Spartan Planning & Wealth Management Ishares Barclays 0 5 Year Tips Transaction History
Spartan Planning & Wealth Management
- $112 Million
- Q2 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 48,312 shares of STIP stock, worth $4.98 Million. This represents 4.44% of its overall portfolio holdings.
Number of Shares
48,312
Previous 59,303
18.53%
Holding current value
$4.98 Million
Previous $6.13 Million
18.91%
% of portfolio
4.44%
Previous 6.18%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
755Shares Held
67.2MCall Options Held
3KPut Options Held
420-
Betterment LLC New York, NY3.82MShares$394 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.96MShares$202 Million2.79% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$186 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$183 Million5.58% of portfolio