Kingswood Wealth Advisors, LLC Ishares Tr Tips Bd ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,624 shares of TIP stock, worth $284,284. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,624
Previous 2,113 24.18%
Holding current value
$284,284
Previous $233 Million 19.83%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 22, 2025
BUY
$106.33 - $110.69 $54,334 - $56,562
511 Added 24.18%
2,624 $280 Million
Q3 2024

Oct 21, 2024
SELL
$105.92 - $110.83 $9,850 - $10,307
-93 Reduced 4.22%
2,113 $233 Million
Q2 2024

Jul 09, 2024
SELL
$105.01 - $107.23 $54,080 - $55,223
-515 Reduced 18.93%
2,206 $236 Million
Q1 2024

Apr 15, 2024
SELL
$105.69 - $108.04 $474,970 - $485,531
-4,494 Reduced 62.29%
2,721 $292 Million
Q4 2023

Jan 16, 2024
BUY
$102.12 - $107.97 $371,921 - $393,226
3,642 Added 101.93%
7,215 $776 Million
Q3 2023

Oct 23, 2023
BUY
$103.4 - $107.7 $369,448 - $384,812
3,573 New
3,573 $371 Million

Others Institutions Holding TIP

# of Institutions
1,104
Shares Held
127M
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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