Family Firm, Inc. Ishares Barclays 0 5 Year Tips Transaction History
Family Firm, Inc.
- $431 Million
- Q2 2025
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 148,850 shares of STIP stock, worth $15.3 Million. This represents 3.55% of its overall portfolio holdings.
Number of Shares
148,850
Previous 146,868
1.35%
Holding current value
$15.3 Million
Previous $15.2 Million
0.8%
% of portfolio
3.55%
Previous 3.42%
Shares
33 transactions
Others Institutions Holding STIP
# of Institutions
798Shares Held
72.1MCall Options Held
3KPut Options Held
0-
Betterment LLC New York, NY3.82MShares$394 Million0.94% of portfolio
-
Envestnet Asset Management Inc3.25MShares$334 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio
-
Ritholtz Wealth Management2.02MShares$209 Million4.68% of portfolio