Peak Financial Management, Inc. Ishares Barclays 0 5 Year Tips Transaction History

Peak Financial Management, Inc.

$336 Million
Q3 2024

A detailed history of Peak Financial Management, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Peak Financial Management, Inc. holds 24,013 shares of STIP stock, worth $2.42 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

24,013

Previous 24,009 0.02%

Holding current value

$2.42 Million

Previous $2.39 Million 1.84%

% of portfolio

0.72%

Previous 0.77%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$98.99 - $101.51 $395 - $406	4 Added 0.02%	24,013 $2.43 Million
Q2 2024 Jul 22, 2024	BUY	$98.69 - $99.57 $932,620 - $940,936	9,450 Added 64.91%	24,009 $2.39 Million
Q1 2024 Apr 22, 2024	BUY	$98.36 - $99.47 $12,786 - $12,931	130 Added 0.9%	14,559 $1.45 Million
Q4 2023 Jan 18, 2024	BUY	$96.33 - $98.68 $1.39 Million - $1.42 Million	14,429 New	14,429 $1.42 Million
Q2 2023 Jul 26, 2023	SELL	$97.43 - $99.5 $19,973 - $20,397	-205 Reduced 4.04%	4,870 $475,000
Q1 2023 Apr 24, 2023	SELL	$96.86 - $99.23 $3,874 - $3,969	-40 Reduced 0.78%	5,075 $503,000
Q4 2022 Jan 27, 2023	BUY	$96.57 - $98.11 $493,955 - $501,832	5,115 New	5,115 $495,000

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

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Peak Financial Management, Inc. Ishares Barclays 0 5 Year Tips Transaction History