Sterling Investment Advisors LLC Ishares Barclays 0 5 Year Tips Transaction History
Sterling Investment Advisors LLC
- $177 Million
- Q3 2024
A detailed history of Sterling Investment Advisors LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Sterling Investment Advisors LLC holds 70,383 shares of STIP stock, worth $7.1 Million. This represents 4.04% of its overall portfolio holdings.
Number of Shares
70,383
Previous 66,883
5.23%
Holding current value
$7.1 Million
Previous $6.65 Million
7.17%
% of portfolio
4.04%
Previous 4.06%
Shares
30 transactions
Others Institutions Holding STIP
# of Institutions
622Shares Held
53.9MCall Options Held
33.5KPut Options Held
0-
Betterment LLC New York, NY3.87MShares$390 Million0.94% of portfolio
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Personal Capital Advisors Corp2.47MShares$249 Million1.16% of portfolio
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Modera Wealth Management, LLC1.81MShares$183 Million2.36% of portfolio
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Black Rock Inc. New York, NY1.81MShares$182 Million0.0% of portfolio
-
Tiedemann Advisors, LLC1.52MShares$153 Million6.39% of portfolio