Schwallier Wealth Management LLC Ishares Tr Tips Bd ETF Transaction History

Schwallier Wealth Management LLC

  • $124 Billion
  • Q1 2024

A detailed history of Schwallier Wealth Management LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 29,983 shares of TIP stock, worth $3.2 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares
29,983
Previous 12,090 148.0%
Holding current value
$3.2 Million
Previous $1.3 Billion 147.51%
% of portfolio
2.59%
Previous 1.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$105.69 - $108.04 $1.89 Million - $1.93 Million
17,893 Added 148.0%
29,983 $3.22 Billion
Q4 2023

Feb 14, 2024
BUY
$102.12 - $107.97 $1.23 Million - $1.31 Million
12,090 New
12,090 $1.3 Billion

Others Institutions Holding TIP

# of Institutions
1,131
Shares Held
118M
Call Options Held
435K
Put Options Held
167K
View Full List

About ISHARES TR TIPS BD ETF

TIP Quotes by TradingView
  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
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