A detailed history of North Ridge Wealth Advisors, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 6,070 shares of STIP stock, worth $609,428. This represents 0.42% of its overall portfolio holdings.

Number of Shares
6,070
Previous 6,114 0.72%
Holding current value
$609,428
Previous $608 Million 1.11%
% of portfolio
0.42%
Previous 0.46%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$98.99 - $101.51 $4,355 - $4,466
-44 Reduced 0.72%
6,070 $615 Million
Q2 2024

Jul 30, 2024

BUY
$98.69 - $99.57 $19,540 - $19,714
198 Added 3.35%
6,114 $608 Million
Q1 2024

Apr 24, 2024

SELL
$98.36 - $99.47 $13,180 - $13,328
-134 Reduced 2.21%
5,916 $588 Million
Q4 2023

Jan 18, 2024

SELL
$96.33 - $98.68 $188,325 - $192,919
-1,955 Reduced 24.42%
6,050 $597 Million
Q3 2023

Oct 19, 2023

BUY
$96.73 - $97.56 $43,141 - $43,511
446 Added 5.9%
8,005 $776 Million
Q1 2023

Apr 28, 2023

BUY
$96.86 - $99.23 $732,164 - $750,079
7,559 New
7,559 $750 Million

Others Institutions Holding STIP

About ISHARES BARCLAYS 0-5 YEAR TIPS


  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
Track This Portfolio

Track North Ridge Wealth Advisors, Inc. Portfolio

Follow North Ridge Wealth Advisors, Inc. 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 North Ridge Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on North Ridge Wealth Advisors, Inc. with notifications on news.