Valeo Financial Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History

Valeo Financial Advisors, LLC

$4.36 Billion
Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 17,737 shares of STIP stock, worth $1.82 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

17,737

Previous 17,730 0.04%

Holding current value

$1.82 Million

Previous $1.82 Million 0.49%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$102.4 - $103.88 $716 - $727	7 Added 0.04%	17,737 $1.83 Million
Q2 2025 Jul 22, 2025	BUY	$102.02 - $103.5 $1.81 Million - $1.84 Million	17,730 New	17,730 $1.82 Million
Q2 2021 Jul 22, 2021	SELL	$105.46 - $106.88 $1,370 - $1,389	-13 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$104.53 - $105.92 $1,358 - $1,376	13 New	13 $1,000
Q3 2020 Oct 28, 2020	SELL	$102.35 - $104.25 $307 - $312	-3 Closed	0 $0

Q2 2020 Jul 20, 2020	BUY	$99.85 - $102.42 $299 - $307	3 New	3 $0
Q3 2018 Nov 01, 2018	SELL	$98.6 - $99.48 $1,972 - $1,989	-20 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$99.2 - $99.99 $1,984 - $1,999	20 New	20 $2,000

Others Institutions Holding STIP

# of Institutions

858

Shares Held

79.8M

Call Options Held

5.6K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
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Valeo Financial Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History