Penobscot Wealth Management Ishares Barclays 0 5 Year Tips Transaction History
Penobscot Wealth Management
- $239 Million
- Q2 2025
A detailed history of Penobscot Wealth Management transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Penobscot Wealth Management holds 72,615 shares of STIP stock, worth $7.47 Million. This represents 3.12% of its overall portfolio holdings.
Number of Shares
72,615
Previous 64,825
12.02%
Holding current value
$7.47 Million
Previous $6.71 Million
11.41%
% of portfolio
3.12%
Previous 3.33%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
849Shares Held
77.5MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$412 Million0.88% of portfolio
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Envestnet Asset Management Inc3.32MShares$341 Million0.11% of portfolio
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Lpl Financial LLC Fort Mill, SC2.88MShares$297 Million0.1% of portfolio
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Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
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Ritholtz Wealth Management2.15MShares$221 Million4.4% of portfolio