Elwood & Goetz Wealth Advisory Group, LLC Ishares Barclays 0 5 Year Tips Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

  • $412 Million
  • Q1 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 18,205 shares of STIP stock, worth $1.81 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
18,205
Previous 40,894 55.48%
Holding current value
$1.81 Million
Previous $4.03 Million 55.1%
% of portfolio
0.44%
Previous 0.85%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$98.36 - $99.47 $2.23 Million - $2.26 Million
-22,689 Reduced 55.48%
18,205 $1.81 Million
Q4 2023

Jan 18, 2024
SELL
$96.33 - $98.68 $41,132 - $42,136
-427 Reduced 1.03%
40,894 $4.03 Million
Q3 2023

Oct 19, 2023
SELL
$96.73 - $97.56 $788,639 - $795,406
-8,153 Reduced 16.48%
41,321 $4 Million
Q2 2023

Jul 28, 2023
SELL
$97.43 - $99.5 $110,777 - $113,131
-1,137 Reduced 2.25%
49,474 $4.83 Million
Q1 2023

Apr 19, 2023
SELL
$96.86 - $99.23 $188,780 - $193,399
-1,949 Reduced 3.71%
50,611 $5.02 Million
Q4 2022

Jan 27, 2023
BUY
$96.72 - $98.11 $1.16 Million - $1.17 Million
11,947 Added 29.42%
52,560 $5.1 Million
Q3 2022

Oct 28, 2022
BUY
$96.99 - $102.85 $3.94 Million - $4.18 Million
40,613 New
40,613 $3.9 Million

Others Institutions Holding STIP

# of Institutions
617
Shares Held
64.9M
Call Options Held
135K
Put Options Held
8.4K
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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