Strategic Wealth Partners, Ltd. Ishares Barclays 0 5 Year Tips Transaction History

Strategic Wealth Partners, Ltd.

  • $892 Million
  • Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 4,946 shares of STIP stock, worth $492,077. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,946
Previous 5,444 9.15%
Holding current value
$492,077
Previous $536,000 8.4%
% of portfolio
0.06%
Previous 0.07%

Shares

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

May 20, 2024
SELL
$98.36 - $99.47 $48,983 - $49,536
-498 Reduced 9.15%
4,946 $491,000
Q4 2023

May 20, 2024
BUY
$96.33 - $98.68 $59,242 - $60,688
615 Added 12.74%
5,444 $536,000
Q3 2023

May 20, 2024
SELL
$96.73 - $97.56 $37,434 - $37,755
-387 Reduced 7.42%
4,829 $468,000
Q2 2023

May 20, 2024
SELL
$97.43 - $99.5 $69,662 - $71,142
-715 Reduced 12.06%
5,216 $509,000
Q1 2023

Apr 24, 2023
SELL
$96.86 - $99.23 $147,227 - $150,829
-1,520 Reduced 20.4%
5,931 $588,000
Q4 2022

Apr 24, 2023
SELL
$96.72 - $98.11 $236,770 - $240,173
-2,448 Reduced 24.73%
7,451 $722,000
Q3 2022

Apr 24, 2023
BUY
$96.99 - $102.85 $100,966 - $107,066
1,041 Added 11.75%
9,899 $960,000
Q2 2022

Aug 22, 2022
BUY
$101.26 - $104.65 $420,937 - $435,030
4,157 Added 88.43%
8,858 $898,000
Q1 2022

May 19, 2022
BUY
$103.82 - $106.76 $74,646 - $76,760
719 Added 18.06%
4,701 $493,000
Q3 2021

Nov 12, 2021
BUY
$105.49 - $107.1 $84,813 - $86,108
804 Added 25.3%
3,982 $421,000
Q2 2021

Aug 25, 2021
SELL
$105.46 - $106.88 $56,632 - $57,394
-537 Reduced 14.45%
3,178 $338,000
Q1 2021

May 24, 2021
SELL
$104.53 - $105.92 $5,331 - $5,401
-51 Reduced 1.35%
3,715 $393,000
Q4 2020

Feb 18, 2021
SELL
$103.06 - $104.43 $52,045 - $52,737
-505 Reduced 11.82%
3,766 $393,000
Q3 2020

Nov 10, 2020
SELL
$102.35 - $104.25 $258,331 - $263,127
-2,524 Reduced 37.14%
4,271 $444,000
Q2 2020

Aug 11, 2020
SELL
$99.85 - $102.42 $3.59 Million - $3.69 Million
-35,986 Reduced 84.12%
6,795 $696,000
Q4 2019

Jan 30, 2020
SELL
$99.88 - $100.71 $1.4 Million - $1.42 Million
-14,057 Reduced 24.73%
42,781 $4.31 Million
Q3 2019

Oct 28, 2019
BUY
$99.87 - $100.5 $616,297 - $620,185
6,171 Added 12.18%
56,838 $529 Million
Q2 2019

Aug 06, 2019
BUY
$99.61 - $100.65 $212,567 - $214,787
2,134 Added 4.4%
50,667 $5.1 Million
Q1 2019

May 14, 2019
BUY
$98.04 - $99.75 $1.36 Million - $1.39 Million
13,885 Added 40.07%
48,533 $4.83 Million
Q4 2018

Jan 24, 2019
BUY
$97.69 - $98.71 $258,292 - $260,989
2,644 Added 8.26%
34,648 $3.4 Million
Q3 2018

Dec 06, 2018
BUY
$98.6 - $99.48 $515,283 - $519,882
5,226 Added 19.52%
32,004 $3.16 Million
Q2 2018

Sep 04, 2018
BUY
$99.2 - $99.99 $863,734 - $870,612
8,707 Added 48.18%
26,778 $2.67 Million
Q1 2018

Jul 13, 2018
BUY
$99.45 - $100.14 $1.8 Million - $1.81 Million
18,071 New
18,071 $1.81 Million

Others Institutions Holding STIP

# of Institutions
616
Shares Held
64.9M
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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