Family Firm, Inc. Ishares Barclays 0 5 Year Tips Transaction History
Family Firm, Inc.
- $578 Million
- Q4 2024
A detailed history of Family Firm, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Family Firm, Inc. holds 143,879 shares of STIP stock, worth $14.8 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
143,879
Previous 141,604
1.61%
Holding current value
$14.8 Million
Previous $14.3 Million
0.89%
% of portfolio
2.5%
Previous 1.54%
Shares
31 transactions
Others Institutions Holding STIP
# of Institutions
675Shares Held
57.6MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$416 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$195 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$185 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$161 Million4.7% of portfolio