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

Arete Wealth Advisors, LLC

$1.41 Billion
Q2 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 22,163 shares of STIP stock, worth $2.29 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

22,163

Previous 19,471 13.83%

Holding current value

$2.29 Million

Previous $2.02 Million 13.2%

% of portfolio

0.16%

Previous 0.15%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$102.02 - $103.5 $274,637 - $278,622	2,692 Added 13.83%	22,163 $2.28 Million
Q1 2025 May 15, 2025	SELL	$100.59 - $103.47 $131,068 - $134,821	-1,303 Reduced 6.27%	19,471 $2.02 Million
Q4 2024 Feb 12, 2025	BUY	$100.24 - $101.35 $1.29 Million - $1.3 Million	12,829 Added 161.47%	20,774 $2.09 Million
Q3 2024 Nov 14, 2024	SELL	$98.99 - $101.51 $138,487 - $142,012	-1,399 Reduced 14.97%	7,945 $804,000
Q2 2024 Aug 13, 2024	BUY	$98.69 - $99.57 $922,159 - $930,382	9,344 New	9,344 $929,000
Q4 2023 Feb 14, 2024	BUY	$96.33 - $98.68 $821,405 - $841,444	8,527 New	8,527 $840,000
Q2 2022 Aug 15, 2022	BUY	$101.26 - $104.65 $6,278 - $6,488	62 Added 2.85%	2,239 $227,000
Q1 2022 May 06, 2022	BUY	$103.82 - $106.76 $226,016 - $232,416	2,177 New	2,177 $228,000
Q4 2019 Feb 14, 2020	SELL	$99.88 - $100.71 $254,294 - $256,407	-2,546 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$99.87 - $100.5 $254,269 - $255,873	2,546 New	2,546 $255,000

Others Institutions Holding STIP

# of Institutions

828

Shares Held

75.2M

Call Options Held

4.5K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

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