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

Grand Wealth Management, LLC

$171 Million
Q4 2024

A detailed history of Grand Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Grand Wealth Management, LLC holds 4,878 shares of STIP stock, worth $504,287. This represents 0.29% of its overall portfolio holdings.

Number of Shares

4,878

Previous 5,017 2.77%

Holding current value

$504,287

Previous $508,000 3.54%

% of portfolio

0.29%

Previous 0.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$100.24 - $101.35 $13,933 - $14,087	-139 Reduced 2.77%	4,878 $490,000
Q3 2024 Nov 04, 2024	SELL	$98.99 - $101.51 $1,583 - $1,624	-16 Reduced 0.32%	5,017 $508,000
Q2 2024 Aug 08, 2024	SELL	$98.69 - $99.57 $203,893 - $205,711	-2,066 Reduced 29.1%	5,033 $500,000
Q1 2024 May 09, 2024	BUY	$98.36 - $99.47 $375,046 - $379,279	3,813 Added 116.04%	7,099 $705,000
Q4 2023 Jan 29, 2024	BUY	$96.33 - $98.68 $316,540 - $324,262	3,286 New	3,286 $323,000
Q3 2022 Nov 08, 2022	BUY	$96.11 - $102.85 $653,932 - $699,791	6,804 Added 53.44%	19,537 $1.88 Million
Q2 2022 Aug 25, 2022	SELL	$101.26 - $104.65 $8,910 - $9,209	-88 Reduced 0.69%	12,733 $1.29 Million
Q1 2022 Aug 25, 2022	BUY	$103.82 - $106.76 $135,692 - $139,535	1,307 Added 11.35%	12,821 $1.35 Million
Q4 2021 Aug 25, 2022	BUY	$105.21 - $107.0 $1.21 Million - $1.23 Million	11,514 New	11,514 $1.22 Million

Others Institutions Holding STIP

# of Institutions

679

Shares Held

57.5M

Call Options Held

22.7K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

More about STIP

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