Perfromance Wealth Partners, LLC Ishares Barclays 0 5 Year Tips Transaction History

Perfromance Wealth Partners, LLC

  • $2.89 Billion
  • Q3 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 53,379 shares of STIP stock, worth $5.38 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
53,379
Previous 53,322 0.11%
Holding current value
$5.38 Million
Previous $5.31 Million 1.94%
% of portfolio
0.19%
Previous 0.2%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$98.99 - $101.51 $5,642 - $5,786
57 Added 0.11%
53,379 $5.41 Million
Q2 2024

Jul 19, 2024
SELL
$98.69 - $99.57 $618,687 - $624,204
-6,269 Reduced 10.52%
53,322 $5.31 Million
Q1 2024

Apr 30, 2024
SELL
$98.36 - $99.47 $271,473 - $274,537
-2,760 Reduced 4.43%
59,591 $5.93 Million
Q4 2023

Jan 22, 2024
BUY
$96.33 - $98.68 $464,117 - $475,440
4,818 Added 8.37%
62,351 $6.15 Million
Q3 2023

Oct 30, 2023
BUY
$96.73 - $97.56 $775,677 - $782,333
8,019 Added 16.2%
57,533 $5.58 Million
Q2 2023

Jul 13, 2023
BUY
$97.43 - $99.5 $735,304 - $750,926
7,547 Added 17.98%
49,514 $4.83 Million
Q1 2023

Apr 20, 2023
BUY
$96.86 - $99.23 $2.87 Million - $2.94 Million
29,641 Added 240.48%
41,967 $4.16 Million
Q4 2022

Jan 19, 2023
BUY
$96.57 - $98.11 $1.19 Million - $1.21 Million
12,326 New
12,326 $0

Others Institutions Holding STIP

# of Institutions
622
Shares Held
53.9M
Call Options Held
33.5K
Put Options Held
0
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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