Wealth Forward, LLC Ishares Tr Tips Bd ETF Transaction History

Wealth Forward, LLC

$141 Billion
Q1 2025

A detailed history of Wealth Forward, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Wealth Forward, LLC holds 103,079 shares of TIP stock, worth $11.2 Million. This represents 8.15% of its overall portfolio holdings.

Number of Shares

103,079

Previous 102,104 0.95%

Holding current value

$11.2 Million

Previous $10.9 Billion 5.26%

% of portfolio

8.15%

Previous 7.68%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$106.22 - $111.09 $103,564 - $108,312	975 Added 0.95%	103,079 $11.5 Billion
Q4 2024 Jan 22, 2025	BUY	$106.33 - $110.69 $293,683 - $305,725	2,762 Added 2.78%	102,104 $10.9 Billion
Q3 2024 Oct 28, 2024	SELL	$105.92 - $110.83 $146,593 - $153,388	-1,384 Reduced 1.37%	99,342 $11 Billion
Q2 2024 Jul 19, 2024	BUY	$105.01 - $107.23 $70,671 - $72,165	673 Added 0.67%	100,726 $10.8 Billion
Q1 2024 May 07, 2024	BUY	$105.69 - $108.04 $386,825 - $395,426	3,660 Added 3.8%	100,053 $10.7 Billion
Q4 2023 Feb 21, 2024	BUY	$102.12 - $107.97 $9.84 Million - $10.4 Million	96,393 New	96,393 $10.4 Billion

Others Institutions Holding TIP

# of Institutions

1,150

Shares Held

121M

Call Options Held

16.5M

Put Options Held

17M

View Full List

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

More about TIP

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Wealth Forward, LLC Ishares Tr Tips Bd ETF Transaction History