J. W. Coons Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History
J. W. Coons Advisors, LLC
- $381 Million
- Q4 2024
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 4,560 shares of STIP stock, worth $464,025. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,560
Previous 2,630
73.38%
Holding current value
$464,025
Previous $266,000
72.18%
% of portfolio
0.12%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding STIP
# of Institutions
637Shares Held
55.9MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$394 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$252 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.89MShares$193 Million2.34% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$184 Million0.0% of portfolio
-
Ritholtz Wealth Management1.57MShares$160 Million4.7% of portfolio