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

Sovereign Financial Group, Inc.

$470 Million
Q2 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 2,803 shares of STIP stock, worth $289,437. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,803

Previous 3,909 28.29%

Holding current value

$289,437

Previous $404,000 28.71%

% of portfolio

0.06%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$102.02 - $103.5 $112,834 - $114,471	-1,106 Reduced 28.29%	2,803 $288,000
Q1 2025 Apr 11, 2025	SELL	$100.59 - $103.47 $24,946 - $25,660	-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

829

Shares Held

75.3M

Call Options Held

4.5K

Put Options Held

View Full List

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