First Purpose Wealth LLC Ishares Barclays 0 5 Year Tips Transaction History

First Purpose Wealth LLC

  • $275 Million
  • Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, First Purpose Wealth LLC holds 5,291 shares of STIP stock, worth $533,385. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,291
Previous 5,365 1.38%
Holding current value
$533,385
Previous $528,000 0.38%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Apr 22, 2024
SELL
$98.36 - $99.47 $7,278 - $7,360
-74 Reduced 1.38%
5,291 $526,000
Q4 2023

Apr 22, 2024
SELL
$96.33 - $98.68 $674 - $690
-7 Reduced 0.13%
5,365 $528,000
Q3 2023

Oct 30, 2023
SELL
$96.73 - $97.56 $243,856 - $245,948
-2,521 Reduced 31.94%
5,372 $520,000
Q2 2023

Jul 21, 2023
BUY
$97.43 - $99.5 $5,163 - $5,273
53 Added 0.68%
7,893 $770,000
Q1 2023

May 03, 2023
BUY
$96.86 - $99.23 $119,331 - $122,251
1,232 Added 18.64%
7,840 $777,000
Q4 2022

Jan 26, 2023
SELL
$96.57 - $98.11 $130,466 - $132,546
-1,351 Reduced 16.97%
6,608 $0
Q3 2022

Oct 24, 2022
SELL
$96.11 - $102.85 $7,208 - $7,713
-75 Reduced 0.93%
7,959 $765,000
Q2 2022

Jul 25, 2022
BUY
$101.26 - $104.65 $399,268 - $412,634
3,943 Added 96.38%
8,034 $815,000
Q1 2022

Apr 18, 2022
BUY
$103.82 - $106.76 $79,214 - $81,457
763 Added 22.93%
4,091 $429,000
Q4 2021

Feb 24, 2022
BUY
$105.21 - $107.0 $350,138 - $356,096
3,328 New
3,328 $352,000

Others Institutions Holding STIP

# of Institutions
624
Shares Held
53.9M
Call Options Held
33.5K
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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