Smart Money Group LLC Ishares Barclays 0 5 Year Tips Transaction History

Smart Money Group LLC

$254 Million
Q4 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 25, 2023	BUY	$97.43 - $99.5 $4.56 Million - $4.66 Million	46,796 Added 87.29%	100,408 $9.8 Million
Q1 2023 May 08, 2023	BUY	$96.86 - $99.23 $2.1 Million - $2.15 Million	21,677 Added 67.88%	53,612 $5.32 Million
Q4 2022 Jan 24, 2023	SELL	$96.57 - $98.11 $5.55 Million - $5.64 Million	-57,504 Reduced 64.29%	31,935 $3.1 Million
Q3 2022 Oct 26, 2022	BUY	$96.11 - $102.85 $4.54 Million - $4.85 Million	47,203 Added 111.76%	89,439 $8.6 Million
Q2 2022 Jul 14, 2022	BUY	$101.26 - $104.65 $4.28 Million - $4.42 Million	42,236 New	42,236 $4.28 Million
Q1 2020 May 13, 2020	SELL	$96.7 - $102.1 $635,125 - $670,592	-6,568 Closed	0 $0
Q4 2019 Feb 18, 2020	BUY	$99.88 - $100.71 $26,568 - $26,788	266 Added 4.22%	6,568 $662,000
Q3 2019 Nov 06, 2019	BUY	$99.87 - $100.5 $20,273 - $20,401	203 Added 3.33%	6,302 $632,000
Q2 2019 Jul 31, 2019	BUY	$99.61 - $100.65 $53,291 - $53,847	535 Added 9.62%	6,099 $613,000
Q1 2019 May 03, 2019	SELL	$98.04 - $99.75 $154,511 - $157,206	-1,576 Reduced 22.07%	5,564 $555,000
Q4 2018 Jan 30, 2019	BUY	$97.69 - $98.71 $258,194 - $260,890	2,643 Added 58.77%	7,140 $700,000
Q3 2018 Nov 02, 2018	BUY	$98.6 - $99.48 $38,552 - $38,896	391 Added 9.52%	4,497 $444,000
Q2 2018 Aug 10, 2018	BUY	$99.2 - $99.99 $9,622 - $9,699	97 Added 2.42%	4,106 $409,000
Q1 2018 May 14, 2018	BUY	$99.45 - $100.14 $398,695 - $401,461	4,009 New	4,009 $401,000

Others Institutions Holding STIP

# of Institutions

640

Shares Held

56.9M

Call Options Held

33.5K

Put Options Held

0

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