Paulson Wealth Management Inc. Ishares Barclays 0 5 Year Tips Transaction History

Paulson Wealth Management Inc.

$371 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 02, 2022	BUY	$96.11 - $102.85 $6.45 Million - $6.91 Million	67,137 Added 73.34%	158,683 $15.3 Million
Q2 2022 Aug 05, 2022	BUY	$101.26 - $104.65 $599,762 - $619,841	5,923 Added 6.92%	91,546 $9.29 Million
Q1 2022 May 02, 2022	BUY	$103.82 - $106.76 $7,682 - $7,900	74 Added 0.09%	85,623 $8.99 Million
Q4 2021 Jan 28, 2022	BUY	$105.21 - $107.0 $4.24 Million - $4.31 Million	40,313 Added 89.12%	85,549 $9.06 Million
Q3 2021 Oct 22, 2021	BUY	$105.49 - $107.1 $4.77 Million - $4.84 Million	45,236 New	45,236 $4.78 Million
Q4 2020 Feb 05, 2021	SELL	$103.06 - $104.43 $2.46 Million - $2.5 Million	-23,895 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$102.35 - $104.25 $64,480 - $65,677	630 Added 2.71%	23,895 $2.49 Million
Q2 2020 Jul 17, 2020	BUY	$99.85 - $102.42 $283,773 - $291,077	2,842 Added 13.92%	23,265 $2.38 Million
Q1 2020 Apr 29, 2020	BUY	$96.7 - $102.1 $748,941 - $790,764	7,745 Added 61.09%	20,423 $2.07 Million
Q4 2019 Jan 21, 2020	BUY	$99.88 - $100.71 $260,786 - $262,953	2,611 Added 25.94%	12,678 $1.28 Million
Q3 2019 Oct 30, 2019	SELL	$99.87 - $100.5 $3,894 - $3,919	-39 Reduced 0.39%	10,067 $1.01 Million
Q2 2019 Jul 30, 2019	BUY	$99.61 - $100.65 $142,342 - $143,828	1,429 Added 16.47%	10,106 $1.01 Million
Q1 2019 Apr 24, 2019	SELL	$98.04 - $99.75 $1.1 Million - $1.12 Million	-11,178 Reduced 56.3%	8,677 $865,000
Q4 2018 Jan 23, 2019	BUY	$97.69 - $98.71 $1.15 Million - $1.16 Million	11,794 Added 146.31%	19,855 $1.95 Million
Q3 2018 Oct 26, 2018	BUY	$98.6 - $99.48 $290,179 - $292,769	2,943 Added 57.5%	8,061 $792,000
Q2 2018 Aug 01, 2018	BUY	$99.2 - $99.99 $93,744 - $94,490	945 Added 22.65%	5,118 $510,000
Q1 2018 May 02, 2018	BUY	$99.45 - $100.14 $415,004 - $417,884	4,173 New	4,173 $418,000

Others Institutions Holding STIP

# of Institutions

623

Shares Held

54.1M

Call Options Held

33.5K

Put Options Held

0

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