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

Strategic Wealth Investment Group, LLC

  • $876 Million
  • Q3 2024

A detailed history of Strategic Wealth Investment Group, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 28,541 shares of STIP stock, worth $2.87 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
28,541
Previous 215,130 86.73%
Holding current value
$2.87 Million
Previous $21.4 Million 86.49%
% of portfolio
0.33%
Previous 2.8%

Shares

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

Oct 24, 2024
SELL
$98.99 - $101.51 $18.5 Million - $18.9 Million
-186,589 Reduced 86.73%
28,541 $2.89 Million
Q2 2024

Aug 13, 2024
BUY
$98.69 - $99.57 $1.29 Million - $1.3 Million
13,030 Added 6.45%
215,130 $21.4 Million
Q4 2023

Jan 16, 2024
BUY
$96.33 - $98.68 $1.1 Million - $1.13 Million
11,453 Added 6.01%
202,100 $19.9 Million
Q3 2023

Nov 03, 2023
BUY
$96.73 - $97.56 $792,508 - $799,309
8,193 Added 4.49%
190,647 $18.5 Million
Q2 2023

Jul 17, 2023
BUY
$97.43 - $99.5 $3.28 Million - $3.35 Million
33,687 Added 22.64%
182,454 $17.8 Million
Q1 2023

Apr 24, 2023
BUY
$96.86 - $99.23 $13.5 Million - $13.8 Million
139,049 Added 1430.84%
148,767 $14.8 Million
Q1 2023

Apr 20, 2023
SELL
$96.86 - $99.23 $11.2 Million - $11.5 Million
-115,483 Reduced 92.24%
9,718 $964,000
Q4 2022

Jan 27, 2023
BUY
$96.57 - $98.11 $1.79 Million - $1.81 Million
18,490 Added 17.33%
125,201 $0
Q3 2022

Oct 21, 2022
BUY
$96.11 - $102.85 $945,626 - $1.01 Million
9,839 Added 10.16%
106,711 $10.3 Million
Q2 2022

Aug 08, 2022
BUY
$101.26 - $104.65 $9.81 Million - $10.1 Million
96,872 New
96,872 $9.83 Million

Others Institutions Holding STIP

# of Institutions
622
Shares Held
53.8M
Call Options Held
33.5K
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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