Tower Wealth Partners, Inc. Ishares Barclays 0 5 Year Tips Transaction History

Tower Wealth Partners, Inc.

$171 Million
Q3 2024

A detailed history of Tower Wealth Partners, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Tower Wealth Partners, Inc. holds 29,659 shares of STIP stock, worth $3.01 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

29,659

Previous 30,102 1.47%

Holding current value

$3.01 Million

Previous $2.99 Million 0.37%

% of portfolio

1.75%

Previous 1.85%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$98.99 - $101.51 $43,852 - $44,968	-443 Reduced 1.47%	29,659 $3.01 Million
Q2 2024 Aug 09, 2024	SELL	$98.69 - $99.57 $673,263 - $679,266	-6,822 Reduced 18.48%	30,102 $2.99 Million
Q1 2024 Apr 18, 2024	BUY	$98.36 - $99.47 $88,819 - $89,821	903 Added 2.51%	36,924 $3.67 Million
Q4 2023 Jan 22, 2024	BUY	$96.33 - $98.68 $381,755 - $391,068	3,963 Added 12.36%	36,021 $3.55 Million
Q3 2023 Oct 25, 2023	BUY	$96.73 - $97.56 $64,035 - $64,584	662 Added 2.11%	32,058 $3.11 Million
Q2 2023 Jul 31, 2023	SELL	$97.43 - $99.5 $19,388 - $19,800	-199 Reduced 0.63%	31,396 $3.06 Million
Q1 2023 May 04, 2023	BUY	$96.86 - $99.23 $2,421 - $2,480	25 Added 0.08%	31,595 $3.14 Million
Q4 2022 Jan 31, 2023	BUY	$96.57 - $98.11 $28,970 - $29,433	300 Added 0.96%	31,570 $3.06 Million
Q3 2022 Nov 14, 2022	BUY	$96.11 - $102.85 $3.01 Million - $3.22 Million	31,270 New	31,270 $3.04 Million

Others Institutions Holding STIP

# of Institutions

619

Shares Held

54M

Call Options Held

33.5K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
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Tower Wealth Partners, Inc. Ishares Barclays 0 5 Year Tips Transaction History