Ep Wealth Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,639 shares of STIP stock, worth $580,760. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,639
Previous 9,495 40.61%
Holding current value
$580,760
Previous $955,000 38.95%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 15, 2025
SELL
$100.59 - $103.47 $387,875 - $398,980
-3,856 Reduced 40.61%
5,639 $583,000
Q4 2024

Feb 13, 2025
SELL
$100.24 - $101.35 $58,941 - $59,593
-588 Reduced 5.83%
9,495 $955,000
Q3 2024

Nov 14, 2024
SELL
$98.99 - $101.51 $302,018 - $309,707
-3,051 Reduced 23.23%
10,083 $1.02 Million
Q2 2024

Aug 19, 2024
BUY
$98.69 - $99.57 $201,031 - $202,824
2,037 Added 18.36%
13,134 $1.31 Million
Q1 2024

May 14, 2024
SELL
$98.36 - $99.47 $116,654 - $117,971
-1,186 Reduced 9.66%
11,097 $1.1 Million
Q4 2023

Feb 28, 2024
BUY
$96.33 - $98.68 $6,646 - $6,808
69 Added 0.56%
12,283 $1.21 Million
Q3 2023

Nov 22, 2023
SELL
$96.73 - $97.56 $14 Million - $14.1 Million
-144,833 Reduced 92.22%
12,214 $1.18 Million
Q2 2023

Aug 14, 2023
BUY
$97.43 - $99.5 $13.4 Million - $13.7 Million
137,247 Added 693.17%
157,047 $15.3 Million
Q1 2023

Jun 05, 2023
BUY
$96.86 - $99.23 $1.92 Million - $1.96 Million
19,800 New
19,800 $1.96 Million
Q2 2022

Aug 11, 2022
SELL
$101.26 - $104.65 $106,525 - $110,091
-1,052 Closed
0 $0
Q1 2022

May 20, 2022
BUY
$103.82 - $106.76 $109,218 - $112,311
1,052 New
1,052 $110,000

Others Institutions Holding STIP

# of Institutions
790
Shares Held
71.5M
Call Options Held
3K
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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