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PHILLIPS FINANCIAL MANAGEMENT, LLC
> TIP
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | iSHARES TRUST | TIP | 79,968 | 4,102 | 8,606,130,000 | 241,890,000 | $107,619.67 |
03/31/2023 | iSHARES TRUST | TIP | 75,866 | -662 | 8,364,240,000 | 218,587,000 | $110,250.18 |
12/31/2022 | iSHARES TRUST | TIP | 76,528 | -23,567 | 8,145,653,000 | 8,135,153,000 | $106,440.17 |
09/30/2022 | iSHARES TRUST | TIP | 100,095 | 1,747 | 10,500,000 | -703,000 | $104.90 |
06/30/2022 | iSHARES TRUST | TIP | 98,348 | -2,160 | 11,203,000 | -1,318,000 | $113.91 |
03/31/2022 | iSHARES TRUST | TIP | 100,508 | 5,530 | 12,521,000 | 250,000 | $124.58 |
12/31/2021 | iSHARES TRUST | TIP | 94,978 | 3,160 | 12,271,000 | 547,000 | $129.20 |
09/30/2021 | iSHARES TRUST | TIP | 91,818 | 2,366 | 11,724,000 | 273,000 | $127.69 |
06/30/2021 | iSHARES TRUST | TIP | 89,452 | 8,965 | 11,451,000 | 1,177,000 | $128.01 |
12/31/2020 | iSHARES TRUST | TIP | 80,487 | 4,094 | 10,274,000 | 610,000 | $127.65 |
09/30/2020 | iSHARES TRUST | TIP | 76,393 | 1,935 | 9,664,000 | 506,000 | $126.50 |
06/30/2020 | iSHARES TRUST | TIP | 74,458 | -530 | 9,158,000 | 275,000 | $123.00 |
03/31/2020 | iSHARES TRUST | TIP | 74,988 | -2,823 | 8,883,000 | -187,000 | $118.46 |
12/31/2019 | iSHARES TRUST | TIP | 77,811 | 790 | 9,070,000 | 113,000 | $116.56 |
09/30/2019 | iSHARES TRUST | TIP | 77,021 | 6,759 | 8,957,000 | 901,000 | $116.29 |
06/30/2019 | iSHARES TRUST | TIP | 70,262 | -2,385 | 8,056,000 | -128,000 | $114.66 |
03/31/2019 | iSHARES TRUST | TIP | 72,647 | 1,737 | 8,184,000 | 419,000 | $112.65 |
12/31/2018 | iSHARES TRUST | TIP | 70,910 | 1,907 | 7,765,000 | 162,000 | $109.51 |
09/30/2018 | iSHARES TRUST | TIP | 69,003 | 2,287 | 7,603,000 | 98,000 | $110.18 |
06/30/2018 | iSHARES TRUST | TIP | 66,716 | 2,112 | 7,505,000 | 213,000 | $112.49 |
03/31/2018 | iSHARES TRUST | TIP | 64,604 | 3,187 | 7,292,000 | 295,000 | $112.87 |
12/31/2017 | iSHARES TRUST | TIP | 61,417 | 1,166 | 6,997,000 | 154,000 | $113.93 |
09/30/2017 | iSHARES TRUST | TIP | 60,251 | 2,127 | 6,843,000 | 266,000 | $113.57 |
06/30/2017 | iSHARES TRUST | TIP | 58,124 | 1,624 | 6,577,000 | 67,000 | $113.15 |
03/31/2017 | iSHARES TRUST | TIP | 56,500 | 3,688 | 6,510,000 | 485,000 | $115.22 |
12/31/2016 | iSHARES TRUST | TIP | 52,812 | 2,913 | 6,025,000 | 220,000 | $114.08 |
09/30/2016 | iSHARES TRUST | TIP | 51,734 | 1,835 | 5,972,000 | 167,000 | $115.44 |
06/30/2016 | iSHARES TRUST | TIP | 49,899 | 49,899 | 5,805,000 | 5,805,000 | $116.33 |
03/31/2016 | iSHARES TRUST | TIP | 50,763 | -258 | 5,824,000 | 194,000 | $114.73 |
12/31/2015 | iSHARES TRUST | TIP | 51,021 | 1,372 | 5,630,000 | 87,000 | $110.35 |
09/30/2015 | iSHARES TRUST | TIP | 49,649 | 11,489 | 5,543,000 | 1,280,000 | $111.64 |
06/30/2015 | iSHARES TRUST | TIP | 38,160 | 1,972 | 4,263,000 | 95,000 | $111.71 |
03/31/2015 | iSHARES TRUST | TIP | 36,188 | 1,303 | 4,168,000 | 229,000 | $115.18 |
12/31/2014 | iSHARES TRUST | TIP | 34,885 | 2,188 | 3,939,000 | 218,000 | $112.91 |
09/30/2014 | iSHARES TRUST | TIP | 32,697 | 1,278 | 3,721,000 | 104,000 | $113.80 |
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