Leicht Financial Planning & Wealth Management, Inc. Ishares Barclays 0 5 Year Tips Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 10, 2020	SELL	$99.85 - $102.42 $572,839 - $587,583	-5,737 Closed	0 $0
Q1 2020 Apr 13, 2020	SELL	$96.7 - $102.1 $1.84 Million - $1.95 Million	-19,072 Reduced 76.88%	5,737 $573,000
Q4 2019 Jan 17, 2020	SELL	$99.88 - $100.71 $2.47 Million - $2.49 Million	-24,714 Reduced 49.9%	24,809 $2.5 Million
Q3 2019 Oct 17, 2019	SELL	$99.87 - $100.5 $2.18 Million - $2.2 Million	-21,852 Reduced 30.62%	49,523 $4.96 Million
Q2 2019 Aug 02, 2019	SELL	$99.61 - $100.65 $528,729 - $534,250	-5,308 Reduced 6.92%	71,375 $7.18 Million
Q1 2019 May 02, 2019	BUY	$98.04 - $99.75 $4.09 Million - $4.16 Million	41,723 Added 119.34%	76,683 $7.64 Million
Q4 2018 Jan 28, 2019	BUY	$97.69 - $98.71 $1.78 Million - $1.8 Million	18,209 Added 108.7%	34,960 $3.43 Million
Q3 2018 Oct 19, 2018	BUY	$98.6 - $99.48 $1.45 Million - $1.46 Million	14,724 Added 726.39%	16,751 $1.66 Million
Q2 2018 Jul 16, 2018	BUY	$99.2 - $99.99 $201,078 - $202,679	2,027 New	2,027 $201,000

Others Institutions Holding STIP

# of Institutions

623

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

More about STIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leicht Financial Planning & Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Leicht Financial Planning & Wealth Management, Inc. with notifications on news.

Account