Williams Jones Wealth Management, Llc. Ishares Tr Tips Bd ETF Transaction History

Williams Jones Wealth Management, Llc.

  • $8.37 Billion
  • Q3 2024

A detailed history of Williams Jones Wealth Management, Llc. transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 3,031 shares of TIP stock, worth $327,378. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,031
Previous 3,442 11.94%
Holding current value
$327,378
Previous $367,000 8.99%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
SELL
$105.92 - $110.83 $43,533 - $45,551
-411 Reduced 11.94%
3,031 $334,000
Q2 2024

Aug 05, 2024
BUY
$105.01 - $107.23 $26,147 - $26,700
249 Added 7.8%
3,442 $367,000
Q1 2024

May 07, 2024
BUY
$105.69 - $108.04 $20,398 - $20,851
193 Added 6.43%
3,193 $342,000
Q4 2023

Feb 14, 2024
SELL
$102.12 - $107.97 $23,487 - $24,833
-230 Reduced 7.12%
3,000 $322,000
Q3 2023

Nov 14, 2023
BUY
$103.4 - $107.7 $333,982 - $347,871
3,230 New
3,230 $335,000

Others Institutions Holding TIP

# of Institutions
1,088
Shares Held
124M
Call Options Held
17.9M
Put Options Held
18.1M
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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