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

Wallace Advisory Group, LLC

$139 Billion
Q2 2024

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 9,208 shares of STIP stock, worth $924,759. This represents 0.66% of its overall portfolio holdings.

Number of Shares

9,208

Previous 10,190 9.64%

Holding current value

$924,759

Previous $1 Billion 8.81%

% of portfolio

0.66%

Previous 0.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$96.72 - $98.11 $2.61 Million - $2.64 Million	26,951 New	26,951 $2.61 Billion

Others Institutions Holding STIP

# of Institutions

624

Shares Held

54.6M

Call Options Held

98.5K

Put Options Held

3.2K

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