Burt Wealth Advisors Ishares Barclays 0 5 Year Tips Transaction History

Burt Wealth Advisors

$431 Million
Q2 2025

A detailed history of Burt Wealth Advisors transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Burt Wealth Advisors holds 136,074 shares of STIP stock, worth $14 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares

136,074

Previous 132,649 2.58%

Holding current value

$14 Million

Previous $13.7 Million 2.03%

% of portfolio

3.25%

Previous 3.41%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$102.02 - $103.5 $349,418 - $354,487	3,425 Added 2.58%	136,074 $14 Million
Q1 2025 Apr 22, 2025	BUY	$100.59 - $103.47 $576,179 - $592,676	5,728 Added 4.51%	132,649 $13.7 Million
Q4 2024 Feb 06, 2025	BUY	$100.24 - $101.35 $600,136 - $606,782	5,987 Added 4.95%	126,921 $12.8 Million
Q3 2024 Oct 31, 2024	BUY	$98.99 - $101.51 $208,076 - $213,374	2,102 Added 1.77%	120,934 $12.3 Million
Q2 2024 Jul 16, 2024	SELL	$98.69 - $99.57 $559,473 - $564,462	-5,669 Reduced 4.55%	118,832 $11.8 Million
Q1 2024 Apr 18, 2024	BUY	$98.36 - $99.47 $961,862 - $972,717	9,779 Added 8.52%	124,501 $12.4 Million
Q4 2023 Feb 01, 2024	SELL	$96.33 - $98.68 $3.55 Million - $3.63 Million	-36,833 Reduced 24.3%	114,722 $11.3 Million
Q3 2023 Oct 11, 2023	BUY	$96.73 - $97.56 $1.21 Million - $1.22 Million	12,502 Added 8.99%	151,555 $14.7 Million
Q2 2023 Jul 18, 2023	BUY	$97.43 - $99.5 $361,075 - $368,747	3,706 Added 2.74%	139,053 $13.6 Million
Q1 2023 Apr 13, 2023	SELL	$96.86 - $99.23 $1.08 Million - $1.11 Million	-11,174 Reduced 7.63%	135,347 $13.4 Million
Q4 2022 Jan 17, 2023	SELL	$96.57 - $98.11 $362,040 - $367,814	-3,749 Reduced 2.49%	146,521 $14.2 Million
Q3 2022 Oct 11, 2022	SELL	$96.11 - $102.85 $327,158 - $350,101	-3,404 Reduced 2.22%	150,270 $14.4 Million
Q2 2022 Jul 29, 2022	BUY	$101.26 - $104.65 $15.6 Million - $16.1 Million	153,674 New	153,674 $15.6 Million

Others Institutions Holding STIP

# of Institutions

768

Shares Held

67.8M

Call Options Held

Put Options Held

420

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

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Burt Wealth Advisors Ishares Barclays 0 5 Year Tips Transaction History