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

Morton Brown Family Wealth, LLC

$281 Million
Q3 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 1,104 shares of STIP stock, worth $111,294. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,104

Previous 1,682 34.36%

Holding current value

$111,294

Previous $167,000 33.53%

% of portfolio

0.04%

Previous 0.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$98.99 - $101.51 $57,216 - $58,672	-578 Reduced 34.36%	1,104 $111,000
Q2 2024 Jul 30, 2024	SELL	$98.69 - $99.57 $195,998 - $197,746	-1,986 Reduced 54.14%	1,682 $167,000
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	$96.57 - $98.11 $37,372 - $37,968	-387 Reduced 1.06%	36,152 $3.51 Million
Q3 2022 Oct 31, 2022	SELL	$96.11 - $102.85 $102,837 - $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

622

Shares Held

53.9M

Call Options Held

33.5K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

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