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 $256,230. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,380
Previous 2,493 4.53%
Holding current value
$256,230
Previous $266,000 1.5%
% of portfolio
0.13%
Previous 0.15%

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

About ISHARES TR TIPS BD ETF


  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
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