Henrickson Nauta Wealth Advisors, Inc. Ishares Barclays 0 5 Year Tips Transaction History

Henrickson Nauta Wealth Advisors, Inc.

$255 Million
Q1 2025

A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 6,668 shares of STIP stock, worth $686,003. This represents 0.27% of its overall portfolio holdings.

Number of Shares

6,668

Previous 6,972 4.36%

Holding current value

$686,003

Previous $701,000 1.71%

% of portfolio

0.27%

Previous 0.29%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$100.59 - $103.47 $30,579 - $31,454	-304 Reduced 4.36%	6,668 $689,000
Q4 2024 Jan 14, 2025	SELL	$100.24 - $101.35 $45,508 - $46,012	-454 Reduced 6.11%	6,972 $701,000
Q3 2024 Oct 11, 2024	SELL	$98.99 - $101.51 $38,408 - $39,385	-388 Reduced 4.97%	7,426 $752,000
Q2 2024 Jul 31, 2024	SELL	$98.69 - $99.57 $17,270 - $17,424	-175 Reduced 2.19%	7,814 $777,000
Q1 2024 Apr 15, 2024	SELL	$98.36 - $99.47 $66,983 - $67,739	-681 Reduced 7.85%	7,989 $794,000
Q4 2023 Jan 12, 2024	BUY	$96.33 - $98.68 $119,834 - $122,757	1,244 Added 16.75%	8,670 $854,000
Q3 2023 Oct 10, 2023	SELL	$96.73 - $97.56 $9,673 - $9,756	-100 Reduced 1.33%	7,426 $719,000
Q2 2023 Jul 12, 2023	BUY	$97.43 - $99.5 $51,053 - $52,138	524 Added 7.48%	7,526 $734,000
Q1 2023 Apr 11, 2023	SELL	$96.86 - $99.23 $8,233 - $8,434	-85 Reduced 1.2%	7,002 $694,000
Q4 2022 Feb 02, 2023	BUY	$96.57 - $98.11 $8,691 - $8,829	90 Added 1.29%	7,087 $687,000
Q3 2022 Oct 26, 2022	BUY	$96.11 - $102.85 $19,702 - $21,084	205 Added 3.02%	6,997 $673,000
Q2 2022 Aug 09, 2022	BUY	$101.26 - $104.65 $304,488 - $314,682	3,007 Added 79.45%	6,792 $689,000
Q1 2022 May 16, 2022	SELL	$103.82 - $106.76 $59,385 - $61,066	-572 Reduced 13.13%	3,785 $397,000
Q4 2021 Feb 11, 2022	BUY	$105.21 - $107.0 $458,399 - $466,199	4,357 New	4,357 $458,000

Others Institutions Holding STIP

# of Institutions

688

Shares Held

58.1M

Call Options Held

22.7K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

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Henrickson Nauta Wealth Advisors, Inc. Ishares Barclays 0 5 Year Tips Transaction History