Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 485,165 shares of TIP (ISHARES TR), worth $53.5M as of 2026-Q1. The position was increased (+4.5% shares). TIP represents 0.5% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$53.5M
Current Shares
485,165
Total Value Change
+$12.6M
Total Shares Change
+101,741
Other major holders of TIP: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC
Increased |
| 485,165 |
+4.5% |
| $53.5M |
| 0.5% |
| $111.50 |
37 |
| 2025-Q4 | 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 |