Whalen Wealth Management Inc. Ishares Tr Tips Bd ETF Transaction History

Whalen Wealth Management Inc.

$171 Billion
Q3 2025

A detailed history of Whalen Wealth Management Inc. transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 13,533 shares of TIP stock, worth $1.5 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

13,533

Previous 13,044 3.75%

Holding current value

$1.5 Million

Previous $1.44 Billion 4.87%

% of portfolio

0.88%

Previous 0.9%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$109.11 - $111.88 $53,354 - $54,709	489 Added 3.75%	13,533 $1.51 Billion
Q2 2025 Aug 04, 2025	BUY	$107.93 - $110.97 $710,503 - $730,515	6,583 Added 101.89%	13,044 $1.44 Billion
Q1 2025 Apr 22, 2025	BUY	$106.22 - $111.09 $333,212 - $348,489	3,137 Added 94.37%	6,461 $718 Million
Q4 2024 Jan 17, 2025	BUY	$106.33 - $110.69 $108,243 - $112,682	1,018 Added 44.15%	3,324 $354 Million
Q3 2024 Nov 07, 2024	BUY	$105.92 - $110.83 $6,037 - $6,317	57 Added 2.53%	2,306 $255 Million

Q2 2024 Aug 01, 2024	BUY	$105.01 - $107.23 $236,167 - $241,160	2,249 New	2,249 $240 Million

Others Institutions Holding TIP

# of Institutions

1,143

Shares Held

125M

Call Options Held

16.8M

Put Options Held

16.9M

View Full List

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

More about TIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Whalen Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Whalen Wealth Management Inc. with notifications on news.

Account

Whalen Wealth Management Inc. Ishares Tr Tips Bd ETF Transaction History