Wealthgate Family Office, LLC Ishares Tr Tips Bd ETF Transaction History

Wealthgate Family Office, LLC

$40.6 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$127.7 - $130.86 $4,469 - $4,580	-35 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$127.3 - $130.61 $4,455 - $4,571	35 New	35 $4,000

Others Institutions Holding TIP

# of Institutions

1,096

Shares Held

111M

Call Options Held

312K

Put Options Held

185K

Black Rock Inc. New York, NY

35.6M
Shares

$3.84 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

11.2M
Shares

$1.21 Billion
0.11% of portfolio
Morgan Stanley New York, NY

4.39M
Shares

$474 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.34M
Shares

$361 Million
0.07% of portfolio
Jpmorgan Chase & CO New York, NY

2.83M
Shares

$306 Million
0.03% of portfolio

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