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 $1.64 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
16,230
Previous 17,465 7.07%
Holding current value
$1.64 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
$96.57 - $98.11 $118,394 - $120,282
-1,226 Reduced 3.02%
39,402 $0
Q3 2022

Nov 09, 2022

SELL
$96.11 - $102.85 $163,002 - $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
Track This Portfolio

Track Capasso Planning Partners LLC Portfolio

Follow Capasso Planning Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capasso Planning Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capasso Planning Partners LLC with notifications on news.