Wealthspan Partners, LLC Ishares Barclays 0 5 Year Tips Transaction History

Wealthspan Partners, LLC

  • $204 Million
  • Q4 2024

A detailed history of Wealthspan Partners, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Wealthspan Partners, LLC holds 5,587 shares of STIP stock, worth $572,388. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,587
Previous 5,824 4.07%
Holding current value
$572,388
Previous $590,000 4.75%
% of portfolio
0.28%
Previous 0.3%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$100.24 - $101.35 $23,756 - $24,019
-237 Reduced 4.07%
5,587 $562,000
Q3 2024

Nov 04, 2024
BUY
$98.99 - $101.51 $98 - $101
1 Added 0.02%
5,824 $590,000
Q2 2024

Jul 19, 2024
SELL
$98.69 - $99.57 $75,201 - $75,872
-762 Reduced 11.57%
5,823 $579,000
Q1 2024

Apr 29, 2024
SELL
$98.36 - $99.47 $27,245 - $27,553
-277 Reduced 4.04%
6,585 $654,000
Q4 2023

Jan 29, 2024
SELL
$96.33 - $98.68 $85,541 - $87,627
-888 Reduced 11.46%
6,862 $676,000
Q3 2023

Nov 01, 2023
SELL
$96.73 - $97.56 $65,679 - $66,243
-679 Reduced 8.06%
7,750 $751,000
Q2 2023

Aug 08, 2023
BUY
$97.43 - $99.5 $97 - $99
1 Added 0.01%
8,429 $822,000
Q1 2023

Apr 21, 2023
SELL
$96.86 - $99.23 $45,233 - $46,340
-467 Reduced 5.25%
8,428 $836,000
Q4 2022

Feb 13, 2023
BUY
$96.57 - $98.11 $24,818 - $25,214
257 Added 2.98%
8,895 $862,000
Q3 2022

Nov 14, 2022
SELL
$96.11 - $102.85 $387,515 - $414,691
-4,032 Reduced 31.82%
8,638 $830,000
Q2 2022

Aug 11, 2022
BUY
$101.26 - $104.65 $365,649 - $377,891
3,611 Added 39.86%
12,670 $1.29 Million
Q1 2022

May 12, 2022
BUY
$103.82 - $106.76 $940,505 - $967,138
9,059 New
9,059 $951,000

Others Institutions Holding STIP

# of Institutions
676
Shares Held
57.6M
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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