York Bridge Wealth Partners, LLC Ishares Tr Tips Bd ETF Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 2,725 shares of TIP stock, worth $290,975. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,725

Previous 2,725 -0.0%

Holding current value

$290,975

Previous $286,000 1.4%

% of portfolio

0.07%

Previous 0.07%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 18, 2022	SELL	$107.54 - $118.23 $322 - $354	-3 Reduced 0.11%	2,725 $286,000
Q2 2022 Jul 15, 2022	BUY	$113.44 - $123.09 $340 - $369	3 Added 0.11%	2,728 $311,000
Q4 2021 Jan 19, 2022	SELL	$127.7 - $130.86 $57,465 - $58,887	-450 Reduced 14.17%	2,725 $352,000
Q4 2020 Jan 19, 2021	SELL	$124.65 - $127.65 $124,650 - $127,650	-1,000 Reduced 23.95%	3,175 $405,000
Q2 2020 Jul 20, 2020	SELL	$118.46 - $123.2 $50,345 - $52,360	-425 Reduced 9.24%	4,175 $514,000

Q4 2019 Jan 17, 2020	BUY	$115.27 - $117.05 $48,989 - $49,746	425 Added 10.18%	4,600 $536,000
Q2 2019 Jul 18, 2019	BUY	$112.34 - $115.84 $16,851 - $17,376	150 Added 3.73%	4,175 $482,000
Q1 2019 May 09, 2019	SELL	$109.53 - $113.07 $176,343 - $182,042	-1,610 Reduced 28.57%	4,025 $455,000
Q4 2018 Feb 14, 2019	SELL	$108.28 - $110.37 $330,145 - $336,518	-3,049 Reduced 35.11%	5,635 $617,000
Q3 2018 Nov 14, 2018	BUY	$110.43 - $113.01 $10,490 - $10,735	95 Added 1.11%	8,684 $957,000
Q2 2018 Aug 10, 2018	BUY	$111.06 - $113.18 $29,764 - $30,332	268 Added 3.22%	8,589 $969,000
Q1 2018 May 15, 2018	BUY	$111.39 - $113.94 $51,573 - $52,754	463 Added 5.89%	8,321 $940,000
Q4 2017 Feb 12, 2018	BUY	$112.97 - $114.3 $293,722 - $297,180	2,600 Added 49.45%	7,858 $886,000
Q3 2017 Oct 27, 2017	BUY	$113.58 - $115.22 $181,046 - $183,660	1,594 Added 43.5%	5,258 $597,000
Q2 2017 Aug 14, 2017	BUY	N/A	3,664	3,664 $414,000

Others Institutions Holding TIP

# of Institutions

1,131

Shares Held

118M

Call Options Held

435K

Put Options Held

167K

View Full List

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

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York Bridge Wealth Partners, LLC Ishares Tr Tips Bd ETF Transaction History