Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 464,304 shares of TIP (ISHARES TR), worth $51M as of 2025-Q4. The position was increased (++5.5% shares). TIP represents 0.5% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$51M
Current Shares
464,304
Total Value Change
+$10.1M
Total Shares Change
+80,880
Other major holders of TIP: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC
Increased |
| 464,304 |
+5.5% |
| $51M |
| 0.5% |
| $110.13 |
44 |
| 2025-Q3 | Increased | 440,105 | +7.9% | $48.9M | 0.7% | $110.03 | 45 |
| 2025-Q2 | Decreased | 407,796 | -1.1% | $44.9M | 0.8% | $107.52 | 0 |
| 2025-Q1 | Increased | 412,277 | +3.5% | $45.8M | 0.8% | $106.91 | 43 |
| 2024-Q4 | New | 398,524 | - | $42.5M | 0.7% | $103.07 | 57 |
| 2024-Q3 | Exited | 0 | -100.0% | $0 | 0.0% | $106.25 | 0 |
| 2024-Q2 | New | 383,424 | - | $40.9M | 1.2% | $102.03 | 66 |