Sheets Smith Wealth Management Ishares Tr Tips Bd ETF Transaction History

Sheets Smith Wealth Management

$884 Million
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 23, 2023	BUY	$103.4 - $107.7 $12,718 - $13,247	123 New	123 $12,000

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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