Spartan Planning & Wealth Management Ishares Barclays 0 5 Year Tips Transaction History
Spartan Planning & Wealth Management
- $123 Million
- Q3 2025
A detailed history of Spartan Planning & Wealth Management transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 25,050 shares of STIP stock, worth $2.58 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
25,050
Previous 48,312
48.15%
Holding current value
$2.58 Million
Previous $4.97 Million
47.92%
% of portfolio
2.11%
Previous 4.44%
Shares
3 transactions
Others Institutions Holding STIP
# of Institutions
859Shares Held
79.8MCall Options Held
5.6KPut Options Held
0-
Betterment LLC New York, NY4.14MShares$426 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.32MShares$342 Million0.11% of portfolio
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Envestnet Asset Management Inc3.32MShares$342 Million0.11% of portfolio
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Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Ritholtz Wealth Management2.15MShares$221 Million4.4% of portfolio