Liberty Wealth Management LLC Ishares Barclays 0 5 Year Tips Transaction History
Liberty Wealth Management LLC
- $677 Million
- Q3 2025
A detailed history of Liberty Wealth Management LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Liberty Wealth Management LLC holds 6,763 shares of STIP stock, worth $695,709. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,763
Previous 5,638
19.95%
Holding current value
$695,709
Previous $580,000
20.52%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding STIP
# of Institutions
859Shares Held
79.7MCall Options Held
5.6KPut Options Held
0-
Betterment LLC New York, NY4.14MShares$426 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.32MShares$342 Million0.11% of portfolio
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Envestnet Asset Management Inc3.32MShares$342 Million0.11% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Ritholtz Wealth Management2.15MShares$221 Million4.4% of portfolio