A detailed history of Keystone Wealth Services, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 2,530 shares of STIP stock, worth $254,214. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,530
Previous 3,533 28.39%
Holding current value
$254,214
Previous $351,000 27.07%
% of portfolio
0.08%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$98.99 - $101.51 $99,286 - $101,814
-1,003 Reduced 28.39%
2,530 $256,000
Q2 2024

Jul 12, 2024

SELL
$98.69 - $99.57 $83,886 - $84,634
-850 Reduced 19.39%
3,533 $351,000
Q1 2024

Apr 12, 2024

SELL
$98.36 - $99.47 $42,589 - $43,070
-433 Reduced 8.99%
4,383 $435,000
Q4 2023

Jan 17, 2024

SELL
$96.33 - $98.68 $24,082 - $24,670
-250 Reduced 4.93%
4,816 $474,000
Q3 2023

Oct 05, 2023

BUY
$96.73 - $97.56 $4,643 - $4,682
48 Added 0.96%
5,066 $490,000
Q2 2023

Jul 20, 2023

BUY
$97.43 - $99.5 $14,711 - $15,024
151 Added 3.1%
5,018 $489,000
Q1 2023

Apr 07, 2023

BUY
$96.86 - $99.23 $84,268 - $86,330
870 Added 21.77%
4,867 $482,000
Q4 2022

Feb 09, 2023

BUY
$96.57 - $98.11 $385,990 - $392,145
3,997 New
3,997 $387,000

Others Institutions Holding STIP

About ISHARES BARCLAYS 0-5 YEAR TIPS


  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
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