Iam Advisory, LLC Ishares Tr Tips Bd ETF Transaction History

Iam Advisory, LLC

$394 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 14, 2021	SELL	$127.3 - $130.61 $1.41 Million - $1.45 Million	-11,095 Closed	0 $0
Q2 2021 Jul 20, 2021	BUY	$125.2 - $128.01 $1.39 Million - $1.42 Million	11,095 New	11,095 $1.42 Million

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

$3.83 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

11.2M
Shares

$1.21 Billion
0.11% of portfolio
Morgan Stanley New York, NY

4.39M
Shares

$473 Million
0.04% of portfolio
Envestnet Asset Management Inc

3.64M
Shares

$392 Million
0.14% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.34M
Shares

$360 Million
0.07% of portfolio

About ISHARES TR TIPS BD ETF

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