Acorn Financial Advisory Services Inc Ishares Barclays 0 5 Year Tips Transaction History

Acorn Financial Advisory Services Inc

$498 Million
Q2 2025

A detailed history of Acorn Financial Advisory Services Inc transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 7,127 shares of STIP stock, worth $733,368. This represents 0.15% of its overall portfolio holdings.

Number of Shares

7,127

Previous 6,533 9.09%

Holding current value

$733,368

Previous $675,000 8.59%

% of portfolio

0.15%

Previous 0.15%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$102.02 - $103.5 $60,599 - $61,479	594 Added 9.09%	7,127 $733,000
Q1 2025 Apr 29, 2025	SELL	$100.59 - $103.47 $108,234 - $111,333	-1,076 Reduced 14.14%	6,533 $675,000
Q4 2024 Feb 14, 2025	BUY	$100.24 - $101.35 $66,258 - $66,992	661 Added 9.51%	7,609 $765,000
Q3 2024 Nov 01, 2024	SELL	$98.99 - $101.51 $296 - $304	-3 Reduced 0.04%	6,948 $703,000
Q2 2024 Aug 01, 2024	BUY	$98.69 - $99.57 $12,237 - $12,346	124 Added 1.82%	6,951 $691,000
Q1 2024 May 08, 2024	SELL	$98.36 - $99.47 $234,982 - $237,633	-2,389 Reduced 25.92%	6,827 $678,000
Q4 2023 Jan 17, 2024	SELL	$96.33 - $98.68 $3,082 - $3,157	-32 Reduced 0.35%	9,216 $908,000
Q3 2023 Oct 10, 2023	BUY	$96.73 - $97.56 $67,904 - $68,487	702 Added 8.21%	9,248 $896,000
Q2 2023 Jul 20, 2023	SELL	$97.43 - $99.5 $205,772 - $210,144	-2,112 Reduced 19.82%	8,546 $834,000
Q1 2023 Apr 26, 2023	SELL	$96.86 - $99.23 $18,015 - $18,456	-186 Reduced 1.72%	10,658 $1.06 Million
Q4 2022 Jan 20, 2023	BUY	$96.57 - $98.11 $46,063 - $46,798	477 Added 4.6%	10,844 $0
Q3 2022 Oct 12, 2022	BUY	$96.11 - $102.85 $147,528 - $157,874	1,535 Added 17.38%	10,367 $996,000
Q2 2022 Jul 12, 2022	SELL	$101.26 - $104.65 $17,214 - $17,790	-170 Reduced 1.89%	8,832 $898,000
Q1 2022 Apr 18, 2022	SELL	$103.82 - $106.76 $234,114 - $240,743	-2,255 Reduced 20.03%	9,002 $946,000
Q4 2021 Jan 31, 2022	BUY	$105.21 - $107.0 $359,818 - $365,940	3,420 Added 43.64%	11,257 $1.19 Million
Q3 2021 Nov 15, 2021	BUY	$105.49 - $107.1 $216,359 - $219,662	2,051 Added 35.45%	7,837 $828,000
Q2 2021 Jul 23, 2021	BUY	$105.46 - $106.88 $44,609 - $45,210	423 Added 7.89%	5,786 $615,000
Q1 2021 Apr 12, 2021	SELL	$104.53 - $105.92 $16,620 - $16,841	-159 Reduced 2.88%	5,363 $567,000
Q4 2020 Jan 25, 2021	BUY	$103.06 - $104.43 $37,616 - $38,116	365 Added 7.08%	5,522 $577,000
Q3 2020 Oct 15, 2020	BUY	$102.35 - $104.25 $49,946 - $50,874	488 Added 10.45%	5,157 $537,000
Q2 2020 Jul 10, 2020	BUY	$99.85 - $102.42 $1,797 - $1,843	18 Added 0.39%	4,669 $478,000
Q1 2020 Apr 15, 2020	BUY	$96.7 - $102.1 $55,312 - $58,401	572 Added 14.02%	4,651 $465,000
Q4 2019 Jan 27, 2020	BUY	$99.88 - $100.71 $407,410 - $410,796	4,079 New	4,079 $411,000

Others Institutions Holding STIP

# of Institutions

779

Shares Held

68.4M

Call Options Held

Put Options Held

420

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 Acorn Financial Advisory Services Inc , based on Form 13F filings with the SEC.

News

Stay updated on Acorn Financial Advisory Services Inc with notifications on news.

Account

Acorn Financial Advisory Services Inc Ishares Barclays 0 5 Year Tips Transaction History