Moneta Group Investment Advisors LLC Spdr Bloomberg 1 10 Year Tips Transaction History

Moneta Group Investment Advisors LLC

$9.24 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$20.45 - $21.3 $249,817 - $260,200	-12,216 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$20.97 - $21.43 $157,275 - $160,725	-7,500 Reduced 38.04%	12,216 $258,000
Q3 2021 Nov 12, 2021	SELL	$21.0 - $21.49 $971,061 - $993,719	-46,241 Reduced 70.11%	19,716 $416,000
Q2 2021 Aug 13, 2021	SELL	$20.83 - $21.27 $333,842 - $340,894	-16,027 Reduced 19.55%	65,957 $1.39 Million
Q1 2021 May 14, 2021	BUY	$20.7 - $21.08 $132,562 - $134,996	6,404 Added 8.47%	81,984 $1.71 Million
Q4 2020 Feb 12, 2021	BUY	$20.51 - $20.91 $58,145 - $59,279	2,835 Added 3.9%	75,580 $1.58 Million
Q3 2020 Nov 13, 2020	BUY	$20.32 - $20.87 $13,898 - $14,275	684 Added 0.95%	72,745 $1.51 Million
Q2 2020 Aug 12, 2020	BUY	$19.65 - $20.34 $43,642 - $45,175	2,221 Added 3.18%	72,061 $1.47 Million
Q1 2020 May 13, 2020	SELL	$18.61 - $20.22 $57,356 - $62,318	-3,082 Reduced 4.23%	69,840 $1.37 Million
Q4 2019 Feb 11, 2020	BUY	$19.47 - $19.66 $46,494 - $46,948	2,388 Added 3.39%	72,922 $1.43 Million
Q3 2019 Nov 12, 2019	BUY	$19.47 - $19.64 $86,894 - $87,653	4,463 Added 6.75%	70,534 $1.38 Million
Q2 2019 Aug 16, 2019	BUY	N/A	60,232 Added 1031.55%	66,071 $1.29 Million
Q2 2019 Aug 13, 2019	BUY	N/A	5,839 New	5,839 $1.29 Million

Others Institutions Holding TIPX

# of Institutions

127

Shares Held

63.1M

Call Options Held

0

Put Options Held

0

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