A detailed history of Mattern Wealth Management LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Mattern Wealth Management LLC holds 3,161 shares of STIP stock, worth $320,557. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,161
Previous 4,191 24.58%
Holding current value
$320,557
Previous $416,000 24.52%
% of portfolio
0.08%
Previous 0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$98.69 - $99.57 $101,650 - $102,557
-1,030 Reduced 24.58%
3,161 $314,000
Q1 2024

May 13, 2024

SELL
$98.36 - $99.47 $309,637 - $313,131
-3,148 Reduced 42.89%
4,191 $416,000
Q4 2023

Feb 12, 2024

SELL
$96.33 - $98.68 $307,100 - $314,591
-3,188 Reduced 30.28%
7,339 $723,000
Q3 2023

Nov 01, 2023

SELL
$96.73 - $97.56 $4.09 Million - $4.13 Million
-42,330 Reduced 80.08%
10,527 $1.02 Million
Q2 2023

Jul 26, 2023

BUY
$97.43 - $99.5 $1.1 Million - $1.12 Million
11,249 Added 27.04%
52,857 $5.16 Million
Q1 2023

May 05, 2023

BUY
$96.86 - $99.23 $1.91 Million - $1.95 Million
19,682 Added 89.77%
41,608 $4.13 Million
Q4 2022

Feb 06, 2023

BUY
$96.57 - $98.11 $283,819 - $288,345
2,939 Added 15.48%
21,926 $2.13 Million
Q3 2022

Nov 01, 2022

BUY
$96.11 - $102.85 $291,693 - $312,149
3,035 Added 19.03%
18,987 $1.83 Million
Q2 2022

Jul 25, 2022

BUY
$101.26 - $104.65 $1.62 Million - $1.67 Million
15,952 New
15,952 $1.62 Million

Others Institutions Holding STIP

About ISHARES BARCLAYS 0-5 YEAR TIPS


  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
Track This Portfolio

Track Mattern Wealth Management LLC Portfolio

Follow Mattern Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mattern Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mattern Wealth Management LLC with notifications on news.