Modern Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History

Modern Wealth Management, LLC

  • $1.11 Trillion
  • Q1 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,074,492 shares of STIP stock, worth $107 Million. This represents 9.58% of its overall portfolio holdings.

Number of Shares
1,074,492
Previous 1,052,932 2.05%
Holding current value
$107 Million
Previous $104 Billion 2.55%
% of portfolio
9.58%
Previous 13.89%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$98.36 - $99.47 $2.12 Million - $2.14 Million
21,560 Added 2.05%
1,074,492 $106 Billion
Q4 2023

Feb 14, 2024
BUY
$96.33 - $98.68 $101 Million - $104 Million
1,052,932 New
1,052,932 $104 Billion

Others Institutions Holding STIP

# of Institutions
617
Shares Held
64.9M
Call Options Held
135K
Put Options Held
8.4K
View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

STIP Quotes by TradingView
  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
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