Kelman Lazarov, Inc. Ishares Barclays 0 5 Year Tips Transaction History

Kelman Lazarov, Inc.

$525 Million
Q3 2024

A detailed history of Kelman Lazarov, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 246,099 shares of STIP stock, worth $24.7 Million. This represents 4.75% of its overall portfolio holdings.

Number of Shares

246,099

Previous 238,342 3.25%

Holding current value

$24.7 Million

Previous $23.7 Million 5.15%

% of portfolio

4.75%

Previous 4.8%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$98.99 - $101.51 $767,865 - $787,413	7,757 Added 3.25%	246,099 $24.9 Million
Q2 2024 Aug 12, 2024	BUY	$98.69 - $99.57 $1.02 Million - $1.03 Million	10,365 Added 4.55%	238,342 $23.7 Million
Q1 2024 May 09, 2024	BUY	$98.36 - $99.47 $782,355 - $791,184	7,954 Added 3.62%	227,977 $22.7 Million
Q4 2023 Feb 01, 2024	SELL	$96.33 - $98.68 $1.01 Million - $1.03 Million	-10,444 Reduced 4.53%	220,023 $21.7 Million
Q3 2023 Oct 30, 2023	BUY	$96.73 - $97.56 $212,128 - $213,949	2,193 Added 0.96%	230,467 $22.3 Million
Q2 2023 Aug 04, 2023	BUY	$97.43 - $99.5 $799,023 - $815,999	8,201 Added 3.73%	228,274 $22.3 Million
Q1 2023 May 04, 2023	BUY	$96.86 - $99.23 $291,839 - $298,979	3,013 Added 1.39%	220,073 $21.8 Million
Q4 2022 Feb 06, 2023	SELL	$96.57 - $98.11 $3.48 Million - $3.53 Million	-35,994 Reduced 14.22%	217,060 $21 Million
Q3 2022 Oct 24, 2022	BUY	$96.11 - $102.85 $24.3 Million - $26 Million	253,054 New	253,054 $24.3 Million

Others Institutions Holding STIP

# of Institutions

622

Shares Held

53.8M

Call Options Held

33.5K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

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Kelman Lazarov, Inc. Ishares Barclays 0 5 Year Tips Transaction History