A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 6,566 shares of STIP stock, worth $662,181. This represents 0.38% of its overall portfolio holdings.

Number of Shares
6,566
Previous 6,840 4.01%
Holding current value
$662,181
Previous $680 Million 3.95%
% of portfolio
0.38%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$98.69 - $99.57 $27,041 - $27,282
-274 Reduced 4.01%
6,566 $653 Million
Q1 2024

Apr 22, 2024

BUY
$98.36 - $99.47 $35,803 - $36,207
364 Added 5.62%
6,840 $680 Million
Q4 2023

Jan 18, 2024

BUY
$96.33 - $98.68 $86,504 - $88,614
898 Added 16.1%
6,476 $638 Million
Q2 2023

Sep 06, 2023

SELL
$97.43 - $99.5 $209,864 - $214,323
-2,154 Reduced 27.86%
5,578 $544 Million
Q1 2023

Sep 06, 2023

BUY
$96.86 - $99.23 $748,921 - $767,246
7,732 New
7,732 $767 Million

Others Institutions Holding STIP

About ISHARES BARCLAYS 0-5 YEAR TIPS


  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
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