Burt Wealth Advisors Ishares Barclays 0 5 Year Tips Transaction History

Burt Wealth Advisors

  • $378 Million
  • Q2 2024

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 118,832 shares of STIP stock, worth $12.1 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares
118,832
Previous 124,501 4.55%
Holding current value
$12.1 Million
Previous $12.4 Million 4.5%
% of portfolio
3.12%
Previous 3.15%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
625
Shares Held
54.7M
Call Options Held
98.5K
Put Options Held
3.2K
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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