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

Apex Wealth Management, LLC

  • $140 Billion
  • Q3 2025

A detailed history of Apex Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Apex Wealth Management, LLC holds 31,532 shares of STIP stock, worth $3.25 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares
31,532
Previous 31,231 0.96%
Holding current value
$3.25 Million
Previous $3.21 Billion 1.41%
% of portfolio
2.33%
Previous 2.58%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$102.4 - $103.88 $30,822 - $31,267
301 Added 0.96%
31,532 $3.26 Billion
Q2 2025

Aug 08, 2025
BUY
$102.02 - $103.5 $3.19 Million - $3.23 Million
31,231 New
31,231 $3.21 Billion

Others Institutions Holding STIP

# of Institutions
850
Shares Held
77.6M
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
Track This Portfolio

Track Apex Wealth Management, LLC Portfolio

Follow Apex Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apex Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apex Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email