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 3,425 shares of STIP stock, worth $345,342. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,425
Previous 4,227 18.97%
Holding current value
$345,342
Previous $420,000 17.38%
% of portfolio
0.08%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES BARCLAYS 0-5 YEAR TIPS


  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
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