Ivc Wealth Advisors LLC Ishares Tr Tips Bd ETF Transaction History

Ivc Wealth Advisors LLC

$184 Million
Q1 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 4,984 shares of TIP stock, worth $540,664. This represents 0.3% of its overall portfolio holdings.

Number of Shares

4,984

Previous 5,787 13.88%

Holding current value

$540,664

Previous $616,000 10.55%

% of portfolio

0.3%

Previous 0.35%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$106.22 - $111.09 $85,294 - $89,205	-803 Reduced 13.88%	4,984 $551,000
Q4 2024 Jan 17, 2025	SELL	$106.33 - $110.69 $87,934 - $91,540	-827 Reduced 12.5%	5,787 $616,000
Q3 2024 Oct 24, 2024	SELL	$105.92 - $110.83 $57,090 - $59,737	-539 Reduced 7.54%	6,614 $730,000
Q2 2024 Jul 16, 2024	SELL	$105.01 - $107.23 $91,778 - $93,719	-874 Reduced 10.89%	7,153 $763,000
Q1 2024 Apr 19, 2024	SELL	$105.69 - $108.04 $301,322 - $308,022	-2,851 Reduced 26.21%	8,027 $862,000
Q4 2023 Jan 10, 2024	SELL	$102.12 - $107.97 $13,684 - $14,467	-134 Reduced 1.22%	10,878 $1.17 Million
Q3 2023 Oct 05, 2023	SELL	$103.4 - $107.7 $266,151 - $277,219	-2,574 Reduced 18.95%	11,012 $1.14 Million
Q2 2023 Jul 13, 2023	SELL	$107.1 - $111.15 $193,958 - $201,292	-1,811 Reduced 11.76%	13,586 $1.46 Million
Q1 2023 Apr 13, 2023	SELL	$106.24 - $110.25 $72,030 - $74,749	-678 Reduced 4.22%	15,397 $1.7 Million
Q4 2022 Jan 17, 2023	SELL	$104.91 - $110.18 $257,239 - $270,161	-2,452 Reduced 13.23%	16,075 $0
Q3 2022 Oct 12, 2022	SELL	$104.9 - $118.23 $356,660 - $401,982	-3,400 Reduced 15.51%	18,527 $1.94 Million
Q2 2022 Jul 11, 2022	SELL	$113.44 - $123.09 $3.06 Million - $3.32 Million	-26,972 Reduced 55.16%	21,927 $2.5 Million
Q1 2022 Apr 27, 2022	SELL	$122.95 - $129.16 $120,122 - $126,189	-977 Reduced 1.96%	48,899 $6.09 Million
Q4 2021 Jan 13, 2022	BUY	$127.7 - $130.86 $548,854 - $562,436	4,298 Added 9.43%	49,876 $6.44 Million
Q3 2021 Oct 08, 2021	BUY	$127.3 - $130.61 $563,302 - $577,949	4,425 Added 10.75%	45,578 $5.82 Million
Q2 2021 Jul 13, 2021	BUY	$125.2 - $128.01 $942,255 - $963,403	7,526 Added 22.38%	41,153 $5.27 Million
Q1 2021 Apr 20, 2021	BUY	$124.29 - $128.12 $3.71 Million - $3.83 Million	29,858 Added 792.2%	33,627 $4.22 Million
Q4 2020 Feb 01, 2021	BUY	$124.65 - $127.65 $469,805 - $481,112	3,769 New	3,769 $481,000

Others Institutions Holding TIP

# of Institutions

1,148

Shares Held

118M

Call Options Held

17.7M

Put Options Held

17.1M

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About ISHARES TR TIPS BD ETF

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Ivc Wealth Advisors LLC Ishares Tr Tips Bd ETF Transaction History