Modern Wealth Management, LLC Ishares Tr Tips Bd ETF Transaction History

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 7,660 shares of TIP stock, worth $832,029. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,660
Previous 6,159 24.37%
Holding current value
$832,029
Previous $668 Million 27.35%
% of portfolio
0.03%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$106.22 - $111.09 $159,436 - $166,746
1,501 Added 24.37%
7,660 $851 Million
Q4 2024

May 30, 2025
SELL
$106.33 - $110.69 $125,788 - $130,946
-1,183 Reduced 15.44%
6,477 $690,000
Q4 2024

May 29, 2025
SELL
$106.33 - $110.69 $125,788 - $130,946
-1,183 Reduced 15.44%
6,477 $690,000
Q4 2024

Feb 11, 2025
SELL
$106.33 - $110.69 $132,274 - $137,698
-1,244 Reduced 16.8%
6,159 $668 Million
Q3 2024

May 30, 2025
SELL
$105.92 - $110.83 $27,221 - $28,483
-257 Reduced 3.36%
7,403 $817,000
Q3 2024

May 29, 2025
SELL
$105.92 - $110.83 $27,221 - $28,483
-257 Reduced 3.36%
7,403 $817,000
Q3 2024

Nov 05, 2024
BUY
$105.92 - $110.83 $72,661 - $76,029
686 Added 10.21%
7,403 $818 Million
Q2 2024

May 29, 2025
SELL
$105.01 - $107.23 $98,919 - $101,010
-942 Reduced 12.3%
6,718 $717,000
Q2 2024

Aug 07, 2024
BUY
$105.01 - $107.23 $95,244 - $97,257
907 Added 15.61%
6,717 $717 Million
Q1 2024

May 28, 2025
SELL
$105.69 - $108.04 $200,176 - $204,627
-1,894 Reduced 24.73%
5,766 $619 Million
Q1 2024

May 13, 2024
SELL
$105.69 - $108.04 $23,251 - $23,768
-220 Reduced 3.65%
5,810 $616 Million
Q4 2023

May 28, 2025
SELL
$102.12 - $107.97 $166,455 - $175,991
-1,630 Reduced 21.28%
6,030 $648 Million
Q4 2023

Feb 14, 2024
BUY
$102.12 - $107.97 $615,783 - $651,059
6,030 New
6,030 $648 Million

Others Institutions Holding TIP

# of Institutions
1,148
Shares Held
121M
Call Options Held
16.5M
Put Options Held
17M
View Full List

About ISHARES TR TIPS BD ETF

TIP Quotes by TradingView
  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
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