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

Henrickson Nauta Wealth Advisors, Inc.

$242 Million
Q4 2024

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 6,972 shares of STIP stock, worth $716,163. This represents 0.29% of its overall portfolio holdings.

Number of Shares

6,972

Previous 7,426 6.11%

Holding current value

$716,163

Previous $752,000 6.78%

% of portfolio

0.29%

Previous 0.3%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

675

Shares Held

57.6M

Call Options Held

22.7K

Put Options Held

View Full List

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 Henrickson Nauta Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Henrickson Nauta Wealth Advisors, Inc. with notifications on news.

Account

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