A detailed history of Palumbo Wealth Management LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 54,976 shares of TIP stock, worth $5.93 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
54,976
Previous 57,020 3.58%
Holding current value
$5.93 Million
Previous $6.09 Million 0.25%
% of portfolio
2.42%
Previous 2.62%

Shares

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

Oct 28, 2024

SELL
$105.92 - $110.83 $216,500 - $226,536
-2,044 Reduced 3.58%
54,976 $6.07 Million
Q2 2024

Aug 02, 2024

SELL
$105.01 - $107.23 $207,079 - $211,457
-1,972 Reduced 3.34%
57,020 $6.09 Million
Q1 2024

Apr 15, 2024

SELL
$105.69 - $108.04 $383,549 - $392,077
-3,629 Reduced 5.8%
58,992 $6.34 Million
Q4 2023

Jan 22, 2024

SELL
$102.12 - $107.97 $507,536 - $536,610
-4,970 Reduced 7.35%
62,621 $6.73 Million
Q3 2023

Oct 16, 2023

BUY
$103.4 - $107.7 $49,735 - $51,803
481 Added 0.72%
67,591 $7.01 Million
Q2 2023

Jul 26, 2023

BUY
$107.1 - $111.15 $296,774 - $307,996
2,771 Added 4.31%
67,110 $7.22 Million
Q1 2023

May 04, 2023

BUY
$106.24 - $110.25 $102,309 - $106,170
963 Added 1.52%
64,339 $7.09 Million
Q4 2022

Feb 13, 2023

SELL
$104.91 - $110.18 $1.05 Million - $1.1 Million
-9,987 Reduced 13.61%
63,376 $6.75 Million
Q3 2022

Nov 14, 2022

BUY
$104.9 - $118.23 $125,565 - $141,521
1,197 Added 1.66%
73,363 $7.7 Million
Q2 2022

Aug 12, 2022

SELL
$113.44 - $123.09 $381,612 - $414,074
-3,364 Reduced 4.45%
72,166 $8.22 Million
Q1 2022

May 10, 2022

BUY
$122.95 - $129.16 $391,718 - $411,503
3,186 Added 4.4%
75,530 $9.41 Million
Q4 2021

Feb 16, 2022

BUY
$127.7 - $130.86 $306,735 - $314,325
2,402 Added 3.43%
72,344 $9.35 Million
Q3 2021

Nov 12, 2021

SELL
$127.3 - $130.61 $865,003 - $887,494
-6,795 Reduced 8.85%
69,942 $8.93 Million
Q2 2021

Aug 16, 2021

BUY
$125.2 - $128.01 $883,160 - $902,982
7,054 Added 10.12%
76,737 $9.82 Million
Q1 2021

May 17, 2021

BUY
$124.29 - $128.12 $8.66 Million - $8.93 Million
69,683 New
69,683 $8.75 Million

Others Institutions Holding TIP

About ISHARES TR TIPS BD ETF


  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
Track This Portfolio

Track Palumbo Wealth Management LLC Portfolio

Follow Palumbo 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 Palumbo Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palumbo Wealth Management LLC with notifications on news.