Lwm Advisory Services, LLC Ishares Barclays 0 5 Year Tips Transaction History

Lwm Advisory Services, LLC

$139 Million
Q1 2025

A detailed history of Lwm Advisory Services, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 5,521 shares of STIP stock, worth $567,061. This represents 0.41% of its overall portfolio holdings.

Number of Shares

5,521

Previous 5,494 0.49%

Holding current value

$567,061

Previous $552,000 3.44%

% of portfolio

0.41%

Previous 0.4%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$100.59 - $103.47 $2,715 - $2,793	27 Added 0.49%	5,521 $571,000
Q4 2024 Feb 03, 2025	BUY	$100.24 - $101.35 $85,404 - $86,350	852 Added 18.35%	5,494 $552,000
Q3 2024 Nov 13, 2024	SELL	$98.99 - $101.51 $11,977 - $12,282	-121 Reduced 2.54%	4,642 $470,000
Q2 2024 Aug 08, 2024	BUY	$98.69 - $99.57 $59,904 - $60,438	607 Added 14.61%	4,763 $473,000
Q1 2024 May 09, 2024	BUY	$98.36 - $99.47 $44,262 - $44,761	450 Added 12.14%	4,156 $413,000
Q4 2023 Feb 05, 2024	BUY	$96.33 - $98.68 $318,659 - $326,433	3,308 Added 831.16%	3,706 $365,000
Q3 2023 Nov 02, 2023	BUY	$96.73 - $97.56 $38,498 - $38,828	398 New	398 $38,000
Q1 2023 May 02, 2023	BUY	$96.86 - $99.23 $154,394 - $158,172	1,594 Added 60.13%	4,245 $421,000
Q4 2022 Feb 07, 2023	BUY	$96.57 - $98.11 $46,160 - $46,896	478 Added 22.0%	2,651 $257,000
Q3 2022 Nov 16, 2022	SELL	$96.11 - $102.85 $249,693 - $267,204	-2,598 Reduced 54.45%	2,173 $209,000
Q2 2022 Aug 15, 2022	BUY	$101.26 - $104.65 $483,111 - $499,285	4,771 New	4,771 $484,000

Others Institutions Holding STIP

# of Institutions

725

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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Lwm Advisory Services, LLC Ishares Barclays 0 5 Year Tips Transaction History