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

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Modern Wealth Management, LLC holds 634,297 shares of STIP stock, worth $65.2 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares
634,297
Previous 1,051,342 39.67%
Holding current value
$65.2 Million
Previous $107 Billion 39.47%
% of portfolio
2.26%
Previous 6.48%

Shares

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

Feb 11, 2025
SELL
$100.24 - $101.35 $41.8 Million - $42.3 Million
-417,045 Reduced 39.67%
634,297 $64.5 Billion
Q3 2024

Nov 05, 2024
BUY
$98.99 - $101.51 $1.33 Million - $1.37 Million
13,470 Added 1.3%
1,051,342 $107 Billion
Q2 2024

Aug 07, 2024
SELL
$98.69 - $99.57 $3.61 Million - $3.65 Million
-36,620 Reduced 3.41%
1,037,872 $103 Billion
Q1 2024

May 13, 2024
BUY
$98.36 - $99.47 $2.12 Million - $2.14 Million
21,560 Added 2.05%
1,074,492 $106 Billion
Q4 2023

Feb 14, 2024
BUY
$96.33 - $98.68 $101 Million - $104 Million
1,052,932 New
1,052,932 $104 Billion

Others Institutions Holding STIP

# of Institutions
675
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
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