Topel & Distasi Wealth Management, LLC Ishares Tr Tips Bd ETF Transaction History

Topel & Distasi Wealth Management, LLC

  • $214 Million
  • Q1 2025

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 9,925 shares of TIP stock, worth $1.08 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
9,925
Previous 11,536 13.96%
Holding current value
$1.08 Million
Previous $1.23 Million 10.33%
% of portfolio
0.51%
Previous 0.53%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$106.22 - $111.09 $171,120 - $178,965
-1,611 Reduced 13.96%
9,925 $1.1 Million
Q3 2024

Nov 12, 2024
SELL
$105.92 - $110.83 $8,579 - $8,977
-81 Reduced 0.7%
11,536 $1.27 Million
Q4 2023

Jan 12, 2024
BUY
$102.12 - $107.97 $15,318 - $16,195
150 Added 1.31%
11,617 $1.25 Million
Q1 2023

May 12, 2023
BUY
$106.24 - $110.25 $1.22 Million - $1.26 Million
11,467 New
11,467 $1.26 Million

Others Institutions Holding TIP

# of Institutions
1,148
Shares Held
121M
Call Options Held
16.5M
Put Options Held
17M
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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