Afg Fiduciary Services Limited Partnership Ishares Barclays 0 5 Year Tips Transaction History

Afg Fiduciary Services Limited Partnership

$311 Million
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	BUY	$96.73 - $97.56 $97,020 - $97,852	1,003 Added 3.28%	31,607 $3.06 Million
Q2 2023 Jul 18, 2023	BUY	$97.43 - $99.5 $2 Million - $2.04 Million	20,481 Added 202.32%	30,604 $2.99 Million
Q1 2023 May 04, 2023	BUY	$96.86 - $99.23 $38,744 - $39,692	400 Added 4.11%	10,123 $1 Million
Q4 2022 Feb 13, 2023	BUY	$96.57 - $98.11 $938,950 - $953,923	9,723 New	9,723 $942,000

Others Institutions Holding STIP

# of Institutions

671

Shares Held

58.7M

Call Options Held

22.7K

Put Options Held

Betterment LLC New York, NY

4.05M
Shares

$413 Million
0.98% of portfolio
Personal Capital Advisors Corp

2.47M
Shares

$252 Million
1.16% of portfolio
Modera Wealth Management, LLC

1.89M
Shares

$193 Million
2.34% of portfolio
Black Rock Inc. New York, NY

1.81M
Shares

$184 Million
0.0% of portfolio
Ritholtz Wealth Management

1.57M
Shares

$160 Million
4.7% 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 Afg Fiduciary Services Limited Partnership, based on Form 13F filings with the SEC.

News

Stay updated on Afg Fiduciary Services Limited Partnership with notifications on news.

Account