Crestmont Private Wealth LLC Ishares Tr Tips Bd ETF Transaction History

Crestmont Private Wealth LLC

$229 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$113.44 - $123.09 $41,519 - $45,050	-366 Closed	0 $0
Q4 2021 Jan 05, 2022	BUY	$127.7 - $130.86 $46,738 - $47,894	366 New	366 $47,000

Others Institutions Holding TIP

# of Institutions

1,095

Shares Held

111M

Call Options Held

312K

Put Options Held

185K

Black Rock Inc. New York, NY

35.6M
Shares

$3.85 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

11.2M
Shares

$1.22 Billion
0.11% of portfolio
Morgan Stanley New York, NY

4.39M
Shares

$475 Million
0.04% of portfolio
Envestnet Asset Management Inc

3.64M
Shares

$394 Million
0.14% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.34M
Shares

$362 Million
0.07% of portfolio

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