Portside Wealth Group, LLC Ishares Barclays 0 5 Year Tips Transaction History

Portside Wealth Group, LLC

  • $613 Billion
  • Q1 2025

A detailed history of Portside Wealth Group, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Portside Wealth Group, LLC holds 35,183 shares of STIP stock, worth $3.6 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
35,183
Previous 32,995 6.63%
Holding current value
$3.6 Million
Previous $3.32 Billion 9.67%
% of portfolio
0.59%
Previous 0.55%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$100.59 - $103.47 $220,090 - $226,392
2,188 Added 6.63%
35,183 $3.64 Billion
Q1 2025

Apr 10, 2025
BUY
$100.59 - $103.47 $1.7 Million - $1.75 Million
16,881 Added 104.76%
32,995 $3.32 Billion
Q4 2024

Jan 15, 2025
SELL
$100.24 - $101.35 $14,133 - $14,290
-141 Reduced 0.87%
16,114 $1.63 Billion
Q3 2024

Oct 31, 2024
SELL
$98.99 - $101.51 $201,444 - $206,572
-2,035 Reduced 11.13%
16,255 $1.65 Billion
Q2 2024

Jul 18, 2024
SELL
$98.69 - $99.57 $389,035 - $392,504
-3,942 Reduced 17.73%
18,290 $1.82 Billion
Q1 2024

Apr 17, 2024
SELL
$98.36 - $99.47 $978,682 - $989,726
-9,950 Reduced 30.92%
22,232 $2.21 Billion
Q4 2023

Jan 16, 2024
SELL
$96.33 - $98.68 $539,255 - $552,410
-5,598 Reduced 14.82%
32,182 $3.17 Billion
Q3 2023

Oct 27, 2023
SELL
$96.73 - $97.56 $2.74 Million - $2.76 Million
-28,335 Reduced 42.86%
37,780 $3.66 Billion
Q2 2023

Sep 01, 2023
SELL
$97.43 - $99.5 $252 Million - $258 Million
-2,589,645 Reduced 97.51%
66,115 $6.45 Billion
Q2 2023

Aug 01, 2023
BUY
$97.43 - $99.5 $259 Million - $264 Million
2,655,760 New
2,655,760 $259 Million

Others Institutions Holding STIP

# of Institutions
689
Shares Held
58.1M
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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