Mesirow Financial Investment Management, Inc. Ishares Barclays 0 5 Year Tips Transaction History

Mesirow Financial Investment Management, Inc.

$4.94 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 25, 2024	BUY	$98.36 - $99.47 $458,849 - $464,027	4,665 New	4,665 $463,000
Q4 2023 Feb 13, 2024	BUY	$96.33 - $98.68 $1 Million - $1.03 Million	10,395 New	10,395 $1.02 Million

Others Institutions Holding STIP

# of Institutions

628

Shares Held

54.2M

Call Options Held

33.5K

Put Options Held

Betterment LLC New York, NY

3.87M
Shares

$392 Million
0.94% of portfolio
Personal Capital Advisors Corp

2.47M
Shares

$251 Million
1.16% of portfolio
Modera Wealth Management, LLC

1.81M
Shares

$184 Million
2.36% of portfolio
Black Rock Inc. New York, NY

1.81M
Shares

$183 Million
0.0% of portfolio
Ritholtz Wealth Management

1.57M
Shares

$159 Million
4.7% of portfolio

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