Keystone Wealth Services, LLC Ishares Barclays 0 5 Year Tips Transaction History

Keystone Wealth Services, LLC

$379 Million
Q2 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	SELL	$100.24 - $101.35 $28,167 - $28,479	-281 Reduced 11.11%	2,249 $226,000
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

# of Institutions

777

Shares Held

68.3M

Call Options Held

3K

Put Options Held

420

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