Aj Wealth Strategies, LLC Ishares Tr Tips Bd ETF Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 7,989 shares of TIP stock, worth $848,591. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,989

Previous 7,989 -0.0%

Holding current value

$848,591

Previous $880,000 2.39%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 28, 2023	BUY	$106.24 - $110.25 $62,256 - $64,606	586 Added 7.92%	7,989 $880,000
Q4 2022 Jan 25, 2023	SELL	$104.91 - $110.18 $3.67 Million - $3.85 Million	-34,949 Reduced 82.52%	7,403 $788,000
Q3 2022 Oct 27, 2022	BUY	$104.9 - $118.23 $4.44 Million - $5.01 Million	42,352 New	42,352 $4.44 Million
Q4 2020 Feb 16, 2021	SELL	$124.65 - $127.65 $244,812 - $250,704	-1,964 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$118.46 - $123.2 $592,300 - $616,000	-5,000 Reduced 71.8%	1,964 $242,000
Q1 2020 May 15, 2020	BUY	$108.81 - $122.54 $547,858 - $616,988	5,035 Added 261.02%	6,964 $821,000
Q3 2019 Nov 26, 2019	BUY	$114.63 - $118.1 $221,121 - $227,814	1,929 New	1,929 $224,000

Others Institutions Holding TIP

# of Institutions

1,085

Shares Held

110M

Call Options Held

1.55M

Put Options Held

1.46M

View Full List

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

More about TIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.

Account

Aj Wealth Strategies, LLC Ishares Tr Tips Bd ETF Transaction History