Sovereign Financial Group, Inc. Ishares Barclays 0 5 Year Tips Transaction History

Sovereign Financial Group, Inc.

$425 Million
Q1 2025

A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 3,909 shares of STIP stock, worth $404,112. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,909

Previous 4,157 5.97%

Holding current value

$404,112

Previous $418,000 3.35%

% of portfolio

0.1%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$100.59 - $103.38 $24,946 - $25,638	-248 Reduced 5.97%	3,909 $404,000
Q4 2024 Jan 14, 2025	BUY	$100.24 - $101.35 $73,375 - $74,188	732 Added 21.37%	4,157 $418,000
Q3 2024 Oct 08, 2024	SELL	$98.99 - $101.51 $79,389 - $81,411	-802 Reduced 18.97%	3,425 $347,000
Q2 2024 Jul 15, 2024	BUY	$98.69 - $99.57 $138,067 - $139,298	1,399 Added 49.47%	4,227 $420,000
Q1 2024 Apr 15, 2024	BUY	$98.36 - $99.47 $25,671 - $25,961	261 Added 10.17%	2,828 $281,000
Q4 2023 Feb 06, 2024	BUY	$96.33 - $98.68 $247,279 - $253,311	2,567 New	2,567 $253,000

Others Institutions Holding STIP

# of Institutions

685

Shares Held

57.7M

Call Options Held

22.7K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

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Sovereign Financial Group, Inc. Ishares Barclays 0 5 Year Tips Transaction History