Latest Institutional Transactions on Ishares Barclays 0 5 Year Tips (STIP)
This table provides information on the latest institutional transactions involving Ishares Barclays 0 5 Year Tips (STIP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.74K- 4.76% |
$271K - $278K
|
54.7K
$5.52M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
91+ 3.13% |
$9.01K - $9.24K
|
3K
$303K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
142+ 0.95% |
$14.1K - $14.4K
|
15.1K
$1.52M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.65KNew |
$560K - $574K
|
5.65K
$570K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
22.3K+ 3.23% |
$2.2M - $2.26M
|
710K
$71.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
215New |
$21.3K - $21.8K
|
215
$21.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
952+ 20.76% |
$94.2K - $96.6K
|
5.54K
$558K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-828- 2.19% |
$82K - $84.1K
|
36.9K
$3.72M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.8K+ 23.29% |
$2.25M - $2.31M
|
120K
$12.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-237- 1.82% |
$23.5K - $24.1K
|
12.8K
$1.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.12K+ 22.97% |
$111K - $114K
|
6K
$604K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11K+ 6.38% |
$1.09M - $1.12M
|
183K
$18.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
12.4K+ 64.67% |
$1.22M - $1.25M
|
31.4K
$3.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.98KNew |
$196K - $200K
|
1.98K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.05K- 42.76% |
$302K - $309K
|
4.08K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-18- 0.88% |
$1.78K - $1.83K
|
2.03K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.02K- 11.75% |
$101K - $104K
|
7.66K
$772K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
55+ 0.34% |
$5.44K - $5.58K
|
16.1K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.2KNew |
$1.21M - $1.24M
|
12.2K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
15.2K+ 11.47% |
$1.51M - $1.55M
|
148K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-70.9K- 23.21% |
$7.01M - $7.19M
|
234K
$23.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-811- 3.69% |
$80.3K - $82.3K
|
21.2K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.05K+ 79.33% |
$698K - $715K
|
15.9K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.7K+ 1.73% |
$366K - $375K
|
217K
$21.9M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-23.1K- 3.32% |
$2.29M - $2.35M
|
673K
$67.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-263- 4.58% |
$26K - $26.7K
|
5.48K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-20.7K- 13.45% |
$2.05M - $2.11M
|
134K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.58K+ 62.73% |
$156K - $160K
|
4.1K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-746- 2.15% |
$73.8K - $75.7K
|
34K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
99.5K+ 99.64% |
$9.85M - $10.1M
|
199K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.6K+ 14.0% |
$2.93M - $3M
|
241K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.6K+ 227.6% |
$2.63M - $2.7M
|
38.3K
$3.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.09KNew |
$306K - $314K
|
3.09K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
496K+ 14.7% |
$49.1M - $50.3M
|
3.87M
$390M
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-5.64K- 25.61% |
$558K - $573K
|
16.4K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5.97K- 49.18% |
$591K - $606K
|
6.17K
$622K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-384- 1.76% |
$38K - $39K
|
21.4K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-66- 2.0% |
$6.53K - $6.7K
|
3.23K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.85K+ 63.84% |
$183K - $188K
|
4.75K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14.8K- 29.23% |
$1.47M - $1.5M
|
35.9K
$3.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2+ 7.14% |
$198 - $203
|
30
$3.02K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-90.3K- 12.19% |
$8.94M - $9.17M
|
651K
$65.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.11KClosed |
$506K - $519K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.96K- 3.61% |
$491K - $503K
|
132K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-17.2K- 5.31% |
$1.7M - $1.75M
|
306K
$30.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.33K+ 9.42% |
$131K - $135K
|
15.4K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.28K- 11.72% |
$126K - $130K
|
9.62K
$969K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-358K- 22.6% |
$35.4M - $36.3M
|
1.23M
$124M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.7K- 7.19% |
$8.78M - $9.01M
|
1.15M
$115M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-765- 1.0% |
$75.7K - $77.7K
|
75.4K
$7.59M
|