Aspireon Wealth Advisors Ishares Tr Tips Bd ETF Transaction History

Aspireon Wealth Advisors

  • $183 Million
  • Q1 2023

A detailed history of Aspireon Wealth Advisors transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Aspireon Wealth Advisors holds 94,355 shares of TIP stock, worth $10.3 Million. This represents 5.67% of its overall portfolio holdings.

Number of Shares
94,355
Previous 55,210 70.9%
Holding current value
$10.3 Million
Previous $6.12 Million 69.96%
% of portfolio
5.67%
Previous 3.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 22, 2023
BUY
$106.24 - $110.25 $4.16 Million - $4.32 Million
39,145 Added 70.9%
94,355 $10.4 Million
Q4 2022

Feb 08, 2023
SELL
$104.91 - $110.18 $5.62 Million - $5.9 Million
-53,581 Reduced 49.25%
55,210 $6.12 Million
Q3 2022

Nov 18, 2022
BUY
$104.9 - $118.23 $10.6 Million - $12 Million
101,215 Added 1336.0%
108,791 $11.4 Million
Q3 2022

Nov 15, 2022
SELL
$104.9 - $118.23 $10 Million - $11.3 Million
-95,552 Reduced 92.65%
7,576 $792,000
Q2 2022

Jul 29, 2022
SELL
$113.44 - $123.09 $444,571 - $482,389
-3,919 Reduced 3.66%
103,128 $11.8 Million
Q1 2022

May 11, 2022
BUY
$122.95 - $129.16 $3.85 Million - $4.05 Million
31,342 Added 41.4%
107,047 $13.4 Million
Q4 2021

Feb 15, 2022
BUY
$127.7 - $130.86 $2.68 Million - $2.74 Million
20,963 Added 38.29%
75,705 $9.77 Million
Q3 2021

Nov 15, 2021
SELL
$127.3 - $130.61 $4.61 Million - $4.73 Million
-36,235 Reduced 39.83%
54,742 $6.99 Million
Q2 2021

Aug 16, 2021
BUY
$125.2 - $128.01 $497,920 - $509,095
3,977 Added 4.57%
90,977 $11.6 Million
Q1 2021

Apr 19, 2021
BUY
$124.29 - $128.12 $1.62 Million - $1.67 Million
13,000 Added 17.57%
87,000 $11 Million
Q4 2020

Feb 23, 2021
BUY
$124.65 - $127.65 $9.22 Million - $9.45 Million
74,000 New
74,000 $9.5 Million

Others Institutions Holding TIP

# of Institutions
1,142
Shares Held
119M
Call Options Held
17.7M
Put Options Held
17.1M
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 Aspireon Wealth Advisors Portfolio

Follow Aspireon Wealth Advisors 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 Aspireon Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Aspireon Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email