True Link Financial Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History

True Link Financial Advisors, LLC

$1.18 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 19, 2024	SELL	$96.33 - $98.68 $515,365 - $527,938	-5,350 Reduced 25.4%	15,712 $1.55 Million
Q3 2023 Oct 30, 2023	SELL	$96.73 - $97.56 $16,927 - $17,073	-175 Reduced 0.82%	21,062 $2.04 Million
Q4 2022 Feb 09, 2023	SELL	$96.57 - $98.11 $78,704 - $79,959	-815 Reduced 3.7%	21,237 $2.06 Million
Q3 2022 Nov 09, 2022	BUY	$96.11 - $102.85 $78,329 - $83,822	815 Added 3.84%	22,052 $2.12 Million
Q3 2021 Oct 29, 2021	BUY	$105.49 - $107.1 $129,225 - $131,197	1,225 Added 6.12%	21,237 $2.24 Million
Q2 2021 Aug 19, 2021	BUY	$105.46 - $106.88 $237,285 - $240,480	2,250 Added 12.67%	20,012 $2.13 Million
Q1 2021 May 17, 2021	BUY	$104.53 - $105.92 $130,662 - $132,400	1,250 Added 7.57%	17,762 $1.88 Million
Q4 2020 Feb 16, 2021	BUY	$103.06 - $104.43 $1.7 Million - $1.72 Million	16,512 New	16,512 $1.72 Million

Others Institutions Holding STIP

# of Institutions

623

Shares Held

53.8M

Call Options Held

33.5K

Put Options Held

0

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