Personal Cfo Solutions, LLC Ishares Tr Tips Bd ETF Transaction History

Personal Cfo Solutions, LLC

$482 Million
Q1 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 4,005 shares of TIP stock, worth $448,159. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,005

Previous 3,641 10.0%

Holding current value

$448,159

Previous $387,000 14.73%

% of portfolio

0.09%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$106.22 - $111.09 $38,664 - $40,436	364 Added 10.0%	4,005 $444,000
Q4 2024 Feb 07, 2025	BUY	$106.33 - $110.69 $387,147 - $403,022	3,641 New	3,641 $387,000
Q2 2024 Aug 09, 2024	BUY	$105.01 - $107.23 $451,122 - $460,660	4,296 New	4,296 $458,000
Q3 2023 Nov 13, 2023	BUY	$103.4 - $107.7 $883,139 - $919,865	8,541 New	8,541 $885,000
Q2 2022 Aug 05, 2022	SELL	$113.44 - $123.09 $43,447 - $47,143	-383 Reduced 3.9%	9,439 $1.08 Million
Q1 2022 May 02, 2022	BUY	$122.95 - $129.16 $1.21 Million - $1.27 Million	9,822 New	9,822 $1.22 Million
Q2 2021 Jul 22, 2021	SELL	$125.2 - $128.01 $296,098 - $302,743	-2,365 Closed	0 $0
Q1 2021 Apr 21, 2021	BUY	$124.29 - $128.12 $293,945 - $303,003	2,365 New	2,365 $297,000

Others Institutions Holding TIP

# of Institutions

1,141

Shares Held

121M

Call Options Held

16.5M

Put Options Held

16.7M

View Full List

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

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Personal Cfo Solutions, LLC Ishares Tr Tips Bd ETF Transaction History