Shepherd Financial Partners LLC Ishares Tr Tips Bd ETF Transaction History

Shepherd Financial Partners LLC

$831 Million
Q1 2025

A detailed history of Shepherd Financial Partners LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 7,381 shares of TIP stock, worth $801,207. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,381

Previous 11,435 35.45%

Holding current value

$801,207

Previous $1.22 Million 32.76%

% of portfolio

0.1%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	SELL	$106.22 - $111.09 $430,615 - $450,358	-4,054 Reduced 35.45%	7,381 $819,000
Q4 2024 Jan 28, 2025	SELL	$106.33 - $110.69 $15,630 - $16,271	-147 Reduced 1.27%	11,435 $1.22 Million
Q3 2024 Oct 28, 2024	SELL	$105.92 - $110.83 $26,585 - $27,818	-251 Reduced 2.12%	11,582 $1.28 Million
Q2 2024 Aug 07, 2024	SELL	$105.01 - $107.23 $65,316 - $66,697	-622 Reduced 4.99%	11,833 $1.26 Million
Q1 2024 Apr 22, 2024	SELL	$105.69 - $108.04 $141,941 - $145,097	-1,343 Reduced 9.73%	12,455 $1.34 Million
Q4 2023 Feb 12, 2024	SELL	$102.12 - $107.97 $5.91 Million - $6.24 Million	-57,837 Reduced 80.74%	13,798 $1.48 Million
Q3 2023 Nov 08, 2023	BUY	$103.4 - $107.7 $250,228 - $260,634	2,420 Added 3.5%	71,635 $7.43 Million
Q2 2023 Aug 11, 2023	SELL	$107.1 - $111.15 $2.02 Million - $2.1 Million	-18,856 Reduced 21.41%	69,215 $7.45 Million
Q1 2023 May 01, 2023	BUY	$106.24 - $110.25 $9.36 Million - $9.71 Million	88,071 New	88,071 $9.71 Million

Others Institutions Holding TIP

# of Institutions

1,150

Shares Held

121M

Call Options Held

16.5M

Put Options Held

17M

View Full List

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

More about TIP

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Shepherd Financial Partners LLC Ishares Tr Tips Bd ETF Transaction History