Wmg Financial Advisors, LLC Ishares Tr Tips Bd ETF Transaction History

Wmg Financial Advisors, LLC

  • $215 Million
  • Q4 2024

A detailed history of Wmg Financial Advisors, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 2,380 shares of TIP stock, worth $258,491. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,380
Previous 2,380 -0.0%
Holding current value
$258,491
Previous $262,000 3.44%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Oct 31, 2024
SELL
$105.92 - $110.83 $11,968 - $12,523
-113 Reduced 4.53%
2,380 $262,000
Q2 2024

Jul 30, 2024
BUY
$105.01 - $107.23 $315 - $321
3 Added 0.12%
2,493 $266,000
Q4 2023

Feb 08, 2024
SELL
$102.12 - $107.97 $7,556 - $7,989
-74 Reduced 2.89%
2,490 $267,000
Q2 2023

Aug 03, 2023
BUY
$107.1 - $111.15 $77,112 - $80,028
720 Added 39.05%
2,564 $275,000
Q1 2023

Apr 18, 2023
SELL
$106.24 - $110.25 $76,492 - $79,380
-720 Reduced 28.08%
1,844 $203,000
Q1 2022

Apr 18, 2022
BUY
$122.95 - $129.16 $98,360 - $103,328
800 Added 45.35%
2,564 $319,000
Q4 2021

Feb 14, 2022
BUY
$127.7 - $130.86 $225,262 - $230,837
1,764 New
1,764 $227,000

Others Institutions Holding TIP

# of Institutions
1,140
Shares Held
120M
Call Options Held
17.4M
Put Options Held
16.8M
View Full List

About ISHARES TR TIPS BD ETF

TIP Quotes by TradingView
  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
Track This Portfolio

Track Wmg Financial Advisors, LLC Portfolio

Follow Wmg Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email