True Wealth Advisors, LLC Ishares Tr Tips Bd ETF Transaction History

True Wealth Advisors, LLC

$271 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	BUY	$103.4 - $107.7 $83,237 - $86,698	805 Added 36.49%	3,011 $312,000
Q2 2023 Jul 31, 2023	SELL	$107.1 - $111.15 $54,942 - $57,019	-513 Reduced 18.87%	2,206 $237,000
Q1 2023 Apr 19, 2023	SELL	$106.24 - $110.25 $98,378 - $102,091	-926 Reduced 25.4%	2,719 $299,000
Q4 2022 Jan 23, 2023	SELL	$104.91 - $110.18 $255,141 - $267,957	-2,432 Reduced 40.02%	3,645 $0
Q3 2022 Oct 21, 2022	SELL	$104.9 - $118.23 $170,672 - $192,360	-1,627 Reduced 21.12%	6,077 $637,000
Q2 2022 Jul 27, 2022	SELL	$113.44 - $123.09 $127,052 - $137,860	-1,120 Reduced 12.69%	7,704 $878,000
Q1 2022 May 05, 2022	BUY	$122.95 - $129.16 $231,514 - $243,208	1,883 Added 27.13%	8,824 $1.14 Million
Q1 2022 May 04, 2022	SELL	$122.95 - $129.16 $231,514 - $243,208	-1,883 Reduced 21.34%	6,941 $825,000
Q4 2021 Feb 02, 2022	BUY	$127.7 - $130.86 $608,745 - $623,809	4,767 Added 117.5%	8,824 $1.14 Million
Q3 2021 Oct 25, 2021	BUY	$127.3 - $130.61 $516,456 - $529,884	4,057 New	4,057 $518,000

Others Institutions Holding TIP

# of Institutions

1,091

Shares Held

107M

Call Options Held

312K

Put Options Held

185K

About ISHARES TR TIPS BD ETF

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