Diversify Wealth Management, LLC Ishares Tr Tips Bd ETF Transaction History

Diversify Wealth Management, LLC

$1.62 Trillion
Q2 2025

A detailed history of Diversify Wealth Management, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 5,363 shares of TIP stock, worth $598,886. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,363

Previous 10,630 49.55%

Holding current value

$598,886

Previous $1.17 Billion 49.65%

% of portfolio

0.04%

Previous 0.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	SELL	$107.93 - $110.97 $568,467 - $584,478	-5,267 Reduced 49.55%	5,363 $591 Million
Q1 2025 Apr 30, 2025	BUY	$106.22 - $111.09 $366,352 - $383,149	3,449 Added 48.03%	10,630 $1.17 Billion
Q4 2024 Jan 16, 2025	BUY	$106.33 - $110.69 $180,761 - $188,173	1,700 Added 31.02%	7,181 $763 Million
Q3 2024 Oct 25, 2024	SELL	$105.92 - $110.83 $163,752 - $171,343	-1,546 Reduced 22.0%	5,481 $594 Million
Q2 2024 Aug 08, 2024	BUY	$105.01 - $107.23 $737,905 - $753,505	7,027 New	7,027 $766 Million

Others Institutions Holding TIP

# of Institutions

1,131

Shares Held

122M

Call Options Held

16.5M

Put Options Held

16.7M

View Full List

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

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Diversify Wealth Management, LLC Ishares Tr Tips Bd ETF Transaction History