West Financial Advisors, LLC Ishares Tr Tips Bd ETF Transaction History
West Financial Advisors, LLC
- $466 Million
- Q1 2024
A detailed history of West Financial Advisors, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 87,157 shares of TIP stock, worth $9.31 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
87,157
Previous 85,273
2.21%
Holding current value
$9.31 Million
Previous $9.17 Million
2.14%
% of portfolio
2.01%
Previous 2.09%
Shares
15 transactions
Others Institutions Holding TIP
# of Institutions
1,131Shares Held
118MCall Options Held
435KPut Options Held
167K-
Black Rock Inc. New York, NY34.6MShares$3.69 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC12MShares$1.28 Billion0.12% of portfolio
-
Morgan Stanley New York, NY4.66MShares$497 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY3.71MShares$396 Million0.04% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.51MShares$375 Million0.09% of portfolio