Insight Wealth Partners, LLC TIP Holdings History
Insight Wealth Partners, LLC's iShares TIPS Bond ETF Holding Summary
As of 2025-03-31, Insight Wealth Partners, LLC held 46,209.00 shares of iShares TIPS Bond ETF(TIP), totaling $5.13 Mil. This investment constitutes 0.85% of their stock portfolio, and Insight Wealth Partners, LLC now holds 0.04% of the outstanding iShares TIPS Bond ETF(TIP) stock.
The initial trade took place in 2021Q1. And since then Insight Wealth Partners, LLC has made 9 purchases of TIP, at an average price of $124.64, for a total of 140,999.00 shares. In addition, there have been 8 sales at an average price of $121.30 for 94,790.00 shares. Based on historical transaction data and TIP's current price of $109.70, Insight Wealth Partners, LLC's estimated gain on his TIP holdings is $-1.01 Mil, reflecting a -5.73% gain to date.
Insight Wealth Partners, LLC TIP ($109.70) Holding Chart
Insight Wealth Partners, 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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