Plan Group Financial, LLC Ishares Tr Tips Bd ETF Transaction History

Plan Group Financial, LLC

$187 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	BUY	$113.44 - $123.09 $806,104 - $874,677	7,106 New	7,106 $819,000

Others Institutions Holding TIP

# of Institutions

1,093

Shares Held

109M

Call Options Held

312K

Put Options Held

185K

Black Rock Inc. New York, NY

35.6M
Shares

$3.85 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

11.2M
Shares

$1.22 Billion
0.11% of portfolio
Morgan Stanley New York, NY

4.39M
Shares

$475 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.34M
Shares

$361 Million
0.07% of portfolio
Jpmorgan Chase & CO New York, NY

2.88M
Shares

$312 Million
0.03% of portfolio

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.