North Ridge Wealth Advisors, Inc. Ishares Barclays 0 5 Year Tips Transaction History

North Ridge Wealth Advisors, Inc.

$147 Billion
Q3 2024

A detailed history of North Ridge Wealth Advisors, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, North Ridge Wealth Advisors, Inc. holds 6,070 shares of STIP stock, worth $610,217. This represents 0.42% of its overall portfolio holdings.

Number of Shares

6,070

Previous 6,114 0.72%

Holding current value

$610,217

Previous $608 Million 1.11%

% of portfolio

0.42%

Previous 0.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$98.99 - $101.51 $4,355 - $4,466	-44 Reduced 0.72%	6,070 $615 Million
Q2 2024 Jul 30, 2024	BUY	$98.69 - $99.57 $19,540 - $19,714	198 Added 3.35%	6,114 $608 Million
Q1 2024 Apr 24, 2024	SELL	$98.36 - $99.47 $13,180 - $13,328	-134 Reduced 2.21%	5,916 $588 Million
Q4 2023 Jan 18, 2024	SELL	$96.33 - $98.68 $188,325 - $192,919	-1,955 Reduced 24.42%	6,050 $597 Million
Q3 2023 Oct 19, 2023	BUY	$96.73 - $97.56 $43,141 - $43,511	446 Added 5.9%	8,005 $776 Million
Q1 2023 Apr 28, 2023	BUY	$96.86 - $99.23 $732,164 - $750,079	7,559 New	7,559 $750 Million

Others Institutions Holding STIP

# of Institutions

627

Shares Held

54.3M

Call Options Held

98.5K

Put Options Held

3.2K

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

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North Ridge Wealth Advisors, Inc. Ishares Barclays 0 5 Year Tips Transaction History