A detailed history of Liberty Wealth Management LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 8,028 shares of TIP stock, worth $864,294. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,028
Previous 23,418 65.72%
Holding current value
$864,294
Previous $991,000 10.6%
% of portfolio
0.16%
Previous 0.18%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$105.92 - $110.83 $1.63 Million - $1.71 Million
-15,390 Reduced 65.72%
8,028 $886,000
Q2 2024

Aug 06, 2024

BUY
$105.01 - $107.23 $1.46 Million - $1.49 Million
13,930 Added 146.82%
23,418 $991,000
Q1 2024

May 02, 2024

BUY
$105.69 - $108.04 $64,893 - $66,336
614 Added 6.92%
9,488 $1.02 Million
Q4 2023

Feb 08, 2024

SELL
$102.12 - $107.97 $861,994 - $911,374
-8,441 Reduced 48.75%
8,874 $953,000
Q3 2023

Nov 13, 2023

BUY
$103.4 - $107.7 $1.51 Million - $1.57 Million
14,563 Added 529.18%
17,315 $1.8 Million
Q2 2023

Aug 10, 2023

SELL
$107.1 - $111.15 $21,420 - $22,230
-200 Reduced 6.78%
2,752 $296,000
Q1 2023

May 03, 2023

SELL
$106.24 - $110.25 $2.95 Million - $3.06 Million
-27,728 Reduced 90.38%
2,952 $325,000
Q3 2022

Nov 15, 2022

SELL
$104.9 - $118.23 $742,062 - $836,359
-7,074 Reduced 18.74%
30,680 $3.22 Million
Q2 2022

Aug 15, 2022

BUY
$113.44 - $123.09 $1.64 Million - $1.78 Million
14,475 Added 62.18%
37,754 $4.3 Million
Q1 2022

May 09, 2022

SELL
$122.95 - $129.16 $1.18 Million - $1.23 Million
-9,558 Reduced 29.11%
23,279 $2.9 Million
Q4 2021

Feb 15, 2022

BUY
$127.7 - $130.86 $1.01 Million - $1.03 Million
7,874 Added 31.54%
32,837 $4.24 Million
Q3 2021

Nov 15, 2021

BUY
$127.3 - $130.61 $2.85 Million - $2.93 Million
22,408 Added 877.03%
24,963 $3.19 Million
Q2 2021

Aug 13, 2021

SELL
$125.2 - $128.01 $40.6 Million - $41.5 Million
-324,551 Reduced 99.22%
2,555 $327,000
Q2 2021

Aug 13, 2021

BUY
$125.2 - $128.01 $40.9 Million - $41.8 Million
326,872 Added 139688.89%
327,106 $2.56 Million
Q4 2020

Feb 09, 2021

SELL
$124.65 - $127.65 $34,278 - $35,103
-275 Reduced 54.03%
234 $29,000
Q3 2020

Nov 05, 2020

BUY
$123.08 - $127.1 $6,646 - $6,863
54 Added 11.87%
509 $64,000
Q2 2020

Aug 04, 2020

SELL
$118.46 - $123.2 $4,975 - $5,174
-42 Reduced 8.45%
455 $56,000
Q1 2020

Apr 27, 2020

SELL
$108.81 - $122.54 $1,632 - $1,838
-15 Reduced 2.93%
497 $59,000
Q4 2019

Feb 05, 2020

BUY
$115.27 - $117.05 $12,103 - $12,290
105 Added 25.8%
512 $60,000
Q3 2019

Oct 30, 2019

BUY
$114.63 - $118.1 $229 - $236
2 Added 0.49%
407 $47,000
Q2 2019

Jul 30, 2019

BUY
$112.34 - $115.84 $112 - $115
1 Added 0.25%
405 $47,000
Q4 2018

Mar 26, 2019

BUY
$108.28 - $110.37 $43,745 - $44,589
404 New
404 $44,000

Others Institutions Holding TIP

About ISHARES TR TIPS BD ETF


  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
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