D L Carlson Investment Group Inc Ishares Barclays 0 5 Year Tips Transaction History
D L Carlson Investment Group Inc
- $507 Million
- Q1 2025
A detailed history of D L Carlson Investment Group Inc transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, D L Carlson Investment Group Inc holds 36,510 shares of STIP stock, worth $3.76 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
36,510
Previous 3,265
1018.22%
Holding current value
$3.76 Million
Previous $328,000
1051.52%
% of portfolio
0.75%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding STIP
# of Institutions
783Shares Held
71.2MCall Options Held
3KPut Options Held
0-
Betterment LLC New York, NY3.82MShares$394 Million0.94% of portfolio
-
Envestnet Asset Management Inc3.25MShares$334 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio
-
Ritholtz Wealth Management2.02MShares$209 Million4.68% of portfolio