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

Selective Wealth Management, Inc.

$240 Million
Q1 2025

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 8,766 shares of STIP stock, worth $900,355. This represents 0.38% of its overall portfolio holdings.

Number of Shares

8,766

Previous 8,909 1.61%

Holding current value

$900,355

Previous $896,000 1.12%

% of portfolio

0.38%

Previous 0.36%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$100.59 - $103.47 $14,384 - $14,796	-143 Reduced 1.61%	8,766 $906,000
Q4 2024 Jan 15, 2025	SELL	$100.24 - $101.35 $400 - $405	-4 Reduced 0.04%	8,909 $896,000
Q3 2024 Oct 09, 2024	BUY	$98.99 - $101.51 $197 - $203	2 Added 0.02%	8,913 $903,000
Q2 2024 Jul 10, 2024	SELL	$98.69 - $99.57 $234,882 - $236,976	-2,380 Reduced 21.08%	8,911 $886,000
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	$96.57 - $98.11 $3.89 Million - $3.95 Million	-40,259 Reduced 48.99%	41,920 $0
Q3 2022 Oct 21, 2022	BUY	$96.11 - $102.85 $731,204 - $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

725

Shares Held

65.1M

Call Options Held

Put Options Held

420

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
Sector ETFs
Industry ETFs

More about STIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Account

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