Rvw Wealth, LLC Ishares Tr Tips Bd ETF Transaction History

Rvw Wealth, LLC

$941 Million
Q1 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 08, 2024	SELL	$102.12 - $107.97 $10,212 - $10,797	-100 Reduced 1.43%	6,905 $742,000
Q4 2022 Jan 12, 2023	SELL	$105.24 - $110.18 $631 - $661	-6 Reduced 0.09%	7,005 $0
Q1 2022 Apr 07, 2022	SELL	$122.95 - $129.16 $3,565 - $3,745	-29 Reduced 0.41%	7,011 $873,000
Q3 2021 Oct 07, 2021	BUY	$127.3 - $130.61 $3,691 - $3,787	29 Added 0.41%	7,040 $1 Million
Q2 2021 Jul 08, 2021	BUY	$125.2 - $128.01 $12,520 - $12,801	100 Added 1.45%	7,011 $1 Million

Q3 2020 Oct 09, 2020	SELL	$123.08 - $127.1 $738 - $762	-6 Reduced 0.09%	6,911 $874,000
Q1 2020 Apr 15, 2020	SELL	$108.81 - $122.54 $7,507 - $8,455	-69 Reduced 0.99%	6,917 $816,000
Q3 2019 Oct 25, 2019	SELL	$114.63 - $118.1 $5,043 - $5,196	-44 Reduced 0.63%	6,986 $812,000
Q2 2019 Jul 08, 2019	SELL	$112.34 - $115.84 $6,740 - $6,950	-60 Reduced 0.85%	7,030 $812,000
Q1 2019 Apr 24, 2019	BUY	$109.53 - $113.07 $776,567 - $801,666	7,090 New	7,090 $802,000

Others Institutions Holding TIP

# of Institutions

1,132

Shares Held

118M

Call Options Held

435K

Put Options Held

167K

Black Rock Inc. New York, NY

34.6M
Shares

$3.67 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

12M
Shares

$1.27 Billion
0.12% of portfolio
Morgan Stanley New York, NY

4.66M
Shares

$494 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

3.71M
Shares

$393 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.51M
Shares

$373 Million
0.09% of portfolio

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