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

Lodestone Wealth Management LLC

  • $199 Billion
  • Q4 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 5,133 shares of STIP stock, worth $523,566. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,133
Previous 5,224 1.74%
Holding current value
$523,566
Previous $529 Million 2.44%
% of portfolio
0.26%
Previous 0.26%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$100.24 - $101.35 $9,121 - $9,222
-91 Reduced 1.74%
5,133 $516 Million
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
671
Shares Held
58.7M
Call Options Held
22.7K
Put Options Held
0
View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

STIP Quotes by TradingView
  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
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