Tennessee Valley Asset Management Partners Ishares Barclays 0 5 Year Tips Transaction History

Tennessee Valley Asset Management Partners

$610 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	BUY	$96.33 - $98.68 $28,899 - $29,604	300 New	300 $29,000
Q4 2022 Jan 12, 2023	BUY	$96.57 - $98.11 $534,225 - $542,744	5,532 New	5,532 $0

Others Institutions Holding STIP

# of Institutions

624

Shares Held

53.9M

Call Options Held

33.5K

Put Options Held

Betterment LLC New York, NY

3.87M
Shares

$390 Million
0.94% of portfolio
Personal Capital Advisors Corp

2.47M
Shares

$249 Million
1.16% of portfolio
Modera Wealth Management, LLC

1.81M
Shares

$183 Million
2.36% of portfolio
Black Rock Inc. New York, NY

1.81M
Shares

$182 Million
0.0% of portfolio
Tiedemann Advisors, LLC

1.52M
Shares

$153 Million
6.39% of portfolio

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