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

Focus Wealth Advisors, LLC

$171 Million
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 11, 2024	BUY	$96.33 - $98.68 $92,187 - $94,436	957 Added 5.71%	17,707 $1.75 Million
Q3 2023 Oct 19, 2023	SELL	$96.73 - $97.56 $1,741 - $1,756	-18 Reduced 0.11%	16,750 $1.62 Million
Q2 2023 Jul 14, 2023	SELL	$97.43 - $99.5 $17,732 - $18,109	-182 Reduced 1.07%	16,768 $1.64 Million
Q1 2023 Apr 10, 2023	SELL	$96.86 - $99.23 $18,500 - $18,952	-191 Reduced 1.11%	16,950 $1.68 Million
Q4 2022 Jan 23, 2023	SELL	$96.57 - $98.11 $6,663 - $6,769	-69 Reduced 0.4%	17,141 $0
Q3 2022 Oct 13, 2022	SELL	$96.11 - $102.85 $5,189 - $5,553	-54 Reduced 0.31%	17,210 $1.65 Million
Q2 2022 Jul 11, 2022	BUY	$101.26 - $104.65 $1.75 Million - $1.81 Million	17,264 New	17,264 $1.75 Million

Others Institutions Holding STIP

# of Institutions

615

Shares Held

54.1M

Call Options Held

33.5K

Put Options Held

0

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 Focus Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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