A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 467 shares of STIP stock, worth $46,924. This represents 0.01% of its overall portfolio holdings.

Number of Shares
467
Previous 1,069 56.31%
Holding current value
$46,924
Previous $106,000 55.66%
% of portfolio
0.01%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$98.99 - $101.51 $59,591 - $61,109
-602 Reduced 56.31%
467 $47,000
Q2 2024

Aug 12, 2024

SELL
$98.69 - $99.57 $371,863 - $375,179
-3,768 Reduced 77.9%
1,069 $106,000
Q1 2024

May 14, 2024

SELL
$98.36 - $99.47 $19,278 - $19,496
-196 Reduced 3.89%
4,837 $480,000
Q4 2023

Feb 13, 2024

BUY
$96.33 - $98.68 $2,889 - $2,960
30 Added 0.6%
5,033 $496,000
Q3 2023

Nov 14, 2023

SELL
$96.73 - $97.56 $19,732 - $19,902
-204 Reduced 3.92%
5,003 $484,000
Q2 2023

Aug 14, 2023

SELL
$97.43 - $99.5 $167,871 - $171,438
-1,723 Reduced 24.86%
5,207 $508,000
Q1 2023

May 15, 2023

SELL
$96.86 - $99.23 $3.41 Million - $3.49 Million
-35,182 Reduced 83.54%
6,930 $687,000
Q4 2022

Feb 14, 2023

SELL
$96.57 - $98.11 $144,372 - $146,674
-1,495 Reduced 3.43%
42,112 $4.08 Million
Q3 2022

Nov 14, 2022

BUY
$96.11 - $102.85 $2.16 Million - $2.31 Million
22,486 Added 106.46%
43,607 $4.19 Million
Q2 2022

Aug 16, 2022

BUY
$101.26 - $104.65 $1.91 Million - $1.98 Million
18,880 Added 842.48%
21,121 $2.14 Million
Q1 2022

May 17, 2022

BUY
$103.82 - $106.76 $232,660 - $239,249
2,241 New
2,241 $235,000

Others Institutions Holding STIP

About ISHARES BARCLAYS 0-5 YEAR TIPS


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