Lodestone Wealth Management LLC Ishares Barclays 0 5 Year Tips Transaction History

Lodestone Wealth Management LLC

$200 Billion
Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 5,224 shares of STIP stock, worth $526,474. This represents 0.26% of its overall portfolio holdings.

Number of Shares

5,224

Previous 5,287 1.19%

Holding current value

$526,474

Previous $526 Million 0.63%

% of portfolio

0.26%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$98.99 - $101.51 $6,236 - $6,395	-63 Reduced 1.19%	5,224 $529 Million
Q2 2024 Jul 16, 2024	SELL	$98.69 - $99.57 $4,144 - $4,181	-42 Reduced 0.79%	5,287 $526 Million
Q1 2024 Apr 30, 2024	SELL	$98.36 - $99.47 $14,950 - $15,119	-152 Reduced 2.77%	5,329 $530 Million
Q4 2023 Jan 24, 2024	SELL	$96.33 - $98.68 $76,100 - $77,957	-790 Reduced 12.6%	5,481 $540 Million
Q3 2023 Oct 20, 2023	SELL	$96.73 - $97.56 $6,577 - $6,634	-68 Reduced 1.07%	6,271 $608 Million
Q2 2023 Jul 25, 2023	BUY	$97.43 - $99.5 $7,696 - $7,860	79 Added 1.26%	6,339 $619 Million
Q1 2023 May 15, 2023	BUY	$96.86 - $99.23 $15,691 - $16,075	162 Added 2.66%	6,260 $621 Million
Q4 2022 Feb 09, 2023	BUY	$96.57 - $98.11 $588,883 - $598,274	6,098 New	6,098 $591 Million

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

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Lodestone Wealth Management LLC Ishares Barclays 0 5 Year Tips Transaction History