Amplius Wealth Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History

Amplius Wealth Advisors, LLC

$851 Million
Q3 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 469,418 shares of STIP stock, worth $48.3 Million. This represents 5.7% of its overall portfolio holdings.

Number of Shares

469,418

Previous 2,652 17600.53%

Holding current value

$48.3 Million

Previous $272,000 17737.87%

% of portfolio

5.7%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$102.4 - $103.88 $47.8 Million - $48.5 Million	466,766 Added 17600.53%	469,418 $48.5 Million
Q2 2025 Aug 04, 2025	BUY	$102.02 - $103.5 $270,557 - $274,482	2,652 New	2,652 $272,000
Q2 2023 Jul 26, 2023	SELL	$97.43 - $99.5 $739,493 - $755,205	-7,590 Reduced 76.31%	2,356 $229,000
Q1 2023 Apr 25, 2023	SELL	$96.86 - $99.23 $172,895 - $177,125	-1,785 Reduced 15.22%	9,946 $986,000
Q4 2022 Jan 19, 2023	SELL	$96.57 - $98.11 $7.3 Million - $7.42 Million	-75,622 Reduced 86.57%	11,731 $0
Q3 2022 Nov 10, 2022	SELL	$96.11 - $102.85 $6.53 Million - $6.99 Million	-67,962 Reduced 43.76%	87,353 $8.4 Million
Q2 2022 Jul 21, 2022	SELL	$101.26 - $104.65 $7.9 Million - $8.17 Million	-78,051 Reduced 33.45%	155,315 $15.8 Million
Q1 2022 May 09, 2022	SELL	$103.82 - $106.76 $7.43 Million - $7.64 Million	-71,519 Reduced 23.46%	233,366 $24.5 Million
Q4 2021 Jan 28, 2022	BUY	$105.21 - $107.0 $32.1 Million - $32.6 Million	304,885 New	304,885 $32.3 Million

Others Institutions Holding STIP

# of Institutions

849

Shares Held

77.7M

Call Options Held

4.5K

Put Options Held

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 Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Account

Amplius Wealth Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History