Verity Wealth Advisors Ishares Barclays 0 5 Year Tips Transaction History

Verity Wealth Advisors

$138 Million
Q4 2024

A detailed history of Verity Wealth Advisors transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Verity Wealth Advisors holds 13,841 shares of STIP stock, worth $1.42 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

13,841

Previous 13,841 -0.0%

Holding current value

$1.42 Million

Previous $1.4 Million 0.71%

% of portfolio

1.01%

Previous 0.99%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 04, 2024	BUY	$96.33 - $98.68 $634,140 - $649,610	6,583 Added 90.7%	13,841 $1.36 Million
Q4 2022 Jan 11, 2023	SELL	$96.57 - $98.11 $695,304 - $706,392	-7,200 Reduced 49.8%	7,258 $0
Q3 2022 Oct 27, 2022	BUY	$96.11 - $102.85 $1.02 Million - $1.09 Million	10,607 Added 275.43%	14,458 $1.39 Million
Q2 2022 Jul 12, 2022	SELL	$101.26 - $104.65 $377,902 - $390,553	-3,732 Reduced 49.22%	3,851 $391,000
Q1 2022 Apr 11, 2022	BUY	$103.82 - $106.76 $300,039 - $308,536	2,890 Added 61.58%	7,583 $796,000
Q4 2021 Jan 20, 2022	BUY	$105.21 - $107.0 $493,750 - $502,151	4,693 New	4,693 $497,000

Others Institutions Holding STIP

# of Institutions

675

Shares Held

57.6M

Call Options Held

22.7K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

More about STIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Verity Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Verity Wealth Advisors with notifications on news.

Account

Verity Wealth Advisors Ishares Barclays 0 5 Year Tips Transaction History