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

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

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 6,159 shares of TIP stock, worth $667,697. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,159
Previous 7,403 16.8%
Holding current value
$667,697
Previous $818 Million 18.29%
% of portfolio
0.02%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

Nov 05, 2024
BUY
$105.92 - $110.83 $72,661 - $76,029
686 Added 10.21%
7,403 $818 Million
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 13, 2024
SELL
$105.69 - $108.04 $23,251 - $23,768
-220 Reduced 3.65%
5,810 $616 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
1,120
Shares Held
123M
Call Options Held
17.9M
Put Options Held
17.7M
View Full List

About ISHARES TR TIPS BD ETF

TIP Quotes by TradingView
  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email