J. W. Coons Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History
J. W. Coons Advisors, LLC
- $430 Million
- Q2 2025
A detailed history of J. W. Coons Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, J. W. Coons Advisors, LLC holds 5,495 shares of STIP stock, worth $565,270. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,495
Previous 5,080
8.17%
Holding current value
$565,270
Previous $525,000
7.62%
% of portfolio
0.13%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding STIP
# of Institutions
843Shares Held
80.2MCall Options Held
5.6KPut Options Held
0-
Betterment LLC New York, NY4.14MShares$426 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.32MShares$342 Million0.11% of portfolio
-
Envestnet Asset Management Inc3.32MShares$342 Million0.11% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.28MShares$234 Million2.83% of portfolio