Morris Retirement Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History

Morris Retirement Advisors, LLC

$184 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 17, 2023	BUY	$97.43 - $99.5 $87,297 - $89,152	896 Added 1.9%	48,176 $4.7 Million
Q1 2023 Apr 13, 2023	BUY	$96.86 - $99.23 $374,848 - $384,020	3,870 Added 8.91%	47,280 $4.69 Million
Q4 2022 Feb 02, 2023	BUY	$96.57 - $98.11 $1.16 Million - $1.18 Million	11,981 Added 38.12%	43,410 $4.21 Million
Q3 2022 Oct 14, 2022	BUY	$96.11 - $102.85 $881,905 - $943,751	9,176 Added 41.23%	31,429 $3.04 Million
Q2 2022 Aug 08, 2022	BUY	$101.26 - $104.65 $257,807 - $266,438	2,546 Added 12.92%	22,253 $2.26 Million
Q1 2022 May 10, 2022	SELL	$103.82 - $106.76 $1.15 Million - $1.18 Million	-11,034 Reduced 35.89%	19,707 $2.07 Million
Q4 2021 Feb 02, 2022	BUY	$105.21 - $107.0 $367,814 - $374,072	3,496 Added 12.83%	30,741 $3.26 Million
Q3 2021 Oct 28, 2021	BUY	$105.49 - $107.1 $2.87 Million - $2.92 Million	27,245 New	27,245 $2.88 Million

Others Institutions Holding STIP

# of Institutions

630

Shares Held

54.8M

Call Options Held

33.5K

Put Options Held

0

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

More about STIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morris Retirement Advisors, LLC with notifications on news.