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

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 444 shares of STIP stock, worth $45,674. This represents 0.0% of its overall portfolio holdings.

Number of Shares

444

Previous 436 1.83%

Holding current value

$45,674

Previous $44,000 2.27%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$102.4 - $103.88 $819 - $831	8 Added 1.83%	444 $45,000
Q2 2025 Aug 13, 2025	BUY	$102.02 - $103.5 $12,548 - $12,730	123 Added 39.3%	436 $44,000
Q1 2025 May 13, 2025	SELL	$100.59 - $103.47 $155,310 - $159,757	-1,544 Reduced 83.14%	313 $32,000
Q4 2024 Feb 07, 2025	SELL	$100.24 - $101.35 $19,446 - $19,661	-194 Reduced 9.46%	1,857 $186,000
Q3 2024 Nov 08, 2024	BUY	$98.99 - $101.51 $109,878 - $112,676	1,110 Added 117.96%	2,051 $207,000

Q2 2024 Aug 13, 2024	SELL	$98.69 - $99.57 $1,282 - $1,294	-13 Reduced 1.36%	941 $93,000
Q1 2024 Jun 11, 2024	SELL	$98.36 - $99.47 $7,868 - $7,957	-80 Reduced 7.74%	954 $94,000
Q4 2023 Feb 09, 2024	SELL	$96.33 - $98.68 $25,045 - $25,656	-260 Reduced 20.09%	1,034 $101,000
Q3 2023 Nov 03, 2023	SELL	$96.73 - $97.56 $31,340 - $31,609	-324 Reduced 20.02%	1,294 $125,000
Q2 2023 Aug 04, 2023	BUY	$97.43 - $99.5 $82,133 - $83,878	843 Added 108.77%	1,618 $157,000
Q1 2023 May 11, 2023	SELL	$96.86 - $99.23 $4,939 - $5,060	-51 Reduced 6.17%	775 $76,000
Q4 2022 Feb 09, 2023	SELL	$96.57 - $98.11 $33,413 - $33,946	-346 Reduced 29.52%	826 $80,000
Q3 2022 Nov 07, 2022	SELL	$96.11 - $102.85 $6,247 - $6,685	-65 Reduced 5.25%	1,172 $113,000
Q2 2022 Aug 01, 2022	BUY	$101.26 - $104.65 $49,414 - $51,069	488 Added 65.15%	1,237 $125,000
Q1 2022 May 25, 2022	BUY	$103.82 - $106.76 $77,761 - $79,963	749 New	749 $79,000

Others Institutions Holding STIP

# of Institutions

859

Shares Held

79.7M

Call Options Held

5.6K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
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Ever Source Wealth Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History