Upper Left Wealth Management, LLC Ishares Tr Tips Bd ETF Transaction History

Upper Left Wealth Management, LLC

  • $134 Million
  • Q1 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 4,347 shares of TIP stock, worth $473,953. This represents 0.36% of its overall portfolio holdings.

Number of Shares
4,347
Previous 4,435 1.98%
Holding current value
$473,953
Previous $472,000 1.69%
% of portfolio
0.36%
Previous 0.42%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$106.22 - $111.09 $9,347 - $9,775
-88 Reduced 1.98%
4,347 $480,000
Q4 2024

Jan 23, 2025
SELL
$106.33 - $110.69 $11,377 - $11,843
-107 Reduced 2.36%
4,435 $472,000
Q3 2024

Nov 13, 2024
SELL
$105.92 - $110.83 $233,447 - $244,269
-2,204 Reduced 32.67%
4,542 $501,000
Q2 2024

Jul 25, 2024
SELL
$105.01 - $107.23 $50,194 - $51,255
-478 Reduced 6.62%
6,746 $720,000
Q1 2024

Apr 23, 2024
SELL
$105.69 - $108.04 $127,567 - $130,404
-1,207 Reduced 14.32%
7,224 $775,000
Q4 2023

Jan 23, 2024
SELL
$102.12 - $107.97 $20,219 - $21,378
-198 Reduced 2.29%
8,431 $906,000
Q3 2023

Oct 25, 2023
BUY
$103.4 - $107.7 $4,549 - $4,738
44 Added 0.51%
8,629 $894,000
Q2 2023

Jul 25, 2023
SELL
$107.1 - $111.15 $32,022 - $33,233
-299 Reduced 3.37%
8,585 $923,000
Q1 2023

Apr 25, 2023
SELL
$106.24 - $110.25 $31,659 - $32,854
-298 Reduced 3.25%
8,884 $979,000
Q4 2022

Jan 17, 2023
SELL
$104.91 - $110.18 $31,473 - $33,054
-300 Reduced 3.16%
9,182 $0
Q3 2022

Nov 01, 2022
BUY
$104.9 - $118.23 $497,750 - $561,001
4,745 Added 100.17%
9,482 $1.01 Million
Q2 2022

Jul 08, 2022
BUY
$113.44 - $123.09 $537,365 - $583,077
4,737 New
4,737 $540,000

Others Institutions Holding TIP

# of Institutions
1,143
Shares Held
118M
Call Options Held
17.7M
Put Options Held
17.1M
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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