Lodestone Wealth Management LLC Ishares Barclays 0 5 Year Tips Transaction History

Lodestone Wealth Management LLC

  • $199 Billion
  • Q4 2024

A detailed history of Lodestone Wealth Management LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 5,133 shares of STIP stock, worth $525,567. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,133
Previous 5,224 1.74%
Holding current value
$525,567
Previous $529 Million 2.44%
% of portfolio
0.26%
Previous 0.26%

Shares

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

Jan 30, 2025
SELL
$100.24 - $101.35 $9,121 - $9,222
-91 Reduced 1.74%
5,133 $516 Million
Q3 2024

Oct 29, 2024
SELL
$98.99 - $101.51 $6,236 - $6,395
-63 Reduced 1.19%
5,224 $529 Million
Q2 2024

Jul 16, 2024
SELL
$98.69 - $99.57 $4,144 - $4,181
-42 Reduced 0.79%
5,287 $526 Million
Q1 2024

Apr 30, 2024
SELL
$98.36 - $99.47 $14,950 - $15,119
-152 Reduced 2.77%
5,329 $530 Million
Q4 2023

Jan 24, 2024
SELL
$96.33 - $98.68 $76,100 - $77,957
-790 Reduced 12.6%
5,481 $540 Million
Q3 2023

Oct 20, 2023
SELL
$96.73 - $97.56 $6,577 - $6,634
-68 Reduced 1.07%
6,271 $608 Million
Q2 2023

Jul 25, 2023
BUY
$97.43 - $99.5 $7,696 - $7,860
79 Added 1.26%
6,339 $619 Million
Q1 2023

May 15, 2023
BUY
$96.86 - $99.23 $15,691 - $16,075
162 Added 2.66%
6,260 $621 Million
Q4 2022

Feb 09, 2023
BUY
$96.57 - $98.11 $588,883 - $598,274
6,098 New
6,098 $591 Million

Others Institutions Holding STIP

# of Institutions
677
Shares Held
57.6M
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
Track This Portfolio

Track Lodestone Wealth Management LLC Portfolio

Follow Lodestone Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email