A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 9,716 shares of TIP stock, worth $1.05 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,716
Previous 87,096 88.84%
Holding current value
$1.05 Million
Previous $9.3 Million 88.46%
% of portfolio
0.01%
Previous 0.08%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$105.92 - $110.83 $8.2 Million - $8.58 Million
-77,380 Reduced 88.84%
9,716 $1.07 Million
Q2 2024

Aug 14, 2024

SELL
$105.01 - $107.23 $67,626 - $69,056
-644 Reduced 0.73%
87,096 $9.3 Million
Q1 2024

May 15, 2024

SELL
$105.69 - $108.04 $623,465 - $637,327
-5,899 Reduced 6.3%
87,740 $9.42 Million
Q4 2023

Feb 14, 2024

BUY
$102.12 - $107.97 $7.42 Million - $7.85 Million
72,691 Added 347.01%
93,639 $10.1 Million
Q3 2023

Nov 14, 2023

SELL
$103.4 - $107.7 $621,537 - $647,384
-6,011 Reduced 22.3%
20,948 $2.17 Million
Q2 2023

Aug 14, 2023

SELL
$107.1 - $111.15 $348,717 - $361,904
-3,256 Reduced 10.78%
26,959 $2.9 Million
Q1 2023

Aug 14, 2023

BUY
$106.24 - $110.25 $342,730 - $355,666
3,226 Added 11.97%
30,185 $3.33 Million
Q1 2023

May 15, 2023

SELL
$106.24 - $110.25 $877,542 - $910,665
-8,260 Reduced 21.47%
30,215 $3.33 Million
Q4 2022

Feb 14, 2023

SELL
$104.91 - $110.18 $2.42 Million - $2.54 Million
-23,082 Reduced 37.5%
38,475 $4.1 Million
Q3 2022

Nov 14, 2022

SELL
$104.9 - $118.23 $659,506 - $743,312
-6,287 Reduced 9.27%
61,557 $6.46 Million
Q2 2022

Aug 11, 2022

SELL
$113.44 - $123.09 $577,523 - $626,651
-5,091 Reduced 6.98%
67,844 $7.73 Million
Q1 2022

May 16, 2022

BUY
$122.95 - $129.16 $30,491 - $32,031
248 Added 0.34%
72,935 $9.09 Million
Q4 2021

Feb 14, 2022

SELL
$127.7 - $130.86 $1.62 Million - $1.66 Million
-12,692 Reduced 14.87%
72,687 $9.39 Million
Q3 2021

Nov 15, 2021

SELL
$127.3 - $130.61 $52,574 - $53,941
-413 Reduced 0.48%
85,379 $10.9 Million
Q2 2021

Aug 13, 2021

BUY
$125.2 - $128.01 $683,341 - $698,678
5,458 Added 6.79%
85,792 $11 Million
Q1 2021

May 14, 2021

BUY
$124.29 - $128.12 $472,923 - $487,496
3,805 Added 4.97%
80,334 $10.1 Million
Q4 2020

Feb 17, 2021

SELL
$124.65 - $127.65 $1.79 Million - $1.83 Million
-14,349 Reduced 15.79%
76,529 $9.77 Million
Q3 2020

Nov 13, 2020

SELL
$123.08 - $127.1 $4.43 Million - $4.58 Million
-36,006 Reduced 28.38%
90,878 $11.5 Million
Q2 2020

Aug 13, 2020

SELL
$118.46 - $123.2 $3.52 Million - $3.66 Million
-29,743 Reduced 18.99%
126,884 $15.6 Million
Q1 2020

May 15, 2020

SELL
$108.81 - $122.54 $2.85 Million - $3.21 Million
-26,177 Reduced 14.32%
156,627 $18.5 Million
Q4 2019

Feb 14, 2020

SELL
$115.27 - $117.05 $4.48 Million - $4.55 Million
-38,843 Reduced 17.52%
182,804 $21.3 Million
Q3 2019

Nov 14, 2019

SELL
$114.63 - $118.1 $41.9 Million - $43.2 Million
-365,663 Reduced 62.26%
221,647 $25.8 Million
Q2 2019

Aug 13, 2019

BUY
$112.34 - $115.84 $35.6 Million - $36.7 Million
316,464 Added 116.84%
587,310 $67.8 Million
Q1 2019

May 14, 2019

BUY
$109.53 - $113.07 $1.66 Million - $1.72 Million
15,200 Added 5.95%
270,846 $30.6 Million
Q4 2018

Feb 14, 2019

SELL
$108.28 - $110.37 $12.4 Million - $12.6 Million
-114,136 Reduced 30.87%
255,646 $28 Million
Q3 2018

Nov 14, 2018

SELL
$110.43 - $113.01 $1.95 Million - $2 Million
-17,698 Reduced 4.57%
369,782 $40.9 Million
Q2 2018

Aug 14, 2018

BUY
$111.06 - $113.18 $17.4 Million - $17.7 Million
156,781 Added 67.96%
387,480 $43.7 Million
Q1 2018

May 15, 2018

SELL
$111.39 - $113.94 $5.68 Million - $5.81 Million
-51,024 Reduced 18.11%
230,699 $26.1 Million
Q4 2017

Feb 13, 2018

SELL
$112.97 - $114.3 $1.54 Million - $1.56 Million
-13,622 Reduced 4.61%
281,723 $32.1 Million
Q3 2017

Nov 14, 2017

BUY
$113.58 - $115.22 $1.51 Million - $1.53 Million
13,308 Added 4.72%
295,345 $33.5 Million
Q2 2017

Aug 14, 2017

BUY
N/A
282,037
282,037 $32 Million

Others Institutions Holding TIP

About ISHARES TR TIPS BD ETF


  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
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