Vertex Planning Partners, LLC Ishares Barclays 0 5 Year Tips Transaction History

Vertex Planning Partners, LLC

$521 Billion
Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 17,897 shares of STIP stock, worth $1.84 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

17,897

Previous 4,812 271.92%

Holding current value

$1.84 Million

Previous $495 Million 273.55%

% of portfolio

0.35%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 18, 2025	BUY	$102.4 - $103.88 $1.34 Million - $1.36 Million	13,085 Added 271.92%	17,897 $1.85 Billion
Q2 2025 Aug 13, 2025	SELL	$102.02 - $103.5 $14,384 - $14,593	-141 Reduced 2.85%	4,812 $495 Million
Q4 2024 Feb 12, 2025	BUY	$100.24 - $101.35 $245,287 - $248,003	2,447 Added 97.65%	4,953 $498 Million
Q3 2024 Nov 07, 2024	SELL	$98.99 - $101.51 $21,480 - $22,027	-217 Reduced 7.97%	2,506 $254 Million
Q1 2024 May 13, 2024	BUY	$98.36 - $99.47 $9,836 - $9,947	100 Added 3.81%	2,723 $271 Million

Q4 2023 Feb 14, 2024	SELL	$96.33 - $98.68 $55,967 - $57,333	-581 Reduced 18.13%	2,623 $259 Million
Q3 2023 Nov 14, 2023	BUY	$96.73 - $97.56 $309,922 - $312,582	3,204 New	3,204 $311 Million

Others Institutions Holding STIP

# of Institutions

860

Shares Held

79.8M

Call Options Held

5.6K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

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Vertex Planning Partners, LLC Ishares Barclays 0 5 Year Tips Transaction History