Selective Wealth Management, Inc. Ishares Barclays 0 5 Year Tips Transaction History

Selective Wealth Management, Inc.

$233 Million
Q1 2024

A detailed history of Selective Wealth Management, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 11,291 shares of STIP stock, worth $1.12 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

11,291

Previous 13,820 18.3%

Holding current value

$1.12 Million

Previous $1.36 Million 17.62%

% of portfolio

0.48%

Previous 0.67%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	SELL	$98.36 - $99.47 $248,752 - $251,559	-2,529 Reduced 18.3%	11,291 $1.12 Million
Q4 2023 Jan 05, 2024	SELL	$96.33 - $98.68 $123,013 - $126,014	-1,277 Reduced 8.46%	13,820 $1.36 Million
Q3 2023 Oct 10, 2023	SELL	$96.73 - $97.56 $544,589 - $549,262	-5,630 Reduced 27.16%	15,097 $1.46 Million
Q2 2023 Jul 11, 2023	SELL	$97.43 - $99.5 $2.06 Million - $2.11 Million	-21,193 Reduced 50.56%	20,727 $2.02 Million
Q4 2022 Jan 23, 2023	SELL	$96.72 - $98.11 $3.89 Million - $3.95 Million	-40,259 Reduced 48.99%	41,920 $0

Q3 2022 Oct 21, 2022	BUY	$96.99 - $102.85 $737,899 - $782,482	7,608 Added 10.2%	82,179 $7.9 Million
Q2 2022 Jul 28, 2022	BUY	$101.26 - $104.65 $7.46 Million - $7.71 Million	73,699 Added 8451.72%	74,571 $7.56 Million
Q1 2022 Apr 20, 2022	BUY	$103.82 - $106.76 $55,855 - $57,436	538 Added 161.08%	872 $91,000
Q3 2021 Oct 27, 2021	BUY	$105.49 - $107.1 $105 - $107	1 Added 0.3%	334 $35,000
Q4 2019 Jan 10, 2020	SELL	$99.88 - $100.71 $11,985 - $12,085	-120 Reduced 26.49%	333 $33,000
Q3 2019 Oct 29, 2019	BUY	$99.87 - $100.5 $45,241 - $45,526	453 New	453 $45,000

Others Institutions Holding STIP

# of Institutions

616

Shares Held

64.9M

Call Options Held

135K

Put Options Held

8.4K

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
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Selective Wealth Management, Inc. Ishares Barclays 0 5 Year Tips Transaction History