A detailed history of Journey Strategic Wealth LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 2,235 shares of TIP stock, worth $247,056. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,235
Previous 2,732 18.19%
Holding current value
$247,056
Previous $293,000 18.77%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$105.01 - $107.23 $52,189 - $53,293
-497 Reduced 18.19%
2,235 $238,000
Q1 2024

May 13, 2024

BUY
$105.69 - $108.04 $34,454 - $35,221
326 Added 13.55%
2,732 $293,000
Q4 2023

Feb 09, 2024

BUY
$102.12 - $107.97 $245,700 - $259,775
2,406 New
2,406 $258,000
Q2 2023

Aug 14, 2023

BUY
$107.1 - $111.15 $321 - $333
3 Added 0.13%
2,374 $255,000
Q1 2023

May 11, 2023

SELL
$106.24 - $110.25 $4,568 - $4,740
-43 Reduced 1.78%
2,371 $261,000
Q4 2022

Feb 14, 2023

BUY
$104.91 - $110.18 $5,035 - $5,288
48 Added 2.03%
2,414 $256,000
Q3 2022

Nov 14, 2022

SELL
$104.9 - $118.23 $82,556 - $93,047
-787 Reduced 24.96%
2,366 $248,000
Q2 2022

Aug 15, 2022

BUY
$113.44 - $123.09 $357,676 - $388,102
3,153 New
3,153 $359,000
Q1 2022

May 16, 2022

SELL
$122.95 - $129.16 $2 Million - $2.1 Million
-16,243 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$127.7 - $130.86 $2.07 Million - $2.13 Million
16,243 New
16,243 $2.1 Million

Others Institutions Holding TIP

About ISHARES TR TIPS BD ETF


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

Track Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth 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 Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.