Long View Wealth Management Ishares Barclays 0 5 Year Tips Transaction History
Long View Wealth Management
- $330 Billion
- Q2 2025
A detailed history of Long View Wealth Management transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Long View Wealth Management holds 10,362 shares of STIP stock, worth $1.07 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
10,362
Previous 5,762
79.83%
Holding current value
$1.07 Million
Previous $596 Million
78.85%
% of portfolio
0.32%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding STIP
# of Institutions
828Shares Held
75.2MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$415 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.25MShares$336 Million0.1% of portfolio
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Lpl Financial LLC Fort Mill, SC2.88MShares$298 Million0.1% of portfolio
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Personal Capital Advisors Corp2.47MShares$256 Million1.16% of portfolio
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Modera Wealth Management, LLC2.03MShares$210 Million2.64% of portfolio