A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,937 shares of TIP stock, worth $208,537. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,937
Previous 1,925 0.62%
Holding current value
$208,537
Previous $205,000 3.9%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 08, 2024

BUY
$105.92 - $110.83 $1,271 - $1,329
12 Added 0.62%
1,937 $213,000
Q2 2024

Jul 17, 2024

SELL
$105.01 - $107.23 $1,785 - $1,822
-17 Reduced 0.88%
1,925 $205,000
Q1 2024

Apr 10, 2024

BUY
$105.69 - $108.04 $317 - $324
3 Added 0.15%
1,942 $208,000
Q4 2023

Jan 10, 2024

SELL
$102.12 - $107.97 $408 - $431
-4 Reduced 0.21%
1,939 $208,000
Q3 2023

Oct 10, 2023

BUY
$103.4 - $107.7 $1,654 - $1,723
16 Added 0.83%
1,943 $201,000
Q2 2023

Jul 07, 2023

SELL
$107.1 - $111.15 $4,498 - $4,668
-42 Reduced 2.13%
1,927 $207,000
Q1 2023

Apr 28, 2023

SELL
$106.24 - $110.25 $4,568 - $4,740
-43 Reduced 2.14%
1,969 $217,000
Q4 2022

Jan 10, 2023

SELL
$104.91 - $110.18 $18,778 - $19,722
-179 Reduced 8.17%
2,012 $0
Q3 2022

Oct 07, 2022

BUY
$104.9 - $118.23 $5,664 - $6,384
54 Added 2.53%
2,191 $229,000
Q2 2022

Jul 13, 2022

BUY
$113.44 - $123.09 $14,747 - $16,001
130 Added 6.48%
2,137 $243,000
Q1 2022

Apr 07, 2022

BUY
$122.95 - $129.16 $1,106 - $1,162
9 Added 0.45%
2,007 $250,000
Q4 2021

Jan 13, 2022

BUY
$127.7 - $130.86 $2,681 - $2,748
21 Added 1.06%
1,998 $258,000
Q3 2021

Oct 12, 2021

BUY
$127.3 - $130.61 $27,496 - $28,211
216 Added 12.27%
1,977 $252,000
Q2 2021

Jul 14, 2021

SELL
$125.2 - $128.01 $20,532 - $20,993
-164 Reduced 8.52%
1,761 $225,000
Q1 2021

Apr 26, 2021

SELL
$124.29 - $128.12 $994 - $1,024
-8 Reduced 0.41%
1,925 $241,000
Q4 2020

Mar 10, 2021

BUY
$124.65 - $127.65 $240,948 - $246,747
1,933 New
1,933 $247,000

Others Institutions Holding TIP

About ISHARES TR TIPS BD ETF


  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
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