Leicht Financial Planning & Wealth Management, Inc. Ishares Tr Tips Bd ETF Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$182 Million
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 10, 2020	SELL	$118.46 - $123.2 $387,245 - $402,740	-3,269 Closed	0 $0
Q1 2020 Apr 13, 2020	SELL	$108.81 - $122.54 $1.35 Million - $1.52 Million	-12,408 Reduced 79.15%	3,269 $386,000
Q4 2019 Jan 17, 2020	SELL	$115.27 - $117.05 $2.24 Million - $2.27 Million	-19,417 Reduced 55.33%	15,677 $1.83 Million
Q3 2019 Oct 17, 2019	BUY	$114.63 - $118.1 $2.81 Million - $2.89 Million	24,503 Added 231.36%	35,094 $4.08 Million
Q2 2019 Aug 02, 2019	BUY	$112.34 - $115.84 $1.19 Million - $1.23 Million	10,591 New	10,591 $1.22 Million

Others Institutions Holding TIP

# of Institutions

1,132

Shares Held

118M

Call Options Held

435K

Put Options Held

167K

Black Rock Inc. New York, NY

34.6M
Shares

$3.67 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

12M
Shares

$1.27 Billion
0.12% of portfolio
Morgan Stanley New York, NY

4.66M
Shares

$494 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

3.71M
Shares

$393 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.51M
Shares

$373 Million
0.09% of portfolio

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