Geo Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History

Geo Wealth Management, LLC

  • $2.48 Billion
  • Q1 2024

A detailed history of Geo Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Geo Wealth Management, LLC holds 3,074 shares of STIP stock, worth $305,524. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,074
Previous 3,880 20.77%
Holding current value
$305,524
Previous $382,000 20.16%
% of portfolio
0.01%
Previous 0.03%

Shares

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

May 15, 2024
SELL
$98.36 - $99.47 $150,490 - $152,189
-1,530 Reduced 49.77%
1,544 $153,000
Q1 2024

May 15, 2024
SELL
$98.36 - $99.47 $79,278 - $80,172
-806 Reduced 20.77%
3,074 $305,000
Q4 2023

Feb 13, 2024
BUY
$96.33 - $98.68 $373,760 - $382,878
3,880 New
3,880 $382,000
Q1 2023

May 12, 2023
BUY
$96.86 - $99.23 $1.02 Million - $1.05 Million
10,575 New
10,575 $1.05 Million
Q2 2022

Aug 12, 2022
SELL
$101.26 - $104.65 $918,326 - $949,070
-9,069 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$103.82 - $106.76 $941,543 - $968,206
9,069 New
9,069 $952,000
Q4 2020

Feb 12, 2021
SELL
$103.06 - $104.43 $2.23 Million - $2.26 Million
-21,607 Closed
0 $0
Q3 2020

Nov 13, 2020
BUY
$102.35 - $104.25 $608,163 - $619,453
5,942 Added 37.93%
21,607 $2.25 Million
Q2 2020

Aug 14, 2020
BUY
$99.85 - $102.42 $1.56 Million - $1.6 Million
15,665 New
15,665 $1.6 Million

Others Institutions Holding STIP

# of Institutions
617
Shares Held
64.9M
Call Options Held
135K
Put Options Held
8.4K
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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