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

Topel & Distasi Wealth Management, LLC

  • $234 Million
  • Q4 2024

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 11,536 shares of TIP stock, worth $1.25 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
11,536
Previous 11,536 -0.0%
Holding current value
$1.25 Million
Previous $1.27 Million 3.53%
% of portfolio
0.53%
Previous 0.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,139
Shares Held
118M
Call Options Held
17.7M
Put Options Held
17.1M
View Full List

About ISHARES TR TIPS BD ETF

TIP Quotes by TradingView
  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
Track This Portfolio

Track Topel & Distasi Wealth Management, LLC Portfolio

Follow Topel & Distasi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Topel & Distasi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topel & Distasi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email