Bwm Planning, LLC Ishares Barclays 0 5 Year Tips Transaction History
Bwm Planning, LLC
- $336 Billion
- Q3 2025
A detailed history of Bwm Planning, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Bwm Planning, LLC holds 5,781 shares of STIP stock, worth $594,691. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,781
Previous 2,285
153.0%
Holding current value
$594,691
Previous $236 Million
152.77%
% of portfolio
0.18%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding STIP
# of Institutions
858Shares Held
79.8MCall Options Held
5.6KPut Options Held
0-
Betterment LLC New York, NY4.14MShares$426 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.32MShares$342 Million0.11% of portfolio
-
Envestnet Asset Management Inc3.32MShares$342 Million0.11% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Ritholtz Wealth Management2.15MShares$221 Million4.4% of portfolio