A detailed history of Stone Point Wealth LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 19,332 shares of TIP stock, worth $2.08 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
19,332
Previous 18,343 5.39%
Holding current value
$2.08 Million
Previous $1.96 Million 9.04%
% of portfolio
0.7%
Previous 0.71%

Shares

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

Oct 31, 2024

BUY
$105.92 - $110.83 $104,754 - $109,610
989 Added 5.39%
19,332 $2.14 Million
Q2 2024

Jul 30, 2024

BUY
$105.01 - $107.23 $160,980 - $164,383
1,533 Added 9.12%
18,343 $1.96 Million
Q1 2024

May 01, 2024

BUY
$105.69 - $108.04 $593,343 - $606,536
5,614 Added 50.14%
16,810 $1.81 Million
Q4 2023

Jan 26, 2024

SELL
$102.12 - $107.97 $108,859 - $115,096
-1,066 Reduced 8.69%
11,196 $1.2 Million
Q3 2023

Oct 25, 2023

SELL
$103.4 - $107.7 $212,797 - $221,646
-2,058 Reduced 14.37%
12,262 $1.27 Million
Q2 2023

Jul 25, 2023

BUY
$107.1 - $111.15 $47,980 - $49,795
448 Added 3.23%
14,320 $1.54 Million
Q1 2023

Apr 20, 2023

BUY
$106.24 - $110.25 $249,239 - $258,646
2,346 Added 20.35%
13,872 $1.53 Million
Q4 2022

Jan 20, 2023

SELL
$104.91 - $110.18 $375,682 - $394,554
-3,581 Reduced 23.7%
11,526 $0
Q3 2022

Nov 03, 2022

BUY
$104.9 - $118.23 $334,631 - $377,153
3,190 Added 26.77%
15,107 $1.59 Million
Q2 2022

Jul 19, 2022

BUY
$113.44 - $123.09 $634,696 - $688,688
5,595 Added 88.5%
11,917 $1.36 Million
Q1 2022

Apr 29, 2022

BUY
$122.95 - $129.16 $260,285 - $273,431
2,117 Added 50.34%
6,322 $776,000
Q4 2021

Feb 10, 2022

BUY
$127.7 - $130.86 $536,978 - $550,266
4,205 New
4,205 $544,000

Others Institutions Holding TIP

About ISHARES TR TIPS BD ETF


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