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

Accurate Wealth Management, LLC

  • $581 Million
  • Q2 2025

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 2,429 shares of STIP stock, worth $250,551. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,429
Previous 2,452 0.94%
Holding current value
$250,551
Previous $253,000 1.58%
% of portfolio
0.04%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$102.02 - $103.5 $2,346 - $2,380
-23 Reduced 0.94%
2,429 $249,000
Q1 2025

Apr 14, 2025
BUY
$100.59 - $103.47 $3,923 - $4,035
39 Added 1.62%
2,452 $253,000
Q1 2024

Apr 22, 2024
SELL
$98.36 - $99.47 $9,836 - $9,947
-100 Reduced 3.98%
2,413 $239,000
Q3 2023

Oct 23, 2023
SELL
$96.73 - $97.56 $78,738 - $79,413
-814 Reduced 24.47%
2,513 $243,000
Q2 2023

Jul 24, 2023
SELL
$97.43 - $99.5 $66,447 - $67,859
-682 Reduced 17.01%
3,327 $324,000
Q1 2023

Apr 13, 2023
SELL
$96.86 - $99.23 $279,925 - $286,774
-2,890 Reduced 41.89%
4,009 $397,000
Q4 2022

Jan 11, 2023
BUY
$96.57 - $98.11 $456,679 - $463,962
4,729 Added 217.93%
6,899 $0
Q3 2022

Nov 14, 2022
SELL
$96.11 - $102.85 $138,975 - $148,721
-1,446 Reduced 39.99%
2,170 $209,000
Q2 2022

Aug 04, 2022
BUY
$101.26 - $104.65 $366,156 - $378,414
3,616 New
3,616 $366,000

Others Institutions Holding STIP

# of Institutions
828
Shares Held
75.2M
Call Options Held
4.5K
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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