Jacobson & Schmitt Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History

Jacobson & Schmitt Advisors, LLC

  • $481 Million
  • Q1 2025

A detailed history of Jacobson & Schmitt Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Jacobson & Schmitt Advisors, LLC holds 181,317 shares of STIP stock, worth $18.6 Million. This represents 3.9% of its overall portfolio holdings.

Number of Shares
181,317
Previous 174,729 3.77%
Holding current value
$18.6 Million
Previous $17.6 Million 6.73%
% of portfolio
3.9%
Previous 3.4%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$100.59 - $103.47 $662,686 - $681,660
6,588 Added 3.77%
181,317 $18.8 Million
Q4 2024

Feb 03, 2025
BUY
$100.24 - $101.35 $17.5 Million - $17.7 Million
174,729 New
174,729 $17.6 Million
Q1 2019

May 02, 2019
SELL
$98.04 - $99.75 $990,007 - $1.01 Million
-10,098 Closed
0 $0
Q4 2018

Feb 11, 2019
BUY
$97.69 - $98.71 $12,406 - $12,536
127 Added 1.27%
10,098 $990,000
Q3 2018

Nov 14, 2018
BUY
$98.6 - $99.48 $62,413 - $62,970
633 Added 6.78%
9,971 $985,000
Q2 2018

Jul 27, 2018
BUY
$99.2 - $99.99 $926,329 - $933,706
9,338 New
9,338 $931,000

Others Institutions Holding STIP

# of Institutions
726
Shares Held
65.1M
Call Options Held
3K
Put Options Held
420
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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