Jgp Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Jgp Wealth Management, LLC
- $813 Million
- Q2 2025
A detailed history of Jgp Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 9,913 shares of STIP stock, worth $1.02 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,913
Previous 4,378
126.43%
Holding current value
$1.02 Million
Previous $452,000
125.66%
% of portfolio
0.13%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding STIP
# of Institutions
790Shares Held
71.5MCall Options Held
3KPut Options Held
0-
Betterment LLC New York, NY3.82MShares$394 Million0.94% of portfolio
-
Envestnet Asset Management Inc3.25MShares$334 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio
-
Ritholtz Wealth Management2.02MShares$209 Million4.68% of portfolio