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

Jgp Wealth Management, LLC

  • $771 Million
  • Q4 2024

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 3,958 shares of STIP stock, worth $400,549. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,958
Previous 2,825 40.11%
Holding current value
$400,549
Previous $286,000 39.16%
% of portfolio
0.05%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$100.24 - $101.35 $113,571 - $114,829
1,133 Added 40.11%
3,958 $398,000
Q3 2024

Oct 09, 2024
BUY
$98.99 - $101.51 $48,109 - $49,333
486 Added 20.78%
2,825 $286,000
Q2 2024

Jul 12, 2024
BUY
$98.69 - $99.57 $230,835 - $232,894
2,339 New
2,339 $232,000

Others Institutions Holding STIP

# of Institutions
615
Shares Held
54.1M
Call Options Held
33.5K
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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