Lvw Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History
Lvw Advisors, LLC
- $862 Million
- Q2 2025
A detailed history of Lvw Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Lvw Advisors, LLC holds 391,145 shares of STIP stock, worth $40.4 Million. This represents 4.67% of its overall portfolio holdings.
Number of Shares
391,145
Previous 398,597
1.87%
Holding current value
$40.4 Million
Previous $41.2 Million
2.32%
% of portfolio
4.67%
Previous 5.23%
Shares
7 transactions
Others Institutions Holding STIP
# of Institutions
829Shares Held
75.3MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$414 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.25MShares$335 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$298 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio