Moneta Group Investment Advisors LLC Ishares Tr Tips Bd ETF Transaction History

Moneta Group Investment Advisors LLC

  • $12.3 Billion
  • Q3 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 4,264 shares of TIP stock, worth $472,238. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,264
Previous 2,962 43.96%
Holding current value
$472,238
Previous $325,000 45.85%
% of portfolio
0.0%
Previous 0.0%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$109.11 - $111.88 $142,061 - $145,667
1,302 Added 43.96%
4,264 $474,000
Q2 2025

Aug 14, 2025
BUY
$107.93 - $110.97 $6,475 - $6,658
60 Added 2.07%
2,962 $325,000
Q1 2025

May 15, 2025
SELL
$106.22 - $111.09 $28,891 - $30,216
-272 Reduced 8.57%
2,902 $322,000
Q4 2024

Feb 11, 2025
SELL
$106.33 - $110.69 $98,674 - $102,720
-928 Reduced 22.62%
3,174 $338,000
Q3 2024

Nov 12, 2024
BUY
$105.92 - $110.83 $63,975 - $66,941
604 Added 17.27%
4,102 $453,000
Q2 2024

Aug 13, 2024
BUY
$105.01 - $107.23 $169,066 - $172,640
1,610 Added 85.28%
3,498 $373,000
Q1 2024

Aug 13, 2024
SELL
$105.69 - $108.04 $201,128 - $205,600
-1,903 Reduced 50.2%
1,888 $202,000
Q4 2023

Feb 15, 2024
BUY
$102.12 - $107.97 $387,136 - $409,314
3,791 New
3,791 $407,000
Q1 2023

May 15, 2023
SELL
$106.24 - $110.25 $499,965 - $518,836
-4,706 Reduced 72.14%
1,817 $200,000
Q4 2022

Feb 16, 2023
BUY
$104.91 - $110.18 $684,327 - $718,704
6,523 New
6,523 $694,000
Q3 2022

Nov 14, 2022
SELL
$104.9 - $118.23 $11,224 - $12,650
-107 Reduced 1.19%
8,856 $929,000
Q2 2022

Aug 15, 2022
BUY
$113.44 - $123.09 $55,131 - $59,821
486 Added 5.73%
8,963 $1.02 Million
Q1 2022

May 11, 2022
BUY
$122.95 - $129.16 $182,949 - $192,190
1,488 Added 21.29%
8,477 $1.06 Million
Q4 2021

Feb 11, 2022
SELL
$127.7 - $130.86 $6,512 - $6,673
-51 Reduced 0.72%
6,989 $903,000
Q3 2021

Nov 12, 2021
BUY
$127.3 - $130.61 $268,730 - $275,717
2,111 Added 42.83%
7,040 $899,000
Q2 2021

Aug 13, 2021
BUY
$125.2 - $128.01 $65,479 - $66,949
523 Added 11.87%
4,929 $631,000
Q1 2021

May 14, 2021
BUY
$124.29 - $128.12 $113,352 - $116,845
912 Added 26.1%
4,406 $553,000
Q4 2020

Feb 12, 2021
BUY
$124.65 - $127.65 $94,609 - $96,886
759 Added 27.75%
3,494 $446,000
Q3 2020

Nov 13, 2020
BUY
$123.08 - $127.1 $336,623 - $347,618
2,735 New
2,735 $346,000
Q4 2019

Feb 11, 2020
SELL
$115.27 - $117.05 $236,879 - $240,537
-2,055 Closed
0 $0
Q3 2019

Nov 12, 2019
BUY
$114.63 - $118.1 $213,555 - $220,020
1,863 Added 970.31%
2,055 $239,000
Q2 2018

Aug 15, 2018
SELL
$111.06 - $113.18 $6,774 - $6,903
-61 Reduced 24.11%
192 $22,000
Q2 2018

Aug 14, 2018
BUY
$111.06 - $113.18 $11,439 - $11,657
103 Added 68.67%
253 $28,000
Q1 2018

May 14, 2018
BUY
$111.39 - $113.94 $16,708 - $17,091
150 New
150 $17,000

Others Institutions Holding TIP

# of Institutions
1,147
Shares Held
125M
Call Options Held
16.8M
Put Options Held
16.9M
View Full List

About ISHARES TR TIPS BD ETF

TIP Quotes by TradingView
  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email