Morton Brown Family Wealth, LLC Ishares Barclays 0 5 Year Tips Transaction History

Morton Brown Family Wealth, LLC

  • $242 Million
  • Q1 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 3,668 shares of STIP stock, worth $364,562. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,668
Previous 29,090 87.39%
Holding current value
$364,562
Previous $2.87 Million 87.3%
% of portfolio
0.15%
Previous 1.26%

Shares

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

Apr 23, 2024
SELL
$98.36 - $99.47 $2.5 Million - $2.53 Million
-25,422 Reduced 87.39%
3,668 $364,000
Q4 2023

Jan 26, 2024
SELL
$96.33 - $98.68 $1.34 Million - $1.37 Million
-13,901 Reduced 32.33%
29,090 $2.87 Million
Q3 2023

Oct 18, 2023
SELL
$96.73 - $97.56 $32,114 - $32,389
-332 Reduced 0.77%
42,991 $4.17 Million
Q2 2023

Jul 25, 2023
BUY
$97.43 - $99.5 $339,835 - $347,056
3,488 Added 8.76%
43,323 $4.23 Million
Q1 2023

Apr 25, 2023
BUY
$96.86 - $99.23 $356,735 - $365,464
3,683 Added 10.19%
39,835 $3.95 Million
Q4 2022

Feb 01, 2023
SELL
$96.72 - $98.11 $37,430 - $37,968
-387 Reduced 1.06%
36,152 $3.51 Million
Q3 2022

Oct 31, 2022
SELL
$96.99 - $102.85 $103,779 - $110,049
-1,070 Reduced 2.85%
36,539 $3.51 Million
Q2 2022

Jul 21, 2022
BUY
$101.26 - $104.65 $2,936 - $3,034
29 Added 0.08%
37,609 $3.82 Million
Q1 2022

Apr 20, 2022
BUY
$103.82 - $106.76 $136,211 - $140,069
1,312 Added 3.62%
37,580 $3.94 Million
Q4 2021

Feb 11, 2022
BUY
$105.21 - $107.0 $3.82 Million - $3.88 Million
36,268 New
36,268 $3.84 Million

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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