Portside Wealth Group, LLC Ishares Barclays 0 5 Year Tips Transaction History

Portside Wealth Group, LLC

  • $578 Billion
  • Q4 2024

A detailed history of Portside Wealth Group, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Portside Wealth Group, LLC holds 16,114 shares of STIP stock, worth $1.64 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
16,114
Previous 16,255 0.87%
Holding current value
$1.64 Million
Previous $1.65 Billion 0.87%
% of portfolio
0.28%
Previous 0.28%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$100.24 - $101.35 $14,133 - $14,290
-141 Reduced 0.87%
16,114 $1.63 Billion
Q3 2024

Oct 31, 2024
SELL
$98.99 - $101.51 $201,444 - $206,572
-2,035 Reduced 11.13%
16,255 $1.65 Billion
Q2 2024

Jul 18, 2024
SELL
$98.69 - $99.57 $389,035 - $392,504
-3,942 Reduced 17.73%
18,290 $1.82 Billion
Q1 2024

Apr 17, 2024
SELL
$98.36 - $99.47 $978,682 - $989,726
-9,950 Reduced 30.92%
22,232 $2.21 Billion
Q4 2023

Jan 16, 2024
SELL
$96.33 - $98.68 $539,255 - $552,410
-5,598 Reduced 14.82%
32,182 $3.17 Billion
Q3 2023

Oct 27, 2023
SELL
$96.73 - $97.56 $2.74 Million - $2.76 Million
-28,335 Reduced 42.86%
37,780 $3.66 Billion
Q2 2023

Sep 01, 2023
SELL
$97.43 - $99.5 $252 Million - $258 Million
-2,589,645 Reduced 97.51%
66,115 $6.45 Billion
Q2 2023

Aug 01, 2023
BUY
$97.43 - $99.5 $259 Million - $264 Million
2,655,760 New
2,655,760 $259 Million

Others Institutions Holding STIP

# of Institutions
640
Shares Held
56.9M
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
Track This Portfolio

Track Portside Wealth Group, LLC Portfolio

Follow Portside Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Portside Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Portside Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email