STIP ISHARES TR

Ownership history in Beckerman Institutional, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Beckerman Institutional, LLC reported a position in ISHARES TR (STIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.92% (2024 Q3)
Avg. % of fund
1.8%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 27,196 -196 -0.7% 1.56% $2.8M $102.39
2025 Q3 ADDED 27,392 +238 +0.9% 1.67% $2.8M $102.02
2025 Q2 ADDED 27,154 +1,670 +6.6% 1.86% $2.8M $100.45
2025 Q1 ADDED 25,484 +1,882 +8.0% 1.91% $2.6M $99.46
2024 Q4 ADDED 23,602 +1,075 +4.8% 1.90% $2.4M $96.57
2024 Q3 INITIATED 22,527 1.92% $2.3M $96.65
% of Fund (quarterly)    STIP price (monthly, adj. close)
← Back to Beckerman Institutional, LLC Holdings