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 $196,429. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,788
Previous 1,788 -0.0%
Holding current value
$196,429
Previous $190,000 -0.0%
% of portfolio
0.04%
Previous 0.04%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,147
Shares Held
118M
Call Options Held
17.7M
Put Options Held
17.1M
View Full List

About ISHARES TR TIPS BD ETF

TIP Quotes by TradingView
  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, Llc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email