West Coast Financial LLC Pimco ETF Tr Broad Us Tips Ind Transaction History

West Coast Financial LLC

$824 Million
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 11, 2024	SELL	$50.86 - $53.68 $31,889 - $33,657	-627 Reduced 10.86%	5,145 $274,000
Q3 2023 Nov 02, 2023	SELL	$51.6 - $54.0 $77,916 - $81,540	-1,510 Reduced 20.74%	5,772 $298,000
Q2 2023 Aug 08, 2023	BUY	$53.81 - $55.94 $6,726 - $6,992	125 Added 1.75%	7,282 $393,000
Q1 2023 May 08, 2023	BUY	$53.96 - $55.8 $539 - $558	10 Added 0.14%	7,157 $399,000
Q4 2022 Feb 14, 2023	BUY	$53.53 - $56.0 $107 - $112	2 Added 0.03%	7,147 $386,000

Q3 2022 Oct 31, 2022	SELL	N/A	-582 Reduced 7.53%	7,145 $380,000
Q2 2022 Jul 11, 2022	BUY	N/A	33 Added 0.43%	7,727 $445,000
Q1 2022 Apr 20, 2022	BUY	N/A	245 Added 3.29%	7,694 $487,000
Q4 2021 Jan 19, 2022	BUY	N/A	793 Added 11.91%	7,449 $492,000
Q3 2021 Nov 03, 2021	BUY	N/A	53 Added 0.8%	6,656 $437,000
Q2 2021 Jul 28, 2021	BUY	N/A	362 Added 5.8%	6,603 $434,000
Q1 2021 May 10, 2021	BUY	N/A	6,241 New	6,241 $401,000

Others Institutions Holding TIPZ

# of Institutions

49

Shares Held

1.05M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

283K
Shares

$14.9 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

80K
Shares

$4.21 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

70.3K
Shares

$3.7 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

60.8K
Shares

$3.2 Million
0.0% of portfolio
Litman Gregory Wealth Management LLC

47.9K
Shares

$2.52 Million
0.23% of portfolio

About PIMCO ETF TR BROAD US TIPS IND

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