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 $3.75 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
36,510
Previous 3,265
1018.22%
Holding current value
$3.75 Million
Previous $328,000
1051.52%
% of portfolio
0.75%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding STIP
# of Institutions
725Shares Held
65.1MCall Options Held
3KPut Options Held
420-
Betterment LLC New York, NY3.82MShares$393 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.96MShares$201 Million2.79% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$183 Million5.58% of portfolio