Ownership history in EVOKE WEALTH, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in ISHARES TIPS BOND ETF (TIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 1,031,783 | -5,733 | -0.6% | 2.12% | $113.4M | $109.91 |
| 2025 Q3 | REDUCED | 1,037,516 | -23,837 | -2.2% | 2.34% | $115.4M | $110.00 |
| 2025 Q2 | REDUCED | 1,061,353 | -35,678 | -3.3% | 2.67% | $116.8M | $107.79 |
| 2025 Q1 | REDUCED | 1,097,031 | -3,989 | -0.4% | 3.18% | $121.9M | $107.33 |
| 2024 Q4 | REDUCED | 1,101,020 | -7,060 | -0.6% | 3.27% | $117.3M | $102.95 |
| 2024 Q3 | REDUCED | 1,108,080 | -109,677 | -9.0% | 3.32% | $122.4M | $106.18 |
| 2024 Q1 | REDUCED | 1,217,757 | -28,380 | -2.3% | 3.87% | $130.8M | $101.20 |
| 2023 Q4 | ADDED | 1,246,137 | +803,988 | +181.8% | 2.87% | $133.9M | $101.27 |
| 2023 Q3 | REDUCED | 442,149 | -309,613 | -41.2% | 1.61% | $45.9M | $96.89 |
| 2023 Q2 | REDUCED | 751,762 | -281,663 | -27.3% | 2.81% | $80.9M | $99.56 |
As of 2025 Q4 — sorted by position size