Bwm Planning, LLC Ishares Barclays 0 5 Year Tips Transaction History
Bwm Planning, LLC
- $374 Billion
- Q4 2025
A detailed history of Bwm Planning, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Bwm Planning, LLC holds 5,899 shares of STIP stock, worth $606,830. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,899
Previous 5,781
2.04%
Holding current value
$606,830
Previous $598 Million
1.09%
% of portfolio
0.16%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding STIP
# of Institutions
842Shares Held
79.9MCall Options Held
5.6KPut Options Held
0-
Betterment LLC New York, NY4.14MShares$426 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.32MShares$342 Million0.11% of portfolio
-
Envestnet Asset Management Inc3.32MShares$342 Million0.11% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.28MShares$234 Million2.83% of portfolio