Trademark Financial Management, LLC Ishares Barclays 0 5 Year Tips Transaction History

Trademark Financial Management, LLC

  • $126 Billion
  • Q4 2024

A detailed history of Trademark Financial Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Trademark Financial Management, LLC holds 4,948 shares of STIP stock, worth $508,258. This represents 0.4% of its overall portfolio holdings.

Number of Shares
4,948
Previous 3,295 50.17%
Holding current value
$508,258
Previous $334 Million 49.07%
% of portfolio
0.4%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$100.24 - $101.35 $165,696 - $167,531
1,653 Added 50.17%
4,948 $498 Million
Q3 2024

Oct 31, 2024
BUY
$98.99 - $101.51 $326,172 - $334,475
3,295 New
3,295 $334 Million
Q4 2023

Feb 13, 2024
BUY
$96.33 - $98.68 $662,268 - $678,425
6,875 New
6,875 $678 Million

Others Institutions Holding STIP

# of Institutions
675
Shares Held
57.6M
Call Options Held
22.7K
Put Options Held
0
View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

STIP Quotes by TradingView
  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
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