Lutz Financial Services LLC Ishares Barclays 0 5 Year Tips Transaction History

Lutz Financial Services LLC

$1.22 Billion
Q1 2025

A detailed history of Lutz Financial Services LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Lutz Financial Services LLC holds 65,429 shares of STIP stock, worth $6.72 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

65,429

Previous 59,486 9.99%

Holding current value

$6.72 Million

Previous $5.98 Million 13.12%

% of portfolio

0.55%

Previous 0.48%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$100.59 - $103.47 $597,806 - $614,922	5,943 Added 9.99%	65,429 $6.77 Million
Q4 2024 Feb 03, 2025	BUY	$100.24 - $101.35 $541,195 - $547,188	5,399 Added 9.98%	59,486 $5.98 Million
Q3 2024 Oct 29, 2024	BUY	$98.99 - $101.51 $1.21 Million - $1.24 Million	12,210 Added 29.16%	54,087 $5.48 Million
Q2 2024 Jul 29, 2024	BUY	$98.69 - $99.57 $999,631 - $1.01 Million	10,129 Added 31.9%	41,877 $4.17 Million
Q1 2024 May 03, 2024	BUY	$98.36 - $99.47 $638,946 - $646,157	6,496 Added 25.72%	31,748 $3.16 Million
Q4 2023 Feb 07, 2024	BUY	$96.33 - $98.68 $1.67 Million - $1.72 Million	17,384 Added 220.95%	25,252 $2.49 Million
Q3 2023 Nov 03, 2023	BUY	$96.73 - $97.56 $535,690 - $540,287	5,538 Added 237.68%	7,868 $762,000
Q2 2023 Aug 07, 2023	BUY	$97.43 - $99.5 $227,011 - $231,835	2,330 New	2,330 $227,000
Q1 2020 Apr 27, 2020	SELL	$96.7 - $102.1 $957,813 - $1.01 Million	-9,905 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	$99.88 - $100.71 $599 - $604	6 Added 0.06%	9,905 $997,000
Q3 2019 Oct 31, 2019	SELL	$99.87 - $100.5 $41,745 - $42,009	-418 Reduced 4.05%	9,899 $992,000
Q2 2019 Aug 13, 2019	BUY	$99.61 - $100.65 $664,498 - $671,436	6,671 Added 182.97%	10,317 $1.04 Million
Q1 2019 May 06, 2019	SELL	$98.04 - $99.75 $405,689 - $412,765	-4,138 Reduced 53.16%	3,646 $363,000
Q4 2018 Feb 13, 2019	BUY	$97.69 - $98.71 $760,418 - $768,358	7,784 New	7,784 $763,000

Others Institutions Holding STIP

# of Institutions

726

Shares Held

65.1M

Call Options Held

Put Options Held

420

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About ISHARES BARCLAYS 0-5 YEAR TIPS

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Lutz Financial Services LLC Ishares Barclays 0 5 Year Tips Transaction History