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

Echo Wealth Management, LLC

$127 Million
Q3 2024

A detailed history of Echo Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Echo Wealth Management, LLC holds 3,025 shares of STIP stock, worth $303,710. This represents 0.24% of its overall portfolio holdings.

Number of Shares

3,025

Previous 4,001 24.39%

Holding current value

$303,710

Previous $398,000 23.12%

% of portfolio

0.24%

Previous 0.34%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$98.99 - $101.51 $96,614 - $99,073	-976 Reduced 24.39%	3,025 $306,000
Q2 2024 Jul 17, 2024	BUY	$98.69 - $99.57 $3,947 - $3,982	40 Added 1.01%	4,001 $398,000
Q1 2024 Apr 22, 2024	BUY	$98.36 - $99.47 $71,802 - $72,613	730 Added 22.59%	3,961 $393,000
Q4 2023 Jan 17, 2024	SELL	$96.33 - $98.68 $523,746 - $536,523	-5,437 Reduced 62.72%	3,231 $318,000
Q3 2023 Oct 20, 2023	SELL	$96.73 - $97.56 $18,862 - $19,024	-195 Reduced 2.2%	8,668 $840,000
Q2 2023 Jul 31, 2023	SELL	$97.43 - $99.5 $200,998 - $205,268	-2,063 Reduced 18.88%	8,863 $865,000
Q1 2023 Apr 28, 2023	SELL	$96.86 - $99.23 $2.82 Million - $2.89 Million	-29,109 Reduced 72.71%	10,926 $1.08 Million
Q4 2022 Jan 30, 2023	BUY	$96.57 - $98.11 $314,431 - $319,446	3,256 Added 8.85%	40,035 $3.88 Million
Q3 2022 Nov 14, 2022	BUY	$96.11 - $102.85 $3.53 Million - $3.78 Million	36,779 New	36,779 $3.58 Million

Others Institutions Holding STIP

# of Institutions

622

Shares Held

53.8M

Call Options Held

33.5K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

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