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

Whalen Wealth Management Inc.

  • $150 Billion
  • Q1 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 6,461 shares of TIP stock, worth $701,341. This represents 0.48% of its overall portfolio holdings.

Number of Shares
6,461
Previous 3,324 94.37%
Holding current value
$701,341
Previous $354 Million 102.66%
% of portfolio
0.48%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,150
Shares Held
121M
Call Options Held
16.5M
Put Options Held
17M
View Full List

About ISHARES TR TIPS BD ETF

TIP Quotes by TradingView
  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
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