Evoke Wealth, LLC TIP Holdings History
Evoke Wealth, LLC's iShares TIPS Bond ETF Holding Summary
As of 2025-03-31, Evoke Wealth, LLC held 1.10 Mil shares of iShares TIPS Bond ETF(TIP), totaling $121.87 Mil. This investment constitutes 3.18% of their stock portfolio, and Evoke Wealth, LLC now holds 0.86% of the outstanding iShares TIPS Bond ETF(TIP) stock.
The initial trade took place in 2019Q3. And since then Evoke Wealth, LLC has made 11 purchases of TIP, at an average price of $111.07, for a total of 4.42 Mil shares. In addition, there have been 10 sales at an average price of $109.43 for 3.32 Mil shares. Based on historical transaction data and TIP's current price of $109.70, Evoke Wealth, LLC's estimated gain on his TIP holdings is $-6.95 Mil, reflecting a -1.42% gain to date.
Evoke Wealth, LLC TIP ($109.70) Holding Chart
Evoke Wealth, LLC TIP ($109.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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