A detailed history of Buck Wealth Strategies, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 71,514 shares of STIP stock, worth $7.29 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
71,514
Previous 47,079 51.9%
Holding current value
$7.29 Million
Previous $4.77 Million 50.82%
% of portfolio
1.5%
Previous 1.5%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025

BUY
$100.24 - $101.35 $2.45 Million - $2.48 Million
24,435 Added 51.9%
71,514 $7.19 Million
Q3 2024

Nov 05, 2024

SELL
$98.99 - $101.51 $381,606 - $391,321
-3,855 Reduced 7.57%
47,079 $4.77 Million
Q2 2024

Aug 14, 2024

BUY
$98.69 - $99.57 $4.18 Million - $4.21 Million
42,314 Added 490.88%
50,934 $5.07 Million
Q1 2024

May 03, 2024

SELL
$98.36 - $99.47 $6.35 Million - $6.43 Million
-64,605 Reduced 88.23%
8,620 $857,000
Q4 2023

Jan 23, 2024

BUY
$96.33 - $98.68 $215,586 - $220,845
2,238 Added 3.15%
73,225 $7.22 Million
Q3 2023

Nov 06, 2023

BUY
$96.73 - $97.56 $426,482 - $430,142
4,409 Added 6.62%
70,987 $6.88 Million
Q3 2022

Oct 30, 2023

BUY
$96.11 - $102.85 $6.4 Million - $6.85 Million
66,578 New
66,578 $6.45 Billion

Others Institutions Holding STIP

About ISHARES BARCLAYS 0-5 YEAR TIPS


  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
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