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

Henrickson Nauta Wealth Advisors, Inc.

$230 Million
Q1 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 7,989 shares of STIP stock, worth $795,944. This represents 0.35% of its overall portfolio holdings.

Number of Shares

7,989

Previous 8,670 7.85%

Holding current value

$795,944

Previous $854,000 7.03%

% of portfolio

0.35%

Previous 0.42%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$96.72 - $98.11 $8,704 - $8,829	90 Added 1.29%	7,087 $687,000
Q3 2022 Oct 26, 2022	BUY	$96.99 - $102.85 $19,882 - $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

618

Shares Held

64.3M

Call Options Held

135K

Put Options Held

8.4K

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

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