A detailed history of Prosperity Planning, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Prosperity Planning, Inc. holds 16,775 shares of STIP stock, worth $1.69 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
16,775
Previous 15,274 9.83%
Holding current value
$1.69 Million
Previous $1.52 Million 11.85%
% of portfolio
0.55%
Previous 0.52%

Shares

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

Oct 07, 2024

BUY
$98.99 - $101.51 $148,583 - $152,366
1,501 Added 9.83%
16,775 $1.7 Million
Q2 2024

Jul 23, 2024

SELL
$98.69 - $99.57 $12,336 - $12,446
-125 Reduced 0.81%
15,274 $1.52 Million
Q1 2024

Apr 15, 2024

BUY
$98.36 - $99.47 $8,360 - $8,454
85 Added 0.56%
15,399 $1.53 Million
Q4 2023

Feb 05, 2024

BUY
$96.33 - $98.68 $347,558 - $356,037
3,608 Added 30.82%
15,314 $1.51 Million
Q3 2023

Oct 24, 2023

SELL
$96.73 - $97.56 $8,125 - $8,195
-84 Reduced 0.71%
11,706 $1.13 Million
Q2 2023

Jul 13, 2023

BUY
$97.43 - $99.5 $10,912 - $11,144
112 Added 0.96%
11,790 $1.15 Million
Q1 2023

Apr 13, 2023

BUY
$96.86 - $99.23 $636,176 - $651,742
6,568 Added 128.53%
11,678 $1.16 Million
Q3 2022

Oct 12, 2022

BUY
$96.11 - $102.85 $491,122 - $525,563
5,110 New
5,110 $491,000

Others Institutions Holding STIP

About ISHARES BARCLAYS 0-5 YEAR TIPS


  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
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