Legacy Financial Group LLC Ishares Barclays 0 5 Year Tips Transaction History
Legacy Financial Group LLC
- $614 Million
- Q3 2025
A detailed history of Legacy Financial Group LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Legacy Financial Group LLC holds 4,371 shares of STIP stock, worth $449,644. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,371
Previous 3,738
16.93%
Holding current value
$449,644
Previous $384,000
17.45%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
856Shares Held
79.8MCall 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