Stone Point Wealth LLC Ishares Tr Tips Bd ETF Transaction History

Stone Point Wealth LLC

  • $305 Million
  • Q3 2024

A detailed history of Stone Point Wealth LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 19,332 shares of TIP stock, worth $2.05 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
19,332
Previous 18,343 5.39%
Holding current value
$2.05 Million
Previous $1.96 Million 9.04%
% of portfolio
0.7%
Previous 0.71%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$105.92 - $110.83 $104,754 - $109,610
989 Added 5.39%
19,332 $2.14 Million
Q2 2024

Jul 30, 2024
BUY
$105.01 - $107.23 $160,980 - $164,383
1,533 Added 9.12%
18,343 $1.96 Million
Q1 2024

May 01, 2024
BUY
$105.69 - $108.04 $593,343 - $606,536
5,614 Added 50.14%
16,810 $1.81 Million
Q4 2023

Jan 26, 2024
SELL
$102.12 - $107.97 $108,859 - $115,096
-1,066 Reduced 8.69%
11,196 $1.2 Million
Q3 2023

Oct 25, 2023
SELL
$103.4 - $107.7 $212,797 - $221,646
-2,058 Reduced 14.37%
12,262 $1.27 Million
Q2 2023

Jul 25, 2023
BUY
$107.1 - $111.15 $47,980 - $49,795
448 Added 3.23%
14,320 $1.54 Million
Q1 2023

Apr 20, 2023
BUY
$106.24 - $110.25 $249,239 - $258,646
2,346 Added 20.35%
13,872 $1.53 Million
Q4 2022

Jan 20, 2023
SELL
$104.91 - $110.18 $375,682 - $394,554
-3,581 Reduced 23.7%
11,526 $0
Q3 2022

Nov 03, 2022
BUY
$104.9 - $118.23 $334,631 - $377,153
3,190 Added 26.77%
15,107 $1.59 Million
Q2 2022

Jul 19, 2022
BUY
$113.44 - $123.09 $634,696 - $688,688
5,595 Added 88.5%
11,917 $1.36 Million
Q1 2022

Apr 29, 2022
BUY
$122.95 - $129.16 $260,285 - $273,431
2,117 Added 50.34%
6,322 $776,000
Q4 2021

Feb 10, 2022
BUY
$127.7 - $130.86 $536,978 - $550,266
4,205 New
4,205 $544,000

Others Institutions Holding TIP

# of Institutions
1,085
Shares Held
110M
Call Options Held
1.55M
Put Options Held
1.46M
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 Stone Point Wealth LLC Portfolio

Follow Stone Point Wealth 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 Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email