Summit Wealth Group, LLC Ishares Tr Tips Bd ETF Transaction History

Summit Wealth Group, LLC

  • $345 Million
  • Q4 2024

A detailed history of Summit Wealth Group, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 12,328 shares of TIP stock, worth $1.35 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
12,328
Previous 14,497 14.96%
Holding current value
$1.35 Million
Previous $1.6 Million 17.93%
% of portfolio
0.38%
Previous 0.46%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$106.33 - $110.69 $230,629 - $240,086
-2,169 Reduced 14.96%
12,328 $1.31 Million
Q3 2024

Nov 08, 2024
SELL
$105.92 - $110.83 $139,178 - $145,630
-1,314 Reduced 8.31%
14,497 $1.6 Million
Q2 2024

Jul 31, 2024
BUY
$105.01 - $107.23 $1.66 Million - $1.7 Million
15,811 New
15,811 $1.69 Million
Q2 2023

Jul 26, 2023
SELL
$107.1 - $111.15 $87.4 Million - $90.7 Million
-815,792 Reduced 98.86%
9,426 $1.01 Million
Q1 2023

May 10, 2023
BUY
$106.24 - $110.25 $87.7 Million - $91 Million
825,218 New
825,218 $7,000

Others Institutions Holding TIP

# of Institutions
1,148
Shares Held
119M
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
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