Secure Asset Management, LLC Ishares Tr Tips Bd ETF Transaction History

Secure Asset Management, LLC

$568 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 20, 2023	BUY	$104.91 - $110.18 $2.48 Million - $2.6 Million	23,616 Added 150.27%	39,332 $0
Q3 2022 Oct 12, 2022	BUY	$104.9 - $118.23 $243,472 - $274,411	2,321 Added 17.33%	15,716 $1.65 Million
Q2 2022 Jul 20, 2022	BUY	$113.44 - $123.09 $333,627 - $362,007	2,941 Added 28.13%	13,395 $1.53 Million
Q1 2022 Apr 19, 2022	BUY	$122.95 - $129.16 $499,177 - $524,389	4,060 Added 63.5%	10,454 $1.3 Million
Q4 2021 Jan 24, 2022	BUY	$127.7 - $130.86 $196,274 - $201,131	1,537 Added 31.65%	6,394 $826,000
Q3 2021 Oct 28, 2021	BUY	$127.3 - $130.61 $10,820 - $11,101	85 Added 1.78%	4,857 $620,000
Q2 2021 Jul 16, 2021	BUY	$125.2 - $128.01 $113,055 - $115,593	903 Added 23.34%	4,772 $611,000
Q1 2021 Apr 14, 2021	BUY	$124.29 - $128.12 $86,754 - $89,427	698 Added 22.01%	3,869 $486,000
Q4 2020 Feb 08, 2021	BUY	$124.65 - $127.65 $28,170 - $28,848	226 Added 7.67%	3,171 $405,000
Q3 2020 Oct 20, 2020	SELL	$123.08 - $127.1 $114,710 - $118,457	-932 Reduced 24.04%	2,945 $373,000
Q2 2020 Jul 14, 2020	BUY	$118.46 - $123.2 $154,116 - $160,283	1,301 Added 50.5%	3,877 $477,000
Q1 2020 Apr 15, 2020	SELL	$108.81 - $122.54 $103,587 - $116,658	-952 Reduced 26.98%	2,576 $304,000
Q4 2019 Feb 06, 2020	BUY	$115.27 - $117.05 $406,672 - $412,952	3,528 New	3,528 $411,000

Others Institutions Holding TIP

# of Institutions

1,083

Shares Held

110M

Call Options Held

1.55M

Put Options Held

1.46M

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 Secure Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secure Asset Management, LLC with notifications on news.