Burt Wealth Advisors Ishares Barclays 0 5 Year Tips Transaction History

Burt Wealth Advisors

  • $399 Million
  • Q3 2024

A detailed history of Burt Wealth Advisors transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Burt Wealth Advisors holds 120,934 shares of STIP stock, worth $12.1 Million. This represents 3.07% of its overall portfolio holdings.

Number of Shares
120,934
Previous 118,832 1.77%
Holding current value
$12.1 Million
Previous $11.8 Million 3.65%
% of portfolio
3.07%
Previous 3.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$98.99 - $101.51 $208,076 - $213,374
2,102 Added 1.77%
120,934 $12.3 Million
Q2 2024

Jul 16, 2024
SELL
$98.69 - $99.57 $559,473 - $564,462
-5,669 Reduced 4.55%
118,832 $11.8 Million
Q1 2024

Apr 18, 2024
BUY
$98.36 - $99.47 $961,862 - $972,717
9,779 Added 8.52%
124,501 $12.4 Million
Q4 2023

Feb 01, 2024
SELL
$96.33 - $98.68 $3.55 Million - $3.63 Million
-36,833 Reduced 24.3%
114,722 $11.3 Million
Q3 2023

Oct 11, 2023
BUY
$96.73 - $97.56 $1.21 Million - $1.22 Million
12,502 Added 8.99%
151,555 $14.7 Million
Q2 2023

Jul 18, 2023
BUY
$97.43 - $99.5 $361,075 - $368,747
3,706 Added 2.74%
139,053 $13.6 Million
Q1 2023

Apr 13, 2023
SELL
$96.86 - $99.23 $1.08 Million - $1.11 Million
-11,174 Reduced 7.63%
135,347 $13.4 Million
Q4 2022

Jan 17, 2023
SELL
$96.57 - $98.11 $362,040 - $367,814
-3,749 Reduced 2.49%
146,521 $14.2 Million
Q3 2022

Oct 11, 2022
SELL
$96.11 - $102.85 $327,158 - $350,101
-3,404 Reduced 2.22%
150,270 $14.4 Million
Q2 2022

Jul 29, 2022
BUY
$101.26 - $104.65 $15.6 Million - $16.1 Million
153,674 New
153,674 $15.6 Million

Others Institutions Holding STIP

# of Institutions
622
Shares Held
53.8M
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 Burt Wealth Advisors Portfolio

Follow Burt Wealth Advisors 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 Burt Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Burt Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email