Soa Wealth Advisors, Llc. Ishares Tr Tips Bd ETF Transaction History

Soa Wealth Advisors, Llc.

$532 Million
Q4 2024

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 1,788 shares of TIP stock, worth $192,996. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,788

Previous 1,937 7.69%

Holding current value

$192,996

Previous $213,000 10.8%

% of portfolio

0.04%

Previous 0.04%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$106.33 - $110.69 $15,843 - $16,492	-149 Reduced 7.69%	1,788 $190,000
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

# of Institutions

1,087

Shares Held

125M

Call Options Held

17.9M

Put Options Held

18.1M

View Full List

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

More about TIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Account

Soa Wealth Advisors, Llc. Ishares Tr Tips Bd ETF Transaction History