A detailed history of Sequent Planning LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Sequent Planning LLC holds 107,216 shares of TIP stock, worth $11.6 Million. This represents 4.08% of its overall portfolio holdings.

Number of Shares
107,216
Previous 117,204 8.52%
Holding current value
$11.6 Million
Previous $12.4 Billion 4.59%
% of portfolio
4.08%
Previous 4.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$105.92 - $110.83 $1.06 Million - $1.11 Million
-9,988 Reduced 8.52%
107,216 $11.8 Billion
Q2 2024

Aug 12, 2024

BUY
$105.01 - $107.23 $773,713 - $790,070
7,368 Added 6.71%
117,204 $12.4 Billion
Q1 2024

May 14, 2024

BUY
$105.69 - $108.04 $11.6 Million - $11.9 Million
109,836 New
109,836 $11.8 Billion

Others Institutions Holding TIP

About ISHARES TR TIPS BD ETF


  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Sequent Planning LLC with notifications on news.