Lord & Richards Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History

Lord & Richards Wealth Management, LLC

  • $95.7 Billion
  • Q2 2025

A detailed history of Lord & Richards Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 12,668 shares of STIP stock, worth $1.31 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
12,668
Previous 10,834 16.93%
Holding current value
$1.31 Million
Previous $1.12 Billion 16.29%
% of portfolio
1.36%
Previous 1.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$102.02 - $103.5 $187,104 - $189,819
1,834 Added 16.93%
12,668 $1.3 Billion
Q1 2025

May 02, 2025
BUY
$100.59 - $103.47 $625,569 - $643,479
6,219 Added 134.76%
10,834 $1.12 Billion
Q4 2024

Jan 30, 2025
BUY
$100.24 - $101.35 $462,607 - $467,730
4,615 New
4,615 $464 Million

Others Institutions Holding STIP

# of Institutions
828
Shares Held
75.2M
Call Options Held
4.5K
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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