A detailed history of Surevest, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Surevest, LLC holds 420 shares of STIP stock, worth $42,340. This represents 0.01% of its overall portfolio holdings.

Number of Shares
420
Previous 420 -0.0%
Holding current value
$42,340
Previous $43,000 6.98%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 11, 2022

BUY
$105.21 - $107.0 $44,188 - $44,940
420 New
420 $44,000
Q2 2020

Jul 15, 2020

SELL
$99.85 - $102.42 $514,427 - $527,667
-5,152 Closed
0 $0
Q1 2020

Apr 16, 2020

SELL
$96.7 - $102.1 $5 Million - $5.28 Million
-51,694 Reduced 90.94%
5,152 $515,000
Q4 2019

Jan 14, 2020

SELL
$99.88 - $100.71 $770,474 - $776,876
-7,714 Reduced 11.95%
56,846 $5.73 Million
Q3 2019

Oct 15, 2019

SELL
$99.87 - $100.5 $109,457 - $110,148
-1,096 Reduced 1.67%
64,560 $6.47 Million
Q2 2019

Jul 10, 2019

BUY
$99.61 - $100.65 $171,827 - $173,621
1,725 Added 2.7%
65,656 $6.6 Million
Q1 2019

Apr 09, 2019

BUY
$98.04 - $99.75 $93,726 - $95,361
956 Added 1.52%
63,931 $6.37 Million
Q4 2018

Feb 20, 2019

BUY
$97.69 - $98.71 $6.15 Million - $6.22 Million
62,975 New
62,975 $6.17 Million

Others Institutions Holding STIP

About ISHARES BARCLAYS 0-5 YEAR TIPS


  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
Track This Portfolio

Track Surevest, LLC Portfolio

Follow Surevest, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.