Kcs Wealth Advisory Ishares Barclays 0 5 Year Tips Transaction History

Kcs Wealth Advisory

$224 Million
Q3 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 15, 2020	SELL	$99.88 - $100.71 $574,210 - $578,981	-5,749 Closed	0 $0
Q3 2019 Oct 29, 2019	BUY	$99.87 - $100.5 $44,242 - $44,521	443 Added 8.35%	5,749 $575,000
Q2 2019 Jul 29, 2019	BUY	$99.61 - $100.65 $88,852 - $89,779	892 Added 20.21%	5,306 $534,000
Q1 2019 Apr 29, 2019	SELL	$98.04 - $99.75 $64,902 - $66,034	-662 Reduced 13.04%	4,414 $440,000
Q4 2018 Jan 17, 2019	SELL	$97.69 - $98.71 $47,379 - $47,874	-485 Reduced 8.72%	5,076 $498,000
Q2 2018 Aug 07, 2018	BUY	$99.2 - $99.99 $34,819 - $35,096	351 Added 6.74%	5,561 $554,000
Q1 2018 May 04, 2018	BUY	$99.45 - $100.14 $111,284 - $112,056	1,119 Added 27.35%	5,210 $522,000
Q4 2017 Jan 12, 2018	BUY	$99.63 - $100.62 $407,586 - $411,636	4,091	4,091 $409,000

Others Institutions Holding STIP

# of Institutions

624

Shares Held

53.9M

Call Options Held

33.5K

Put Options Held

0

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