Echo Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History

Echo Wealth Management, LLC

$107 Million
Q1 2024

A detailed history of Echo Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Echo Wealth Management, LLC holds 3,961 shares of STIP stock, worth $392,337. This represents 0.37% of its overall portfolio holdings.

Number of Shares

3,961

Previous 3,231 22.59%

Holding current value

$392,337

Previous $318,000 23.58%

% of portfolio

0.37%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$98.36 - $99.47 $71,802 - $72,613	730 Added 22.59%	3,961 $393,000
Q4 2023 Jan 17, 2024	SELL	$96.33 - $98.68 $523,746 - $536,523	-5,437 Reduced 62.72%	3,231 $318,000
Q3 2023 Oct 20, 2023	SELL	$96.73 - $97.56 $18,862 - $19,024	-195 Reduced 2.2%	8,668 $840,000
Q2 2023 Jul 31, 2023	SELL	$97.43 - $99.5 $200,998 - $205,268	-2,063 Reduced 18.88%	8,863 $865,000
Q1 2023 Apr 28, 2023	SELL	$96.86 - $99.23 $2.82 Million - $2.89 Million	-29,109 Reduced 72.71%	10,926 $1.08 Million

Q4 2022 Jan 30, 2023	BUY	$96.72 - $98.11 $314,920 - $319,446	3,256 Added 8.85%	40,035 $3.88 Million
Q3 2022 Nov 14, 2022	BUY	$96.99 - $102.85 $3.57 Million - $3.78 Million	36,779 New	36,779 $3.58 Million

Others Institutions Holding STIP

# of Institutions

616

Shares Held

64.9M

Call Options Held

135K

Put Options Held

8.4K

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

More about STIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Echo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Account

Echo Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History