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

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 313 shares of STIP stock, worth $32,148. This represents 0.0% of its overall portfolio holdings.

Number of Shares
313
Previous 1,857 83.14%
Holding current value
$32,148
Previous $186,000 82.8%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 13, 2025
SELL
$100.59 - $103.47 $155,310 - $159,757
-1,544 Reduced 83.14%
313 $32,000
Q4 2024

Feb 07, 2025
SELL
$100.24 - $101.35 $19,446 - $19,661
-194 Reduced 9.46%
1,857 $186,000
Q3 2024

Nov 08, 2024
BUY
$98.99 - $101.51 $109,878 - $112,676
1,110 Added 117.96%
2,051 $207,000
Q2 2024

Aug 13, 2024
SELL
$98.69 - $99.57 $1,282 - $1,294
-13 Reduced 1.36%
941 $93,000
Q1 2024

Jun 11, 2024
SELL
$98.36 - $99.47 $7,868 - $7,957
-80 Reduced 7.74%
954 $94,000
Q4 2023

Feb 09, 2024
SELL
$96.33 - $98.68 $25,045 - $25,656
-260 Reduced 20.09%
1,034 $101,000
Q3 2023

Nov 03, 2023
SELL
$96.73 - $97.56 $31,340 - $31,609
-324 Reduced 20.02%
1,294 $125,000
Q2 2023

Aug 04, 2023
BUY
$97.43 - $99.5 $82,133 - $83,878
843 Added 108.77%
1,618 $157,000
Q1 2023

May 11, 2023
SELL
$96.86 - $99.23 $4,939 - $5,060
-51 Reduced 6.17%
775 $76,000
Q4 2022

Feb 09, 2023
SELL
$96.57 - $98.11 $33,413 - $33,946
-346 Reduced 29.52%
826 $80,000
Q3 2022

Nov 07, 2022
SELL
$96.11 - $102.85 $6,247 - $6,685
-65 Reduced 5.25%
1,172 $113,000
Q2 2022

Aug 01, 2022
BUY
$101.26 - $104.65 $49,414 - $51,069
488 Added 65.15%
1,237 $125,000
Q1 2022

May 25, 2022
BUY
$103.82 - $106.76 $77,761 - $79,963
749 New
749 $79,000

Others Institutions Holding STIP

# of Institutions
726
Shares Held
65.1M
Call Options Held
3K
Put Options Held
420
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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