Stone Point Wealth LLC Ishares Barclays 0 5 Year Tips Transaction History

Stone Point Wealth LLC

  • $283 Million
  • Q1 2024

A detailed history of Stone Point Wealth LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Stone Point Wealth LLC holds 20,901 shares of STIP stock, worth $2.08 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
20,901
Previous 17,461 19.7%
Holding current value
$2.08 Million
Previous $1.72 Million 20.74%
% of portfolio
0.73%
Previous 0.67%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$98.36 - $99.47 $338,358 - $342,176
3,440 Added 19.7%
20,901 $2.08 Million
Q4 2023

Jan 26, 2024
SELL
$96.33 - $98.68 $119,930 - $122,856
-1,245 Reduced 6.66%
17,461 $1.72 Million
Q3 2023

Oct 25, 2023
SELL
$96.73 - $97.56 $56,877 - $57,365
-588 Reduced 3.05%
18,706 $1.81 Million
Q2 2023

Jul 25, 2023
SELL
$97.43 - $99.5 $26,208 - $26,765
-269 Reduced 1.38%
19,294 $1.88 Million
Q1 2023

Apr 20, 2023
BUY
$96.86 - $99.23 $33,513 - $34,333
346 Added 1.8%
19,563 $1.94 Million
Q4 2022

Jan 20, 2023
SELL
$96.72 - $98.11 $854,424 - $866,703
-8,834 Reduced 31.49%
19,217 $0
Q3 2022

Nov 03, 2022
SELL
$96.99 - $102.85 $357,893 - $379,516
-3,690 Reduced 11.63%
28,051 $2.7 Million
Q2 2022

Jul 19, 2022
SELL
$101.26 - $104.65 $84,957 - $87,801
-839 Reduced 2.58%
31,741 $3.22 Million
Q1 2022

Apr 29, 2022
BUY
$103.82 - $106.76 $1.33 Million - $1.36 Million
12,771 Added 64.47%
32,580 $3.39 Million
Q4 2021

Feb 10, 2022
BUY
$105.21 - $107.0 $2.08 Million - $2.12 Million
19,809 New
19,809 $2.1 Million

Others Institutions Holding STIP

# of Institutions
620
Shares Held
64.5M
Call Options Held
135K
Put Options Held
8.4K
View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

STIP Quotes by TradingView
  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
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