A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 235,386 shares of STIP stock, worth $23.7 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
235,386
Previous 267,191 11.9%
Holding current value
$23.7 Million
Previous $26.6 Million 10.28%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Oct 23, 2024

SELL
$98.99 - $101.51 $3.15 Million - $3.23 Million
-31,805 Reduced 11.9%
235,386 $23.8 Million
Q2 2024

Jul 16, 2024

SELL
$98.69 - $99.57 $4.93 Million - $4.97 Million
-49,939 Reduced 15.75%
267,191 $26.6 Million
Q1 2024

Apr 15, 2024

BUY
$98.36 - $99.47 $19.9 Million - $20.1 Million
201,979 Added 175.4%
317,130 $31.5 Million
Q4 2023

Jan 30, 2024

BUY
$96.33 - $98.68 $575,860 - $589,909
5,978 Added 5.48%
115,151 $11.4 Million
Q3 2023

Nov 13, 2023

BUY
$96.73 - $97.56 $10 Million - $10.1 Million
103,509 Added 1827.49%
109,173 $10.6 Million
Q2 2023

Jul 21, 2023

SELL
$97.43 - $99.5 $357,275 - $364,866
-3,667 Reduced 39.3%
5,664 $552,000
Q1 2023

Apr 25, 2023

BUY
$96.86 - $99.23 $903,800 - $925,915
9,331 New
9,331 $925,000

Others Institutions Holding STIP

About ISHARES BARCLAYS 0-5 YEAR TIPS


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

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.