Jeppson Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History

Jeppson Wealth Management, LLC

$258 Million
Q1 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 190,733 shares of STIP stock, worth $19 Million. This represents 7.36% of its overall portfolio holdings.

Number of Shares

190,733

Previous 191,148 0.22%

Holding current value

$19 Million

Previous $18.8 Million 0.63%

% of portfolio

7.36%

Previous 7.81%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$98.36 - $99.47 $40,819 - $41,280	-415 Reduced 0.22%	190,733 $19 Million
Q4 2023 Jan 11, 2024	SELL	$96.33 - $98.68 $2.1 Million - $2.16 Million	-21,841 Reduced 10.25%	191,148 $18.8 Million
Q3 2023 Oct 25, 2023	SELL	$96.73 - $97.56 $894,752 - $902,430	-9,250 Reduced 4.16%	212,989 $20.6 Million
Q2 2023 Jul 31, 2023	SELL	$97.43 - $99.5 $1.11 Million - $1.13 Million	-11,347 Reduced 4.86%	222,239 $21.7 Million
Q1 2023 Apr 27, 2023	SELL	$96.86 - $99.23 $4.42 Million - $4.53 Million	-45,602 Reduced 16.33%	233,586 $23.2 Million

Q4 2022 Jan 27, 2023	BUY	$96.72 - $98.11 $11.4 Million - $11.6 Million	117,773 Added 72.96%	279,188 $0
Q3 2022 Oct 20, 2022	SELL	$96.99 - $102.85 $1.45 Million - $1.54 Million	-14,971 Reduced 8.49%	161,415 $15.5 Million
Q2 2022 Aug 03, 2022	BUY	$101.26 - $104.65 $10.8 Million - $11.2 Million	106,562 Added 152.62%	176,386 $17.9 Million
Q1 2022 Apr 27, 2022	BUY	$103.82 - $106.76 $7.25 Million - $7.45 Million	69,824 New	69,824 $7.33 Million

Others Institutions Holding STIP

# of Institutions

616

Shares Held

64.9M

Call Options Held

135K

Put Options Held

8.4K

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

More about STIP

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Jeppson Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History