Sharkey, Howes & Javer Ishares Barclays 0 5 Year Tips Transaction History
Sharkey, Howes & Javer
- $691 Million
- Q3 2025
A detailed history of Sharkey, Howes & Javer transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Sharkey, Howes & Javer holds 27,907 shares of STIP stock, worth $2.89 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
27,907
              Previous 22,919
              
        
           21.76%
        
      
          
        Holding current value
$2.89 Million
            Previous $2.36 Million
            
        
           22.31%
        
      
          
        % of portfolio
0.42%
            Previous 0.35%
          
        Shares
	  8 transactions
	
  Others Institutions Holding STIP
# of Institutions
848Shares Held
77.2MCall Options Held
4.5KPut Options Held
0- 
    
      Betterment LLC New York, NY4.01MShares$415 Million0.88% of portfolio
- 
    
      Envestnet Asset Management Inc3.25MShares$336 Million0.1% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC2.88MShares$298 Million0.1% of portfolio
- 
    
      Personal Capital Advisors Corp2.47MShares$256 Million1.16% of portfolio
- 
    
      Ritholtz Wealth Management2.15MShares$222 Million4.4% of portfolio