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

Vertex Planning Partners, LLC

  • $418 Billion
  • Q3 2024

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 2,506 shares of STIP stock, worth $251,552. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,506
Previous 2,723 7.97%
Holding current value
$251,552
Previous $271 Million 6.28%
% of portfolio
0.06%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
622
Shares Held
53.8M
Call Options Held
33.5K
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
Track This Portfolio

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email