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

Summit Wealth Group, LLC

$389 Million
Q2 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 5,766 shares of TIP stock, worth $635,989. This represents 0.16% of its overall portfolio holdings.

Number of Shares

5,766

Previous 11,156 48.31%

Holding current value

$635,989

Previous $1.24 Million 48.75%

% of portfolio

0.16%

Previous 0.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,134

Shares Held

119M

Call Options Held

16.5M

Put Options Held

17M

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