Archvest Wealth Advisors, Inc. Ishares Barclays 0 5 Year Tips Transaction History

Archvest Wealth Advisors, Inc.

$166 Million
Q3 2024

A detailed history of Archvest Wealth Advisors, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 8,009 shares of STIP stock, worth $804,103. This represents 0.49% of its overall portfolio holdings.

Number of Shares

8,009

Previous 10,041 20.24%

Holding current value

$804,103

Previous $998,000 18.74%

% of portfolio

0.49%

Previous 0.66%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$98.99 - $101.51 $201,147 - $206,268	-2,032 Reduced 20.24%	8,009 $811,000
Q2 2024 Aug 12, 2024	BUY	$98.69 - $99.57 $121,586 - $122,670	1,232 Added 13.99%	10,041 $998,000
Q4 2023 Jan 16, 2024	SELL	$96.33 - $98.68 $1.19 Million - $1.22 Million	-12,351 Reduced 58.37%	8,809 $868,000
Q3 2023 Nov 07, 2023	BUY	$96.73 - $97.56 $1.08 Million - $1.09 Million	11,175 Added 111.92%	21,160 $2.05 Million
Q2 2023 Jul 17, 2023	BUY	$97.43 - $99.5 $108,049 - $110,345	1,109 Added 12.49%	9,985 $974,000
Q1 2023 May 02, 2023	BUY	$96.86 - $99.23 $19,856 - $20,342	205 Added 2.36%	8,876 $880,000
Q4 2022 Feb 03, 2023	BUY	$96.57 - $98.11 $28,970 - $29,433	300 Added 3.58%	8,671 $840,000
Q3 2022 Nov 09, 2022	BUY	$96.11 - $102.85 $804,536 - $860,957	8,371 New	8,371 $805,000

Others Institutions Holding STIP

# of Institutions

622

Shares Held

53.8M

Call Options Held

33.5K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
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Archvest Wealth Advisors, Inc. Ishares Barclays 0 5 Year Tips Transaction History