Kingswood Wealth Advisors, LLC Ishares Tr Tips Bd ETF Transaction History

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,379 shares of TIP stock, worth $373,447. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,379

Previous 2,624 28.77%

Holding current value

$373,447

Previous $280 Million 33.81%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$106.22 - $111.09 $80,196 - $83,872	755 Added 28.77%	3,379 $374 Million
Q4 2024 Jan 22, 2025	BUY	$106.33 - $110.69 $54,334 - $56,562	511 Added 24.18%	2,624 $280 Million
Q3 2024 Oct 21, 2024	SELL	$105.92 - $110.83 $9,850 - $10,307	-93 Reduced 4.22%	2,113 $233 Million
Q2 2024 Jul 09, 2024	SELL	$105.01 - $107.23 $54,080 - $55,223	-515 Reduced 18.93%	2,206 $236 Million
Q1 2024 Apr 15, 2024	SELL	$105.69 - $108.04 $474,970 - $485,531	-4,494 Reduced 62.29%	2,721 $292 Million
Q4 2023 Jan 16, 2024	BUY	$102.12 - $107.97 $371,921 - $393,226	3,642 Added 101.93%	7,215 $776 Million
Q3 2023 Oct 23, 2023	BUY	$103.4 - $107.7 $369,448 - $384,812	3,573 New	3,573 $371 Million

Others Institutions Holding TIP

# of Institutions

1,149

Shares Held

119M

Call Options Held

17.7M

Put Options Held

17.1M

View Full List

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

More about TIP

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Kingswood Wealth Advisors, LLC Ishares Tr Tips Bd ETF Transaction History