Heritage Investment Group, Inc. Ishares Barclays 0 5 Year Tips Transaction History

Heritage Investment Group, Inc.

$569 Million
Q2 2025

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 14,890 shares of STIP stock, worth $1.54 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

14,890

Previous 14,406 3.36%

Holding current value

$1.54 Million

Previous $1.49 Million 2.82%

% of portfolio

0.27%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$102.02 - $103.5 $49,377 - $50,094	484 Added 3.36%	14,890 $1.53 Million
Q1 2025 Apr 25, 2025	SELL	$100.59 - $103.47 $74,939 - $77,085	-745 Reduced 4.92%	14,406 $1.49 Million
Q4 2024 Jan 28, 2025	BUY	$100.24 - $101.35 $34,482 - $34,864	344 Added 2.32%	15,151 $1.52 Million
Q3 2024 Nov 06, 2024	BUY	$98.99 - $101.51 $72,361 - $74,203	731 Added 5.19%	14,807 $1.5 Million
Q2 2024 Jul 22, 2024	BUY	$98.69 - $99.57 $10,263 - $10,355	104 Added 0.74%	14,076 $1.4 Million
Q1 2024 May 02, 2024	BUY	$98.36 - $99.47 $91,966 - $93,004	935 Added 7.17%	13,972 $1.39 Million
Q4 2023 Feb 01, 2024	BUY	$96.33 - $98.68 $40,843 - $41,840	424 Added 3.36%	13,037 $1.29 Million
Q3 2023 Nov 03, 2023	BUY	$96.73 - $97.56 $1.22 Million - $1.23 Million	12,613 New	12,613 $1.22 Million

Others Institutions Holding STIP

# of Institutions

829

Shares Held

75.3M

Call Options Held

4.5K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
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Heritage Investment Group, Inc. Ishares Barclays 0 5 Year Tips Transaction History