Elevate Wealth Advisory, Inc Ishares Barclays 0 5 Year Tips Transaction History

Elevate Wealth Advisory, Inc

$141 Billion
Q2 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 72,275 shares of STIP stock, worth $7.43 Million. This represents 5.29% of its overall portfolio holdings.

Number of Shares

72,275

Previous 79,332 8.9%

Holding current value

$7.43 Million

Previous $8.21 Billion 9.39%

% of portfolio

5.29%

Previous 5.81%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$102.02 - $103.5 $719,955 - $730,399	-7,057 Reduced 8.9%	72,275 $7.44 Billion
Q1 2025 May 14, 2025	BUY	$100.59 - $103.47 $314,746 - $323,757	3,129 Added 4.11%	79,332 $8.21 Billion
Q4 2024 Feb 11, 2025	BUY	$100.24 - $101.35 $77,585 - $78,444	774 Added 1.03%	76,203 $7.56 Billion
Q3 2024 Nov 13, 2024	BUY	$98.99 - $101.51 $245,396 - $251,643	2,479 Added 3.4%	75,429 $7.64 Billion
Q2 2024 Aug 12, 2024	BUY	$98.69 - $99.57 $910,119 - $918,234	9,222 Added 14.47%	72,950 $7.26 Billion
Q1 2024 May 02, 2024	BUY	$98.36 - $99.47 $599,307 - $606,070	6,093 Added 10.57%	63,728 $6.34 Billion
Q4 2023 Feb 14, 2024	BUY	$96.33 - $98.68 $5.55 Million - $5.69 Million	57,635 New	57,635 $5.68 Billion

Others Institutions Holding STIP

# of Institutions

768

Shares Held

67.8M

Call Options Held

Put Options Held

420

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
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Elevate Wealth Advisory, Inc Ishares Barclays 0 5 Year Tips Transaction History