Modern Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Modern Wealth Management, LLC holds 530,231 shares of STIP stock, worth $54.5 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
530,231
Previous 613,825 13.62%
Holding current value
$54.5 Million
Previous $63.2 Million 86660.25%
% of portfolio
1.08%
Previous 0.12%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$102.4 - $103.88 $8.56 Million - $8.68 Million
-83,594 Reduced 13.62%
530,231 $54.8 Billion
Q2 2025

Nov 12, 2025
SELL
$102.02 - $103.5 $10,712 - $10,867
-105 Reduced 0.02%
613,825 $63.2 Million
Q2 2025

Aug 14, 2025
SELL
$102.02 - $103.5 $924,403 - $937,813
-9,061 Reduced 1.45%
613,930 $63.2 Million
Q1 2025

May 30, 2025
BUY
$100.59 - $103.47 $6,940 - $7,139
69 Added 0.01%
622,991 $64.5 Million
Q1 2025

May 15, 2025
SELL
$100.59 - $103.47 $1.14 Million - $1.18 Million
-11,375 Reduced 1.79%
622,922 $64.5 Billion
Q4 2024

May 30, 2025
BUY
$100.24 - $101.35 $1.5 Million - $1.51 Million
14,947 Added 2.4%
637,869 $64.2 Million
Q4 2024

May 29, 2025
BUY
$100.24 - $101.35 $1.5 Million - $1.51 Million
14,947 Added 2.4%
637,869 $64.2 Million
Q4 2024

Feb 11, 2025
SELL
$100.24 - $101.35 $41.8 Million - $42.3 Million
-417,045 Reduced 39.67%
634,297 $64.5 Billion
Q3 2024

May 30, 2025
BUY
$98.99 - $101.51 $42.4 Million - $43.5 Million
428,542 Added 68.8%
1,051,464 $107 Million
Q3 2024

May 29, 2025
BUY
$98.99 - $101.51 $42.4 Million - $43.5 Million
428,542 Added 68.8%
1,051,464 $107 Million
Q3 2024

Nov 05, 2024
BUY
$98.99 - $101.51 $1.33 Million - $1.37 Million
13,470 Added 1.3%
1,051,342 $107 Billion
Q2 2024

May 29, 2025
BUY
$98.69 - $99.57 $41 Million - $41.3 Million
415,110 Added 66.64%
1,038,032 $103 Million
Q2 2024

Aug 07, 2024
SELL
$98.69 - $99.57 $3.61 Million - $3.65 Million
-36,620 Reduced 3.41%
1,037,872 $103 Billion
Q1 2024

May 28, 2025
BUY
$98.36 - $99.47 $45.9 Million - $46.4 Million
466,499 Added 74.89%
1,089,421 $108 Billion
Q1 2024

May 13, 2024
BUY
$98.36 - $99.47 $2.12 Million - $2.14 Million
21,560 Added 2.05%
1,074,492 $106 Billion
Q4 2023

May 28, 2025
BUY
$96.33 - $98.68 $41.8 Million - $42.9 Million
434,295 Added 69.72%
1,057,217 $104 Billion
Q4 2023

Feb 14, 2024
BUY
$96.33 - $98.68 $101 Million - $104 Million
1,052,932 New
1,052,932 $104 Billion

Others Institutions Holding STIP

# of Institutions
860
Shares Held
79.8M
Call Options Held
5.6K
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
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