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

Summit Wealth Group, LLC

$398 Million
Q3 2025

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 5,498 shares of TIP stock, worth $608,903. This represents 0.15% of its overall portfolio holdings.

Number of Shares

5,498

Previous 5,766 4.65%

Holding current value

$608,903

Previous $635,000 3.78%

% of portfolio

0.15%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$109.11 - $111.88 $29,241 - $29,983	-268 Reduced 4.65%	5,498 $611,000
Q2 2025 Aug 06, 2025	SELL	$107.93 - $110.97 $581,742 - $598,128	-5,390 Reduced 48.31%	5,766 $635,000
Q1 2025 May 02, 2025	SELL	$106.22 - $111.09 $124,489 - $130,197	-1,172 Reduced 9.51%	11,156 $1.24 Million
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

1,143

Shares Held

125M

Call Options Held

16.8M

Put Options Held

16.9M

View Full List

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

More about TIP

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