 Million
11,283 Added 10.39%
119,912 $12.9 Million
Q3 2023

Oct 13, 2023

SELL
$103.4 - $107.7 $5.3 Million - $5.52 Million
-51,283 Reduced 32.07%
108,629 $11.3 Million
Q2 2023

Jul 14, 2023

SELL
$107.1 - $111.15 $95,104 - $98,701
-888 Reduced 0.55%
159,912 $17.2 Million
Q1 2023

Apr 06, 2023

SELL
$106.24 - $110.25 $873,930 - $906,916
-8,226 Reduced 4.87%
160,800 $17.7 Million
Q4 2022

Jan 06, 2023

BUY
$104.91 - $110.18 $458,351 - $481,376
4,369 Added 2.65%
169,026 $0
Q2 2022

Jul 01, 2022

SELL
$113.44 - $123.09 $8.53 Million - $9.26 Million
-75,203 Reduced 31.35%
164,657 $18.8 Million
Q1 2022

Apr 12, 2022

SELL
$122.95 - $129.16 $3.82 Million - $4.02 Million
-31,104 Reduced 11.48%
239,860 $29.9 Million
Q4 2021

Jan 31, 2022

BUY
$127.7 - $130.86 $9.58 Million - $9.81 Million
74,993 Added 38.27%
270,964 $35 Million
Q3 2021

Oct 28, 2021

BUY
$127.3 - $130.61 $632,299 - $648,739
4,967 Added 2.6%
195,971 $25 Million
Q2 2021

Aug 12, 2021

BUY
$125.2 - $128.01 $3.23 Million - $3.3 Million
25,780 Added 15.6%
191,004 $24.5 Million
Q1 2021

May 12, 2021

SELL
$124.29 - $128.12 $692,295 - $713,628
-5,570 Reduced 3.26%
165,224 $20.7 Million
Q4 2020

Feb 05, 2021

SELL
$124.65 - $127.65 $2.48 Million - $2.54 Million
-19,911 Reduced 10.44%
170,794 $21.8 Million
Q3 2020

Oct 29, 2020

SELL
$123.08 - $127.1 $3.11 Million - $3.22 Million
-25,297 Reduced 11.71%
190,705 $24.1 Million
Q2 2020

Jul 31, 2020

SELL
$118.46 - $123.2 $644,422 - $670,208
-5,440 Reduced 2.46%
216,002 $26.6 Million
Q1 2020

Apr 21, 2020

BUY
$108.81 - $122.54 $22.7 Million - $25.5 Million
208,269 Added 1581.03%
221,442 $26.1 Million
Q4 2019

Feb 21, 2020

SELL
$115.27 - $117.05 $1.87 Million - $1.9 Million
-16,249 Reduced 55.23%
13,173 $1.54 Million
Q3 2019

Nov 06, 2019

BUY
$114.63 - $118.1 $2.21 Million - $2.28 Million
19,300 Added 190.67%
29,422 $3.42 Million
Q2 2019

Aug 06, 2019

SELL
$112.34 - $115.84 $441,159 - $454,903
-3,927 Reduced 27.95%
10,122 $1.17 Million
Q1 2019

Apr 24, 2019

BUY
$109.53 - $113.07 $378,426 - $390,656
3,455 Added 32.61%
14,049 $1.59 Million
Q4 2018

Feb 12, 2019

BUY
$108.28 - $110.37 $1.15 Million - $1.17 Million
10,594 New
10,594 $1.16 Million

Others Institutions Holding TIP

About ISHARES TR TIPS BD ETF


  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
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