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

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 206,357 shares of STIP stock, worth $20.5 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
206,357
Previous 202,116 2.1%
Holding current value
$20.5 Million
Previous $20.1 Million 0.42%
% of portfolio
2.02%
Previous 2.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
BUY
$97.43 - $99.5 $413,200 - $421,979
4,241 Added 2.1%
206,357 $20.1 Million
Q1 2023

Apr 27, 2023
BUY
$96.86 - $99.23 $19.6 Million - $20.1 Million
202,116 New
202,116 $20.1 Million

Others Institutions Holding STIP

# of Institutions
616
Shares Held
64.9M
Call Options Held
135K
Put Options Held
8.4K
View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

STIP Quotes by TradingView
  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
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