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

Echo Wealth Management, LLC

  • $127 Million
  • Q3 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 3,025 shares of STIP stock, worth $304,950. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,025
Previous 4,001 24.39%
Holding current value
$304,950
Previous $398,000 23.12%
% of portfolio
0.24%
Previous 0.34%

Shares

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

Oct 18, 2024
SELL
$98.99 - $101.51 $96,614 - $99,073
-976 Reduced 24.39%
3,025 $306,000
Q2 2024

Jul 17, 2024
BUY
$98.69 - $99.57 $3,947 - $3,982
40 Added 1.01%
4,001 $398,000
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
$96.57 - $98.11 $314,431 - $319,446
3,256 Added 8.85%
40,035 $3.88 Million
Q3 2022

Nov 14, 2022
BUY
$96.11 - $102.85 $3.53 Million - $3.78 Million
36,779 New
36,779 $3.58 Million

Others Institutions Holding STIP

# of Institutions
622
Shares Held
53.9M
Call Options Held
33.5K
Put Options Held
0
View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

STIP Quotes by TradingView
  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
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