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

Grand Wealth Management, LLC

$205 Million
Q1 2024

A detailed history of Grand Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Grand Wealth Management, LLC holds 7,099 shares of STIP stock, worth $705,285. This represents 0.34% of its overall portfolio holdings.

Number of Shares

7,099

Previous 3,286 116.04%

Holding current value

$705,285

Previous $323,000 118.27%

% of portfolio

0.34%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$98.36 - $99.47 $375,046 - $379,279	3,813 Added 116.04%	7,099 $705,000
Q4 2023 Jan 29, 2024	BUY	$96.33 - $98.68 $316,540 - $324,262	3,286 New	3,286 $323,000
Q3 2022 Nov 08, 2022	BUY	$96.99 - $102.85 $659,919 - $699,791	6,804 Added 53.44%	19,537 $1.88 Million
Q2 2022 Aug 25, 2022	SELL	$101.26 - $104.65 $8,910 - $9,209	-88 Reduced 0.69%	12,733 $1.29 Million
Q1 2022 Aug 25, 2022	BUY	$103.82 - $106.76 $135,692 - $139,535	1,307 Added 11.35%	12,821 $1.35 Million

Q4 2021 Aug 25, 2022	BUY	$105.21 - $107.0 $1.21 Million - $1.23 Million	11,514 New	11,514 $1.22 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

Ticker STIP
Sector ETFs
Industry ETFs

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