Oak Harbor Wealth Partners, LLC Ishares Tr Tips Bd ETF Transaction History

Oak Harbor Wealth Partners, LLC

$317 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	SELL	$113.44 - $123.09 $113 - $123	-1 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	$127.7 - $130.86 $127 - $130	1 New	1 $0

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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