Heritage Investment Group, Inc. Ishares Barclays 0 5 Year Tips Transaction History
Heritage Investment Group, Inc.
- $522 Million
- Q3 2024
A detailed history of Heritage Investment Group, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 14,807 shares of STIP stock, worth $1.49 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
14,807
Previous 14,076
5.19%
Holding current value
$1.49 Million
Previous $1.4 Million
7.14%
% of portfolio
0.29%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding STIP
# of Institutions
622Shares Held
53.8MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$388 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$248 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.81MShares$182 Million2.36% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$181 Million0.0% of portfolio
-
Tiedemann Advisors, LLC1.52MShares$153 Million6.39% of portfolio