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

Insight Wealth Strategies, LLC

$740 Million
Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 85,283 shares of TIP stock, worth $9.25 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

85,283

Previous 83,175 2.53%

Holding current value

$9.25 Million

Previous $9.19 Million 1.11%

% of portfolio

1.23%

Previous 1.23%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	BUY	$106.33 - $110.69 $224,143 - $233,334	2,108 Added 2.53%	85,283 $9.09 Million
Q3 2024 Oct 07, 2024	SELL	$105.92 - $110.83 $4.37 Million - $4.57 Million	-41,238 Reduced 33.15%	83,175 $9.19 Million
Q2 2024 Jul 08, 2024	BUY	$105.01 - $107.23 $225,036 - $229,793	2,143 Added 1.75%	124,413 $13.3 Million
Q1 2024 Apr 05, 2024	BUY	$105.69 - $108.04 $249,217 - $254,758	2,358 Added 1.97%	122,270 $13.1 Million
Q4 2023 Jan 12, 2024	BUY	$102.12 - $107.97 $1.15 Million - $1.22 Million	11,283 Added 10.39%	119,912 $12.9 Million
Q3 2023 Oct 13, 2023	SELL	$103.4 - $107.7 $5.3 Million - $5.52 Million	-51,283 Reduced 32.07%	108,629 $11.3 Million
Q2 2023 Jul 14, 2023	SELL	$107.1 - $111.15 $95,104 - $98,701	-888 Reduced 0.55%	159,912 $17.2 Million
Q1 2023 Apr 06, 2023	SELL	$106.24 - $110.25 $873,930 - $906,916	-8,226 Reduced 4.87%	160,800 $17.7 Million
Q4 2022 Jan 06, 2023	BUY	$104.91 - $110.18 $458,351 - $481,376	4,369 Added 2.65%	169,026 $0
Q2 2022 Jul 01, 2022	SELL	$113.44 - $123.09 $8.53 Million - $9.26 Million	-75,203 Reduced 31.35%	164,657 $18.8 Million
Q1 2022 Apr 12, 2022	SELL	$122.95 - $129.16 $3.82 Million - $4.02 Million	-31,104 Reduced 11.48%	239,860 $29.9 Million
Q4 2021 Jan 31, 2022	BUY	$127.7 - $130.86 $9.58 Million - $9.81 Million	74,993 Added 38.27%	270,964 $35 Million
Q3 2021 Oct 28, 2021	BUY	$127.3 - $130.61 $632,299 - $648,739	4,967 Added 2.6%	195,971 $25 Million
Q2 2021 Aug 12, 2021	BUY	$125.2 - $128.01 $3.23 Million - $3.3 Million	25,780 Added 15.6%	191,004 $24.5 Million
Q1 2021 May 12, 2021	SELL	$124.29 - $128.12 $692,295 - $713,628	-5,570 Reduced 3.26%	165,224 $20.7 Million
Q4 2020 Feb 05, 2021	SELL	$124.65 - $127.65 $2.48 Million - $2.54 Million	-19,911 Reduced 10.44%	170,794 $21.8 Million
Q3 2020 Oct 29, 2020	SELL	$123.08 - $127.1 $3.11 Million - $3.22 Million	-25,297 Reduced 11.71%	190,705 $24.1 Million
Q2 2020 Jul 31, 2020	SELL	$118.46 - $123.2 $644,422 - $670,208	-5,440 Reduced 2.46%	216,002 $26.6 Million
Q1 2020 Apr 21, 2020	BUY	$108.81 - $122.54 $22.7 Million - $25.5 Million	208,269 Added 1581.03%	221,442 $26.1 Million
Q4 2019 Feb 21, 2020	SELL	$115.27 - $117.05 $1.87 Million - $1.9 Million	-16,249 Reduced 55.23%	13,173 $1.54 Million
Q3 2019 Nov 06, 2019	BUY	$114.63 - $118.1 $2.21 Million - $2.28 Million	19,300 Added 190.67%	29,422 $3.42 Million
Q2 2019 Aug 06, 2019	SELL	$112.34 - $115.84 $441,159 - $454,903	-3,927 Reduced 27.95%	10,122 $1.17 Million
Q1 2019 Apr 24, 2019	BUY	$109.53 - $113.07 $378,426 - $390,656	3,455 Added 32.61%	14,049 $1.59 Million
Q4 2018 Feb 12, 2019	BUY	$108.28 - $110.37 $1.15 Million - $1.17 Million	10,594 New	10,594 $1.16 Million

Others Institutions Holding TIP

# of Institutions

1,140

Shares Held

118M

Call Options Held

17.7M

Put Options Held

17.1M

View Full List

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

More about TIP

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