J. W. Coons Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History
J. W. Coons Advisors, LLC
- $371 Million
- Q1 2025
A detailed history of J. W. Coons Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, J. W. Coons Advisors, LLC holds 5,080 shares of STIP stock, worth $525,780. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,080
Previous 4,560
11.4%
Holding current value
$525,780
Previous $458,000
14.63%
% of portfolio
0.14%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding STIP
# of Institutions
700Shares Held
60.8MCall Options Held
22.7KPut Options Held
0-
Betterment LLC New York, NY4.05MShares$419 Million0.98% of portfolio
-
Personal Capital Advisors Corp2.47MShares$256 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$196 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$187 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$184 Million5.58% of portfolio