Sterling Investment Advisors LLC Ishares Barclays 0 5 Year Tips Transaction History
Sterling Investment Advisors LLC
- $218 Million
- Q2 2025
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 77,250 shares of STIP stock, worth $7.98 Million. This represents 3.65% of its overall portfolio holdings.
Number of Shares
77,250
Previous 75,328
2.55%
Holding current value
$7.98 Million
Previous $7.79 Million
1.99%
% of portfolio
3.65%
Previous 4.39%
Shares
33 transactions
Others Institutions Holding STIP
# of Institutions
828Shares Held
75.2MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$414 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.25MShares$335 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$298 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio