Summit Financial, LLC Ishares Barclays 0 5 Year Tips Transaction History

Summit Financial, LLC

$2.54 Billion
Q3 2024

A detailed history of Summit Financial, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Summit Financial, LLC holds 5,175 shares of STIP stock, worth $519,466. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,175

Holding current value

$519,466

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$98.99 - $101.51 $512,273 - $525,314	5,175 New	5,175 $524,000

Others Institutions Holding STIP

# of Institutions

622

Shares Held

53.8M

Call Options Held

33.5K

Put Options Held

Betterment LLC New York, NY

3.87M
Shares

$388 Million
0.94% of portfolio
Personal Capital Advisors Corp

2.47M
Shares

$248 Million
1.16% of portfolio
Modera Wealth Management, LLC

1.81M
Shares

$182 Million
2.36% of portfolio
Black Rock Inc. New York, NY

1.81M
Shares

$181 Million
0.0% of portfolio
Tiedemann Advisors, LLC

1.52M
Shares

$153 Million
6.39% of portfolio

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About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
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Summit Financial, LLC Ishares Barclays 0 5 Year Tips Transaction History