Wallace Advisory Group, LLC Ishares Barclays 0 5 Year Tips Transaction History

Wallace Advisory Group, LLC

$138 Billion
Q2 2025

A detailed history of Wallace Advisory Group, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 15,724 shares of STIP stock, worth $1.62 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

15,724

Previous 16,567 5.09%

Holding current value

$1.62 Million

Previous $1.67 Billion 2.38%

% of portfolio

1.18%

Previous 1.15%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$102.02 - $103.5 $86,002 - $87,250	-843 Reduced 5.09%	15,724 $1.63 Billion
Q1 2025 Apr 08, 2025	BUY	$100.59 - $103.47 $1.01 Million - $1.04 Million	10,003 Added 152.39%	16,567 $1.67 Billion
Q4 2024 Jan 13, 2025	SELL	$100.24 - $101.35 $254,910 - $257,733	-2,543 Reduced 27.92%	6,564 $665 Million
Q3 2024 Oct 04, 2024	SELL	$98.99 - $101.51 $9,997 - $10,252	-101 Reduced 1.1%	9,107 $906 Million
Q2 2024 Aug 14, 2024	SELL	$98.69 - $99.57 $96,913 - $97,777	-982 Reduced 9.64%	9,208 $916 Million
Q1 2024 Apr 12, 2024	SELL	$98.36 - $99.47 $167,998 - $169,894	-1,708 Reduced 14.36%	10,190 $1 Billion
Q4 2023 Jan 08, 2024	SELL	$96.33 - $98.68 $1.36 Million - $1.39 Million	-14,091 Reduced 54.22%	11,898 $1.15 Billion
Q3 2023 Oct 05, 2023	SELL	$96.73 - $97.56 $136,872 - $138,047	-1,415 Reduced 5.16%	25,989 $2.54 Billion
Q1 2023 May 10, 2023	BUY	$96.86 - $99.23 $43,877 - $44,951	453 Added 1.68%	27,404 $2.72 Billion
Q4 2022 Feb 21, 2023	BUY	$96.57 - $98.11 $2.6 Million - $2.64 Million	26,951 New	26,951 $2.61 Billion

Others Institutions Holding STIP

# of Institutions

829

Shares Held

75.3M

Call Options Held

4.5K

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 Wallace Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wallace Advisory Group, LLC with notifications on news.

Account

Wallace Advisory Group, LLC Ishares Barclays 0 5 Year Tips Transaction History