J. W. Coons Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History
J. W. Coons Advisors, LLC
- $430 Million
- Q2 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 5,495 shares of STIP stock, worth $567,413. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,495
Previous 5,080
8.17%
Holding current value
$567,413
Previous $525,000
7.62%
% of portfolio
0.13%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding STIP
# of Institutions
829Shares Held
75.3MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$414 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.25MShares$335 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$298 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio