A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 3,362 shares of TIP stock, worth $358,523. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,362
Previous 4,606 27.01%
Holding current value
$358,523
Previous $491,000 24.44%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$105.92 - $110.83 $131,764 - $137,872
-1,244 Reduced 27.01%
3,362 $371,000
Q2 2024

Aug 08, 2024

BUY
$105.01 - $107.23 $76,972 - $78,599
733 Added 18.93%
4,606 $491,000
Q1 2024

May 06, 2024

SELL
$105.69 - $108.04 $19,869 - $20,311
-188 Reduced 4.63%
3,873 $415,000
Q4 2023

Feb 06, 2024

SELL
$102.12 - $107.97 $98,647 - $104,299
-966 Reduced 19.22%
4,061 $436,000
Q3 2023

Nov 06, 2023

BUY
$103.4 - $107.7 $47,150 - $49,111
456 Added 9.98%
5,027 $521,000
Q2 2023

Jul 31, 2023

SELL
$107.1 - $111.15 $373,457 - $387,580
-3,487 Reduced 43.27%
4,571 $491,000
Q1 2023

May 09, 2023

SELL
$106.24 - $110.25 $89,666 - $93,051
-844 Reduced 9.48%
8,058 $888,000
Q4 2022

Feb 13, 2023

SELL
$104.91 - $110.18 $541,965 - $569,189
-5,166 Reduced 36.72%
8,902 $947,000
Q3 2022

Nov 14, 2022

BUY
$104.9 - $118.23 $596,461 - $672,255
5,686 Added 67.84%
14,068 $1.48 Million
Q2 2022

Aug 09, 2022

BUY
$113.44 - $123.09 $4,424 - $4,800
39 Added 0.47%
8,382 $955,000
Q1 2022

May 09, 2022

BUY
$122.95 - $129.16 $5,655 - $5,941
46 Added 0.55%
8,343 $1.04 Million
Q4 2021

Feb 14, 2022

BUY
$127.7 - $130.86 $55,294 - $56,662
433 Added 5.51%
8,297 $1.07 Million
Q3 2021

Nov 15, 2021

BUY
$127.3 - $130.61 $749,415 - $768,901
5,887 Added 297.77%
7,864 $1 Million
Q2 2021

Aug 13, 2021

SELL
$125.2 - $128.01 $842,971 - $861,891
-6,733 Reduced 77.3%
1,977 $253,000
Q1 2021

May 17, 2021

BUY
$124.29 - $128.12 $827,895 - $853,407
6,661 Added 325.09%
8,710 $1.09 Million
Q4 2020

Feb 16, 2021

BUY
$124.65 - $127.65 $255,407 - $261,554
2,049 New
2,049 $262,000
Q1 2019

May 08, 2019

SELL
$109.53 - $113.07 $20,701 - $21,370
-189 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$108.28 - $110.37 $20,464 - $20,859
189 New
189 $21,000

Others Institutions Holding TIP

About ISHARES TR TIPS BD ETF


  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.