Holistic Planning, LLC Ishares Barclays 0 5 Year Tips Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Holistic Planning, LLC holds 3,400 shares of STIP stock, worth $351,084. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,400
Previous 3,338 1.86%
Holding current value
$351,084
Previous $345 Million 1.31%
% of portfolio
0.1%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$102.02 - $103.5 $6,325 - $6,417
62 Added 1.86%
3,400 $350 Million
Q1 2025

Apr 23, 2025
BUY
$100.59 - $103.47 $100 - $103
1 Added 0.03%
3,338 $345 Million
Q4 2024

Jan 24, 2025
BUY
$100.24 - $101.35 $334,500 - $338,204
3,337 New
3,337 $336 Million

Others Institutions Holding STIP

# of Institutions
829
Shares Held
75.3M
Call Options Held
4.5K
Put Options Held
0
View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

STIP Quotes by TradingView
  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
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