Talisman Wealth Advisors LLC Ishares Tr Tips Bd ETF Transaction History

Talisman Wealth Advisors LLC

$86.2 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	BUY	$106.24 - $110.25 $277,711 - $288,193	2,614 New	2,614 $288,000

Others Institutions Holding TIP

# of Institutions

1,132

Shares Held

114M

Call Options Held

312K

Put Options Held

185K

Black Rock Inc. New York, NY

35.6M
Shares

$3.94 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

11.2M
Shares

$1.25 Billion
0.11% of portfolio
Morgan Stanley New York, NY

4.39M
Shares

$486 Million
0.04% of portfolio
Envestnet Asset Management Inc

3.64M
Shares

$403 Million
0.14% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.34M
Shares

$370 Million
0.07% of portfolio

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