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

Jeppson Wealth Management, LLC

  • $276 Million
  • Q4 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 4,387 shares of TIP stock, worth $472,962. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,387
Previous 4,366 0.48%
Holding current value
$472,962
Previous $482,000 3.11%
% of portfolio
0.17%
Previous 0.17%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$106.33 - $110.69 $2,232 - $2,324
21 Added 0.48%
4,387 $467,000
Q3 2024

Nov 04, 2024
BUY
$105.92 - $110.83 $2,542 - $2,659
24 Added 0.55%
4,366 $482,000
Q2 2024

Aug 05, 2024
BUY
$105.01 - $107.23 $5,985 - $6,112
57 Added 1.33%
4,342 $463,000
Q1 2024

Apr 17, 2024
SELL
$105.69 - $108.04 $528 - $540
-5 Reduced 0.12%
4,285 $460,000
Q4 2023

Jan 11, 2024
SELL
$102.12 - $107.97 $32,984 - $34,874
-323 Reduced 7.0%
4,290 $461,000
Q3 2023

Oct 25, 2023
BUY
$103.4 - $107.7 $4,136 - $4,308
40 Added 0.87%
4,613 $478,000
Q2 2023

Jul 31, 2023
SELL
$107.1 - $111.15 $105,921 - $109,927
-989 Reduced 17.78%
4,573 $492,000
Q1 2023

Apr 27, 2023
SELL
$106.24 - $110.25 $28,897 - $29,988
-272 Reduced 4.66%
5,562 $613,000
Q4 2022

Jan 27, 2023
SELL
$104.91 - $110.18 $603,442 - $633,755
-5,752 Reduced 49.65%
5,834 $0
Q3 2022

Oct 20, 2022
SELL
$104.9 - $118.23 $551,249 - $621,298
-5,255 Reduced 31.2%
11,586 $1.22 Million
Q2 2022

Aug 03, 2022
SELL
$113.44 - $123.09 $229,035 - $248,518
-2,019 Reduced 10.71%
16,841 $1.92 Million
Q1 2022

Apr 27, 2022
SELL
$122.95 - $129.16 $3.11 Million - $3.26 Million
-25,270 Reduced 57.26%
18,860 $2.35 Million
Q4 2021

Jan 19, 2022
BUY
$127.7 - $130.86 $583,589 - $598,030
4,570 Added 11.55%
44,130 $5.7 Million
Q3 2021

Nov 17, 2021
BUY
$127.3 - $130.61 $32,461 - $33,305
255 Added 0.65%
39,560 $5.05 Million
Q2 2021

Jul 20, 2021
SELL
$125.2 - $128.01 $92,648 - $94,727
-740 Reduced 1.85%
39,305 $5.03 Million
Q1 2021

May 19, 2021
BUY
$124.29 - $128.12 $96,946 - $99,933
780 Added 1.99%
40,045 $5.03 Million
Q4 2020

Mar 05, 2021
BUY
$124.65 - $127.65 $3.52 Million - $3.61 Million
28,245 Added 256.31%
39,265 $5.01 Million
Q3 2020

Nov 19, 2020
BUY
$123.08 - $127.1 $1.36 Million - $1.4 Million
11,020 New
11,020 $1.39 Million

Others Institutions Holding TIP

# of Institutions
1,117
Shares Held
123M
Call Options Held
17.9M
Put Options Held
18.1M
View Full List

About ISHARES TR TIPS BD ETF

TIP Quotes by TradingView
  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
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