Western Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History
Western Wealth Management, LLC
- $1.62 Billion
- Q2 2025
A detailed history of Western Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Western Wealth Management, LLC holds 3,849 shares of STIP stock, worth $397,447. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,849
Previous 3,348
14.96%
Holding current value
$397,447
Previous $346,000
14.45%
% of portfolio
0.02%
Previous 0.02%
Shares
24 transactions
Others Institutions Holding STIP
# of Institutions
829Shares Held
75.3MCall Options Held
4.5KPut Options Held
0-
Betterment LLC New York, NY4.01MShares$414 Million0.88% of portfolio
-
Envestnet Asset Management Inc3.25MShares$335 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.88MShares$298 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio