A detailed history of Perissos Private Wealth Management, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 14,855 shares of TIP stock, worth $1.64 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
14,855
Previous 13,419 10.7%
Holding current value
$1.64 Million
Previous $1.43 Billion 15.42%
% of portfolio
1.5%
Previous 1.07%

Shares

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

Apr 25, 2025

BUY
$106.22 - $111.09 $152,531 - $159,525
1,436 Added 10.7%
14,855 $1.65 Billion
Q4 2024

Jan 29, 2025

SELL
$106.33 - $110.69 $19,139 - $19,924
-180 Reduced 1.32%
13,419 $1.43 Billion
Q3 2024

Nov 12, 2024

SELL
$105.92 - $110.83 $15,570 - $16,292
-147 Reduced 1.07%
13,599 $1.5 Billion
Q2 2024

Aug 09, 2024

BUY
$105.01 - $107.23 $319,020 - $325,764
3,038 Added 28.37%
13,746 $1.47 Billion
Q1 2024

May 14, 2024

BUY
$105.69 - $108.04 $1.13 Million - $1.16 Million
10,708 New
10,708 $1.15 Billion

Others Institutions Holding TIP

About ISHARES TR TIPS BD ETF


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

Track Perissos Private Wealth Management, LLC Portfolio

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

News

Stay updated on Perissos Private Wealth Management, LLC with notifications on news.