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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-62- 1.25% |
$6.14K - $6.29K
|
4.88K
$491K
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-216- 17.45% |
$21.4K - $21.9K
|
1.02K
$103K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-223K- 95.73% |
$22.1M - $22.6M
|
9.96K
$1M
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
716+ 3.61% |
$70.9K - $72.7K
|
20.5K
$2.06M
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
319+ 7.15% |
$31.6K - $32.4K
|
4.78K
$480K
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
SELL
|
- |
-3.33K- 2.97% |
$329K - $338K
|
109K
$10.9M
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8+ 0.07% |
$792 - $812
|
11.7K
$1.17M
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
185+ 9.0% |
$18.3K - $18.8K
|
2.24K
$225K
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-6.77K- 44.3% |
$670K - $687K
|
8.51K
$855K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
68+ 2.17% |
$6.73K - $6.9K
|
3.2K
$322K
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-71- 4.59% |
$7.03K - $7.21K
|
1.48K
$148K
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.5K+ 9.83% |
$149K - $152K
|
16.8K
$1.69M
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
5.74K+ 3.81% |
$568K - $582K
|
156K
$15.7M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.83K- 85.72% |
$280K - $287K
|
471
$47.3K
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
786+ 1.74% |
$77.8K - $79.8K
|
45.8K
$4.61M
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
269+ 77.75% |
$26.6K - $27.3K
|
615
$61.8K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.34K- 4.0% |
$133K - $136K
|
32.2K
$3.23M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-673- 6.08% |
$66.6K - $68.3K
|
10.4K
$1.05M
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
3.21K+ 6.54% |
$317K - $325K
|
52.2K
$5.24M
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-315- 0.27% |
$31.2K - $32K
|
117K
$11.8M
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.64K+ 7.22% |
$163K - $167K
|
24.4K
$2.45M
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-101- 1.1% |
$10K - $10.3K
|
9.11K
$915K
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
18.3KNew |
$1.81M - $1.86M
|
18.3K
$1.84M
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-550- 3.9% |
$54.4K - $55.8K
|
13.6K
$1.36M
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
13.5K+ 6.42% |
$1.33M - $1.37M
|
223K
$22.4M
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
67+ 12.38% |
$6.63K - $6.8K
|
608
$61.1K
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-966- 3.75% |
$95.6K - $98.1K
|
24.8K
$2.49M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.69K- 45.38% |
$267K - $273K
|
3.24K
$326K
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19.4K+ 7.98% |
$1.92M - $1.97M
|
263K
$26.4M
|
|
Q2 2024 | |||||||
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-160- 0.64% |
$15.8K - $15.9K
|
24.7K
$2.48M
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.92KNew |
$387K - $390K
|
3.92K
$394K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-45- 18.83% |
$4.44K - $4.48K
|
194
$19.5K
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
7.71KNew |
$761K - $768K
|
7.71K
$775K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8.13K+ 14780.0% |
$802K - $809K
|
8.18K
$822K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14+ 0.2% |
$1.38K - $1.39K
|
7.12K
$715K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25+ 8.77% |
$2.47K - $2.49K
|
310
$31.1K
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
3.17K+ 21.46% |
$313K - $315K
|
17.9K
$1.8M
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
30.3KNew |
$2.99M - $3.02M
|
30.3K
$3.04M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.6KNew |
$5.19M - $5.24M
|
52.6K
$5.28M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-168- 6.48% |
$16.6K - $16.7K
|
2.42K
$243K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.56KNew |
$253K - $255K
|
2.56K
$257K
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-860- 18.63% |
$84.9K - $85.6K
|
3.76K
$377K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-934- 12.46% |
$92.2K - $93K
|
6.56K
$660K
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-901- 30.54% |
$88.9K - $89.7K
|
2.05K
$206K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
37.3K+ 2.11% |
$3.68M - $3.72M
|
1.81M
$181M
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
29New |
$2.86K - $2.89K
|
29
$2.91K
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-215- 6.55% |
$21.2K - $21.4K
|
3.07K
$308K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-200- 25.94% |
$19.7K - $19.9K
|
571
$57.4K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.01K+ 3.67% |
$99.9K - $101K
|
28.6K
$2.87M
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-20.7K- 4.65% |
$2.04M - $2.06M
|
424K
$42.6M
|