Lvw Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History
Lvw Advisors, LLC
- $788 Million
- Q1 2025
A detailed history of Lvw Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Lvw Advisors, LLC holds 398,597 shares of STIP stock, worth $41 Million. This represents 5.23% of its overall portfolio holdings.
Number of Shares
398,597
Previous 380,738
4.69%
Holding current value
$41 Million
Previous $38.3 Million
7.58%
% of portfolio
5.23%
Previous 4.76%
Shares
6 transactions
Others Institutions Holding STIP
# of Institutions
687Shares Held
58.2MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$417 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
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Modera Wealth Management, LLC1.89MShares$195 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$186 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$183 Million5.58% of portfolio