Aquire Wealth Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History

Aquire Wealth Advisors, LLC

$318 Million
Q3 2024

A detailed history of Aquire Wealth Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 12,069 shares of STIP stock, worth $1.21 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

12,069

Previous 11,946 1.03%

Holding current value

$1.21 Million

Previous $1.19 Million 2.86%

% of portfolio

0.38%

Previous 0.4%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$98.99 - $101.51 $12,175 - $12,485	123 Added 1.03%	12,069 $1.22 Million
Q1 2024 May 13, 2024	BUY	$98.36 - $99.47 $6,885 - $6,962	70 Added 0.59%	11,946 $1.19 Million
Q4 2023 Jan 11, 2024	BUY	$96.33 - $98.68 $26,587 - $27,235	276 Added 2.38%	11,876 $1.17 Million
Q2 2023 Aug 03, 2023	SELL	$97.43 - $99.5 $39,069 - $39,899	-401 Reduced 3.34%	11,600 $1.13 Million
Q1 2023 May 01, 2023	BUY	$96.86 - $99.23 $1,162 - $1,190	12 Added 0.1%	12,001 $1.19 Million
Q4 2022 Jan 20, 2023	BUY	$96.57 - $98.11 $5,407 - $5,494	56 Added 0.47%	11,989 $0
Q3 2022 Oct 18, 2022	BUY	$96.11 - $102.85 $5,574 - $5,965	58 Added 0.49%	11,933 $1.15 Million
Q2 2022 Jul 27, 2022	SELL	$101.26 - $104.65 $38,883 - $40,185	-384 Reduced 3.13%	11,875 $1.2 Million
Q4 2021 Feb 09, 2022	BUY	$105.21 - $107.0 $1.29 Million - $1.31 Million	12,259 New	12,259 $1.3 Million

Others Institutions Holding STIP

# of Institutions

625

Shares Held

54.5M

Call Options Held

98.5K

Put Options Held

3.2K

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

More about STIP

Track This Portfolio

Portfolio Update

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

News

Stay updated on Aquire Wealth Advisors, LLC with notifications on news.

Account

Aquire Wealth Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History