Lutz Financial Services LLC Ishares Barclays 0 5 Year Tips Transaction History

Lutz Financial Services LLC

$1.38 Billion
Q3 2025

A detailed history of Lutz Financial Services LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Lutz Financial Services LLC holds 76,375 shares of STIP stock, worth $7.86 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

76,375

Previous 69,792 9.43%

Holding current value

$7.86 Million

Previous $7.18 Million 9.91%

% of portfolio

0.57%

Previous 0.56%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$102.4 - $103.88 $674,099 - $683,842	6,583 Added 9.43%	76,375 $7.89 Million
Q2 2025 Jul 29, 2025	BUY	$102.02 - $103.5 $445,113 - $451,570	4,363 Added 6.67%	69,792 $7.18 Million
Q1 2025 May 07, 2025	BUY	$100.59 - $103.47 $597,806 - $614,922	5,943 Added 9.99%	65,429 $6.77 Million
Q4 2024 Feb 03, 2025	BUY	$100.24 - $101.35 $541,195 - $547,188	5,399 Added 9.98%	59,486 $5.98 Million
Q3 2024 Oct 29, 2024	BUY	$98.99 - $101.51 $1.21 Million - $1.24 Million	12,210 Added 29.16%	54,087 $5.48 Million

Q2 2024 Jul 29, 2024	BUY	$98.69 - $99.57 $999,631 - $1.01 Million	10,129 Added 31.9%	41,877 $4.17 Million
Q1 2024 May 03, 2024	BUY	$98.36 - $99.47 $638,946 - $646,157	6,496 Added 25.72%	31,748 $3.16 Million
Q4 2023 Feb 07, 2024	BUY	$96.33 - $98.68 $1.67 Million - $1.72 Million	17,384 Added 220.95%	25,252 $2.49 Million
Q3 2023 Nov 03, 2023	BUY	$96.73 - $97.56 $535,690 - $540,287	5,538 Added 237.68%	7,868 $762,000
Q2 2023 Aug 07, 2023	BUY	$97.43 - $99.5 $227,011 - $231,835	2,330 New	2,330 $227,000
Q1 2020 Apr 27, 2020	SELL	$96.7 - $102.1 $957,813 - $1.01 Million	-9,905 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	$99.88 - $100.71 $599 - $604	6 Added 0.06%	9,905 $997,000
Q3 2019 Oct 31, 2019	SELL	$99.87 - $100.5 $41,745 - $42,009	-418 Reduced 4.05%	9,899 $992,000
Q2 2019 Aug 13, 2019	BUY	$99.61 - $100.65 $664,498 - $671,436	6,671 Added 182.97%	10,317 $1.04 Million
Q1 2019 May 06, 2019	SELL	$98.04 - $99.75 $405,689 - $412,765	-4,138 Reduced 53.16%	3,646 $363,000
Q4 2018 Feb 13, 2019	BUY	$97.69 - $98.71 $760,418 - $768,358	7,784 New	7,784 $763,000

Others Institutions Holding STIP

# of Institutions

858

Shares Held

79.8M

Call Options Held

5.6K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

More about STIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lutz Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lutz Financial Services LLC with notifications on news.

Account

Lutz Financial Services LLC Ishares Barclays 0 5 Year Tips Transaction History