Goal Vest Advisory LLC Ishares Barclays 0 5 Year Tips Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 02, 2024	BUY	$96.33 - $98.68 $29,765 - $30,492	309 Added 22.6%	1,676 $165,000
Q3 2023 Oct 10, 2023	SELL	$96.73 - $97.56 $63,745 - $64,292	-659 Reduced 32.53%	1,367 $132,000
Q2 2023 Jul 17, 2023	SELL	$97.43 - $99.5 $5.48 Million - $5.6 Million	-56,241 Reduced 96.52%	2,026 $197,000
Q2 2023 Jul 10, 2023	SELL	$97.43 - $99.5 $5,553 - $5,671	-57 Reduced 0.1%	58,267 $5.69 Million
Q1 2023 Apr 03, 2023	BUY	$96.86 - $99.23 $783,113 - $802,274	8,085 Added 16.09%	58,324 $5.79 Million
Q4 2022 Jan 06, 2023	BUY	$96.57 - $98.11 $237,562 - $241,350	2,460 Added 5.15%	50,239 $0
Q3 2022 Oct 11, 2022	BUY	$96.11 - $102.85 $406,256 - $434,746	4,227 Added 9.71%	47,779 $4.59 Million
Q2 2022 Jul 06, 2022	BUY	$101.26 - $104.65 $260,845 - $269,578	2,576 Added 6.29%	43,552 $4.42 Million
Q1 2022 May 03, 2022	BUY	$103.82 - $106.76 $517,023 - $531,664	4,980 Added 13.83%	40,976 $4.3 Million
Q2 2021 Sep 01, 2021	BUY	$105.46 - $106.88 $478,155 - $484,593	4,534 Added 14.41%	35,996 $3.83 Million
Q1 2021 May 13, 2021	BUY	$104.53 - $105.92 $3.29 Million - $3.33 Million	31,462 New	31,462 $3.33 Million

Others Institutions Holding STIP

# of Institutions

670

Shares Held

58.5M

Call Options Held

33.5K

Put Options Held

0

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

More about STIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.