A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 946,182 shares of STIP stock, worth $97.3 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
946,182
Previous 439,747 115.17%
Holding current value
$97.3 Million
Previous $44.2 Billion 121.3%
% of portfolio
1.63%
Previous 0.76%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025

BUY
$100.59 - $103.47 $50.9 Million - $52.4 Million
506,435 Added 115.17%
946,182 $97.9 Billion
Q4 2024

Feb 05, 2025

BUY
$100.24 - $101.35 $44.1 Million - $44.6 Million
439,747 New
439,747 $44.2 Billion
Q2 2024

Aug 12, 2024

SELL
$98.69 - $99.57 $2.04 Million - $2.06 Million
-20,687 Reduced 4.65%
424,117 $42.2 Billion
Q1 2024

May 15, 2024

BUY
$98.36 - $99.47 $43.8 Million - $44.2 Million
444,804 New
444,804 $44.2 Billion

Others Institutions Holding STIP

About ISHARES BARCLAYS 0-5 YEAR TIPS


  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, 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 Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.