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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.78K- 19.08% |
$381K - $391K
|
16K
$1.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-819- 3.52% |
$82.4K - $84.7K
|
22.5K
$2.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-180- 2.84% |
$18.1K - $18.6K
|
6.15K
$636K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
470+ 2.64% |
$47.3K - $48.6K
|
18.3K
$1.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-248- 5.97% |
$24.9K - $25.6K
|
3.91K
$404K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.77K+ 9.78% |
$580K - $597K
|
64.7K
$6.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-663- 4.2% |
$66.7K - $68.5K
|
15.1K
$1.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.22K- 12.54% |
$123K - $126K
|
8.5K
$879K
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
17K+ 59.7% |
$1.71M - $1.75M
|
45.4K
$4.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-379- 6.76% |
$38.1K - $39.2K
|
5.23K
$540K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.27K+ 4.32% |
$329K - $338K
|
78.9K
$8.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
16.9K+ 104.76% |
$1.7M - $1.75M
|
33K
$3.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
9.03K+ 343.98% |
$909K - $934K
|
11.7K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4.77K+ 7.94% |
$479K - $493K
|
64.8K
$6.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
3KNew |
$302K - $310K
|
3K
$310K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.4K+ 6.8% |
$141K - $145K
|
22K
$2.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-10.6K- 31.28% |
$1.07M - $1.1M
|
23.4K
$2.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.2K+ 4.87% |
$121K - $124K
|
25.9K
$2.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.49K+ 10.08% |
$149K - $154K
|
16.2K
$1.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-561- 2.25% |
$56.4K - $58K
|
24.3K
$2.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-246- 1.5% |
$24.7K - $25.4K
|
16.2K
$1.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.6K+ 65.31% |
$1.17M - $1.2M
|
29.3K
$3.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-435- 0.22% |
$43.8K - $45K
|
194K
$20.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
130New |
$13.1K - $13.4K
|
130
$13.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
17.9K+ 4.69% |
$1.8M - $1.85M
|
399K
$41.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.45K- 19.21% |
$448K - $460K
|
18.7K
$1.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
3.08K+ 1.96% |
$310K - $318K
|
160K
$16.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16.1K+ 139.57% |
$1.62M - $1.66M
|
27.6K
$2.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.7K+ 5.9% |
$272K - $279K
|
48.5K
$5.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
59.3KNew |
$5.97M - $6.13M
|
59.3K
$6.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
79New |
$7.95K - $8.17K
|
79
$8.17K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
125New |
$12.6K - $12.9K
|
125
$12.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
420+ 10.61% |
$42.2K - $43.4K
|
4.38K
$453K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
10K+ 152.39% |
$1.01M - $1.03M
|
16.6K
$1.71M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
5+ 0.1% |
$503 - $517
|
4.93K
$510K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-277- 9.18% |
$27.9K - $28.6K
|
2.74K
$283K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
200New |
$20.1K - $20.7K
|
200
$20.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.01K- 89.81% |
$102K - $105K
|
115
$11.9K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5New |
$503 - $517
|
5
$517
|
|
| Q4 2024 | |||||||
|
Apr 11, 2025
Q4 2024
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
53KNew |
$5.31M - $5.37M
|
53K
$5.48M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
4.97KNew |
$498K - $503K
|
4.97K
$513K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.07K+ 3.56% |
$207K - $210K
|
60.1K
$6.22M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21.3K- 9.05% |
$2.13M - $2.16M
|
214K
$22.1M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
3.17KNew |
$317K - $321K
|
3.17K
$327K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-21.2K- 75.51% |
$2.13M - $2.15M
|
6.88K
$711K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
30.6KNew |
$3.06M - $3.1M
|
30.6K
$3.16M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-99.1K- 67.01% |
$9.93M - $10M
|
48.8K
$5.04M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
12.9KNew |
$1.3M - $1.31M
|
12.9K
$1.34M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
19.6KNew |
$1.96M - $1.98M
|
19.6K
$2.02M
|
|