Lodestone Wealth Management LLC Ishares Barclays 0 5 Year Tips Transaction History

Lodestone Wealth Management LLC

$188 Billion
Q1 2025

A detailed history of Lodestone Wealth Management LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 5,109 shares of STIP stock, worth $526,993. This represents 0.28% of its overall portfolio holdings.

Number of Shares

5,109

Previous 5,133 0.47%

Holding current value

$526,993

Previous $516 Million 2.37%

% of portfolio

0.28%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$100.59 - $103.47 $2,414 - $2,483	-24 Reduced 0.47%	5,109 $529 Million
Q4 2024 Jan 30, 2025	SELL	$100.24 - $101.35 $9,121 - $9,222	-91 Reduced 1.74%	5,133 $516 Million
Q3 2024 Oct 29, 2024	SELL	$98.99 - $101.51 $6,236 - $6,395	-63 Reduced 1.19%	5,224 $529 Million
Q2 2024 Jul 16, 2024	SELL	$98.69 - $99.57 $4,144 - $4,181	-42 Reduced 0.79%	5,287 $526 Million
Q1 2024 Apr 30, 2024	SELL	$98.36 - $99.47 $14,950 - $15,119	-152 Reduced 2.77%	5,329 $530 Million
Q4 2023 Jan 24, 2024	SELL	$96.33 - $98.68 $76,100 - $77,957	-790 Reduced 12.6%	5,481 $540 Million
Q3 2023 Oct 20, 2023	SELL	$96.73 - $97.56 $6,577 - $6,634	-68 Reduced 1.07%	6,271 $608 Million
Q2 2023 Jul 25, 2023	BUY	$97.43 - $99.5 $7,696 - $7,860	79 Added 1.26%	6,339 $619 Million
Q1 2023 May 15, 2023	BUY	$96.86 - $99.23 $15,691 - $16,075	162 Added 2.66%	6,260 $621 Million
Q4 2022 Feb 09, 2023	BUY	$96.57 - $98.11 $588,883 - $598,274	6,098 New	6,098 $591 Million

Others Institutions Holding STIP

# of Institutions

828

Shares Held

75.2M

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 Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Account

Lodestone Wealth Management LLC Ishares Barclays 0 5 Year Tips Transaction History