A detailed history of United Asset Strategies, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, United Asset Strategies, Inc. holds 7,895 shares of STIP stock, worth $793,289. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,895
Previous 7,936 0.52%
Holding current value
$793,289
Previous $789,000 1.27%
% of portfolio
0.07%
Previous 0.08%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$98.99 - $101.51 $4,058 - $4,161
-41 Reduced 0.52%
7,895 $799,000
Q2 2024

Aug 01, 2024

SELL
$98.69 - $99.57 $2,763 - $2,787
-28 Reduced 0.35%
7,936 $789,000
Q1 2024

Apr 23, 2024

BUY
$98.36 - $99.47 $27,540 - $27,851
280 Added 3.64%
7,964 $791,000
Q4 2023

Jan 30, 2024

BUY
$96.33 - $98.68 $74,944 - $76,773
778 Added 11.27%
7,684 $757,000
Q3 2023

Nov 07, 2023

BUY
$96.73 - $97.56 $23,021 - $23,219
238 Added 3.57%
6,906 $669,000
Q2 2023

Jul 25, 2023

BUY
$97.43 - $99.5 $522,517 - $533,618
5,363 Added 410.96%
6,668 $650,000
Q1 2023

Jul 25, 2023

SELL
$96.86 - $99.23 $520,041 - $532,765
-5,369 Reduced 80.45%
1,305 $129,000
Q1 2023

Apr 25, 2023

SELL
$96.86 - $99.23 $7,264 - $7,442
-75 Reduced 1.11%
6,674 $662,000
Q4 2022

Jan 26, 2023

SELL
$96.57 - $98.11 $263,829 - $268,036
-2,732 Reduced 28.82%
6,749 $0
Q3 2022

Oct 24, 2022

SELL
$96.11 - $102.85 $65,739 - $70,349
-684 Reduced 6.73%
9,481 $911,000
Q2 2022

Aug 15, 2022

SELL
$101.26 - $104.65 $109,968 - $113,649
-1,086 Reduced 9.65%
10,165 $1.03 Million
Q1 2022

Apr 29, 2022

SELL
$103.82 - $106.76 $24,293 - $24,981
-234 Reduced 2.04%
11,251 $1.18 Million
Q4 2021

Jan 31, 2022

SELL
$105.21 - $107.0 $575,393 - $585,183
-5,469 Reduced 32.26%
11,485 $1.22 Million
Q3 2021

Oct 21, 2021

BUY
$105.49 - $107.1 $41,246 - $41,876
391 Added 2.36%
16,954 $1.79 Million
Q2 2021

Jul 19, 2021

BUY
$105.46 - $106.88 $838,723 - $850,016
7,953 Added 92.37%
16,563 $1.76 Million
Q1 2021

Apr 27, 2021

SELL
$104.53 - $105.92 $52,160 - $52,854
-499 Reduced 5.48%
8,610 $910,000
Q4 2020

Feb 05, 2021

BUY
$103.06 - $104.43 $421,206 - $426,805
4,087 Added 81.38%
9,109 $951,000
Q3 2020

Nov 03, 2020

BUY
$102.35 - $104.25 $514,001 - $523,543
5,022 New
5,022 $523,000

Others Institutions Holding STIP

About ISHARES BARCLAYS 0-5 YEAR TIPS


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

Track United Asset Strategies, Inc. Portfolio

Follow United Asset Strategies, Inc. 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 United Asset Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on United Asset Strategies, Inc. with notifications on news.