Vertex Planning Partners, LLC Ishares Barclays 0 5 Year Tips Transaction History

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 2024

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,723 shares of STIP stock, worth $270,530. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,723
Previous 2,623 3.81%
Holding current value
$270,530
Previous $259 Million 4.7%
% of portfolio
0.07%
Previous 0.08%

Shares

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

May 13, 2024
BUY
$98.36 - $99.47 $9,836 - $9,947
100 Added 3.81%
2,723 $271 Million
Q4 2023

Feb 14, 2024
SELL
$96.33 - $98.68 $55,967 - $57,333
-581 Reduced 18.13%
2,623 $259 Million
Q3 2023

Nov 14, 2023
BUY
$96.73 - $97.56 $309,922 - $312,582
3,204 New
3,204 $311 Million

Others Institutions Holding STIP

# of Institutions
617
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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