Independent Wealth Network Inc. Ishares Barclays 0 5 Year Tips Transaction History

Independent Wealth Network Inc.

$237 Million
Q1 2025

A detailed history of Independent Wealth Network Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Independent Wealth Network Inc. holds 21,539 shares of STIP stock, worth $2.21 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

21,539

Previous 19,310 11.54%

Holding current value

$2.21 Million

Previous $1.94 Million 14.73%

% of portfolio

0.94%

Previous 0.83%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$100.59 - $103.47 $224,215 - $230,634	2,229 Added 11.54%	21,539 $2.23 Million
Q4 2024 Jan 17, 2025	BUY	$100.24 - $101.35 $303,827 - $307,191	3,031 Added 18.62%	19,310 $1.94 Million
Q3 2024 Oct 15, 2024	BUY	$98.99 - $101.51 $86,616 - $88,821	875 Added 5.68%	16,279 $1.65 Million
Q2 2024 Jul 18, 2024	BUY	$98.69 - $99.57 $95,531 - $96,383	968 Added 6.71%	15,404 $1.53 Million
Q1 2024 May 20, 2024	BUY	$98.36 - $99.47 $1.42 Million - $1.44 Million	14,436 New	14,436 $1.44 Million
Q4 2023 Jan 12, 2024	BUY	$96.33 - $98.68 $735,479 - $753,421	7,635 Added 127.57%	13,620 $1.34 Million
Q3 2023 Oct 11, 2023	BUY	$96.73 - $97.56 $54,072 - $54,536	559 Added 10.3%	5,985 $580,000
Q2 2023 Jul 12, 2023	SELL	$97.43 - $99.5 $86,128 - $87,958	-884 Reduced 14.01%	5,426 $529,000
Q1 2023 Apr 18, 2023	BUY	$96.86 - $99.23 $11,623 - $11,907	120 Added 1.94%	6,310 $626,000
Q4 2022 Jan 25, 2023	BUY	$96.57 - $98.11 $25,108 - $25,508	260 Added 4.38%	6,190 $0
Q3 2022 Oct 17, 2022	BUY	$96.11 - $102.85 $342,824 - $366,865	3,567 Added 150.95%	5,930 $570,000
Q2 2022 Jul 26, 2022	BUY	$101.26 - $104.65 $21,264 - $21,976	210 Added 9.75%	2,363 $240,000
Q1 2022 Apr 20, 2022	BUY	$103.82 - $106.76 $223,524 - $229,854	2,153 New	2,153 $226,000

Others Institutions Holding STIP

# of Institutions

725

Shares Held

65.1M

Call Options Held

Put Options Held

420

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 Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Ishares Barclays 0 5 Year Tips Transaction History