Apex Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History

Apex Wealth Management, LLC

  • $98.5 Billion
  • Q4 2025

A detailed history of Apex Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Apex Wealth Management, LLC holds 29,727 shares of STIP stock, worth $3.06 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares
29,727
Previous 31,532 5.72%
Holding current value
$3.06 Million
Previous $3.26 Billion 6.59%
% of portfolio
3.09%
Previous 2.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
SELL
$102.72 - $103.6 $185,409 - $186,998
-1,805 Reduced 5.72%
29,727 $3.04 Billion
Q3 2025

Oct 23, 2025
BUY
$102.4 - $103.88 $30,822 - $31,267
301 Added 0.96%
31,532 $3.26 Billion
Q2 2025

Aug 08, 2025
BUY
$102.02 - $103.5 $3.19 Million - $3.23 Million
31,231 New
31,231 $3.21 Billion

Others Institutions Holding STIP

# of Institutions
842
Shares Held
80.1M
Call Options Held
5.6K
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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