Jgp Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Jgp Wealth Management, LLC
- $886 Million
- Q3 2025
A detailed history of Jgp Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 9,990 shares of STIP stock, worth $1.03 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,990
Previous 9,913
0.78%
Holding current value
$1.03 Million
Previous $1.02 Million
1.18%
% of portfolio
0.12%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding STIP
# of Institutions
859Shares Held
79.7MCall 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
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Envestnet Asset Management Inc3.32MShares$342 Million0.11% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Ritholtz Wealth Management2.15MShares$221 Million4.4% of portfolio