Gen Wealth Partners Inc Ishares Barclays 0 5 Year Tips Transaction History

Gen Wealth Partners Inc

$240 Billion
Q1 2025

A detailed history of Gen Wealth Partners Inc transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Gen Wealth Partners Inc holds 532 shares of STIP stock, worth $54,705. This represents 0.02% of its overall portfolio holdings.

Number of Shares

532

Holding current value

$54,705

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$100.59 - $103.47 $53,513 - $55,046	532 New	532 $55.1 Million

Others Institutions Holding STIP

# of Institutions

768

Shares Held

67.8M

Call Options Held

Put Options Held

420

Betterment LLC New York, NY

3.82M
Shares

$393 Million
0.94% of portfolio
Personal Capital Advisors Corp

2.47M
Shares

$254 Million
1.16% of portfolio
Modera Wealth Management, LLC

1.96M
Shares

$201 Million
2.79% of portfolio
Black Rock Inc. New York, NY

1.81M
Shares

$186 Million
0.0% of portfolio
Ritholtz Wealth Management

1.78M
Shares

$183 Million
5.58% of portfolio

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 Gen Wealth Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Partners Inc with notifications on news.

Account

Gen Wealth Partners Inc Ishares Barclays 0 5 Year Tips Transaction History