A detailed history of Wallace Advisory Group, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 16,025 shares of TIP stock, worth $1.72 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
16,025
Previous 8,659 85.07%
Holding current value
$1.72 Million
Previous $925 Million 91.46%
% of portfolio
1.22%
Previous 0.68%

Shares

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

Jan 13, 2025

BUY
$106.33 - $110.69 $783,226 - $815,342
7,366 Added 85.07%
16,025 $1.77 Billion
Q3 2024

Oct 04, 2024

SELL
$105.92 - $110.83 $12,498 - $13,077
-118 Reduced 1.34%
8,659 $925 Million
Q2 2024

Aug 14, 2024

SELL
$105.01 - $107.23 $174,106 - $177,787
-1,658 Reduced 15.89%
8,777 $937 Million
Q1 2024

Apr 12, 2024

BUY
$105.69 - $108.04 $874,479 - $893,922
8,274 Added 382.88%
10,435 $1.12 Billion
Q4 2023

Jan 08, 2024

BUY
$102.12 - $107.97 $220,681 - $233,323
2,161 New
2,161 $224 Million

Others Institutions Holding TIP

About ISHARES TR TIPS BD ETF


  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
Track This Portfolio

Track Wallace Advisory Group, LLC Portfolio

Follow Wallace Advisory Group, 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 Wallace Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wallace Advisory Group, LLC with notifications on news.