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 $499,751. This represents 0.29% of its overall portfolio holdings.

Number of Shares
4,878
Previous 5,017 2.77%
Holding current value
$499,751
Previous $508,000 3.54%
% of portfolio
0.29%
Previous 0.3%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
686
Shares Held
57.8M
Call Options Held
22.7K
Put Options Held
0
View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

STIP Quotes by TradingView
  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
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