A detailed history of Capasso Planning Partners LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Capasso Planning Partners LLC holds 16,230 shares of STIP stock, worth $1.61 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
16,230
Previous 17,465 7.07%
Holding current value
$1.61 Million
Previous $1.72 Million 6.28%
% of portfolio
0.67%
Previous 0.81%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$98.36 - $99.47 $121,474 - $122,845
-1,235 Reduced 7.07%
16,230 $1.61 Million
Q4 2023

Jan 26, 2024

SELL
$96.33 - $98.68 $1.63 Million - $1.67 Million
-16,882 Reduced 49.15%
17,465 $1.72 Million
Q3 2023

Oct 25, 2023

SELL
$96.73 - $97.56 $238,149 - $240,192
-2,462 Reduced 6.69%
34,347 $3.33 Million
Q2 2023

Aug 10, 2023

SELL
$97.43 - $99.5 $177,907 - $181,687
-1,826 Reduced 4.73%
36,809 $3.59 Million
Q1 2023

May 01, 2023

SELL
$96.86 - $99.23 $74,291 - $76,109
-767 Reduced 1.95%
38,635 $3.83 Million
Q4 2022

Jan 20, 2023

SELL
$96.72 - $98.11 $118,578 - $120,282
-1,226 Reduced 3.02%
39,402 $0
Q3 2022

Nov 09, 2022

SELL
$96.99 - $102.85 $164,495 - $174,433
-1,696 Reduced 4.01%
40,628 $3.91 Million
Q2 2022

Aug 11, 2022

BUY
$101.26 - $104.65 $359,270 - $371,298
3,548 Added 9.15%
42,324 $4.29 Million
Q1 2022

May 09, 2022

BUY
$103.82 - $106.76 $733,799 - $754,579
7,068 Added 22.29%
38,776 $4.07 Million
Q4 2021

Feb 17, 2022

BUY
$105.21 - $107.0 $3.34 Million - $3.39 Million
31,708 New
31,708 $3.36 Million

Others Institutions Holding STIP

About ISHARES BARCLAYS 0-5 YEAR TIPS


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