Aj Wealth Strategies, LLC Ishares Barclays 0 5 Year Tips Transaction History

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 346,606 shares of STIP stock, worth $35.2 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
346,606
Previous 347,482 0.25%
Holding current value
$35.2 Million
Previous $34.5 Million 1.89%
% of portfolio
1.63%
Previous 1.8%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023
SELL
$97.43 - $99.5 $85,348 - $87,162
-876 Reduced 0.25%
346,606 $33.8 Million
Q1 2023

Apr 28, 2023
SELL
$96.86 - $99.23 $908,934 - $931,174
-9,384 Reduced 2.63%
347,482 $34.5 Million
Q4 2022

Jan 25, 2023
BUY
$96.57 - $98.11 $33.2 Million - $33.7 Million
343,328 Added 2536.03%
356,866 $34.4 Million
Q3 2022

Oct 27, 2022
BUY
$96.11 - $102.85 $1.3 Million - $1.39 Million
13,538 New
13,538 $1.3 Million

Others Institutions Holding STIP

# of Institutions
630
Shares Held
54.8M
Call Options Held
33.5K
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
Track This Portfolio

Track Aj Wealth Strategies, LLC Portfolio

Follow Aj Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email