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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.7K- 8.27% |
$661K - $667K
|
74.3K
$7.49M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.06K- 50.08% |
$204K - $206K
|
2.06K
$207K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-651- 15.32% |
$64.2K - $64.8K
|
3.6K
$363K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
150+ 6.21% |
$14.8K - $14.9K
|
2.57K
$259K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$9.87K - $9.96K
|
100
$10.1K
|
|
| Q1 2024 | |||||||
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
10.6KNew |
$1.04M - $1.05M
|
10.6K
$1.07M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-27.4K- 92.69% |
$2.69M - $2.72M
|
2.16K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
14.1KNew |
$1.39M - $1.41M
|
14.1K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-270- 11.02% |
$26.6K - $26.9K
|
2.18K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
48New |
$4.72K - $4.77K
|
48
$4.84K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-49- 0.4% |
$4.82K - $4.87K
|
12.2K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.17K+ 44.81% |
$213K - $215K
|
7K
$705K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
46+ 18.33% |
$4.52K - $4.58K
|
297
$29.9K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-2.93K- 52.34% |
$288K - $291K
|
2.66K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-2.06K- 8.58% |
$202K - $205K
|
21.9K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Mercer Investments LLC
|
SELL
|
- |
-1.24K- 50.0% |
$122K - $124K
|
1.24K
$125K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.05K+ 37.39% |
$103K - $104K
|
3.85K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.74K+ 4.7% |
$466K - $471K
|
106K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
161K+ 340.08% |
$15.9M - $16.1M
|
209K
$21M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100+ 14.29% |
$9.84K - $9.95K
|
800
$80.6K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-734- 23.22% |
$72.2K - $73K
|
2.43K
$245K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5.5KNew |
$541K - $547K
|
5.5K
$554K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-20- 25.97% |
$1.97K - $1.99K
|
57
$5.74K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-30.3K- 44.09% |
$2.98M - $3.01M
|
38.4K
$3.87M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.53K- 23.5% |
$249K - $252K
|
8.25K
$831K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
793New |
$78K - $78.9K
|
793
$79.9K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-753- 10.62% |
$74.1K - $74.9K
|
6.34K
$639K
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
SELL
|
- |
-29.1K- 88.74% |
$2.86M - $2.89M
|
3.69K
$372K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
513New |
$50.5K - $51K
|
513
$51.7K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-25- 39.68% |
$2.46K - $2.49K
|
38
$3.83K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.62KNew |
$258K - $261K
|
2.62K
$264K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.7K- 42.37% |
$1.35M - $1.36M
|
18.6K
$1.88M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.45K- 13.62% |
$930K - $940K
|
59.9K
$6.04M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-13- 4.14% |
$1.28K - $1.29K
|
301
$30.3K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
6.45KNew |
$635K - $642K
|
6.45K
$650K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1- 0.02% |
$98.4 - $99.5
|
6.17K
$622K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
95New |
$9.34K - $9.45K
|
95
$9.57K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
353New |
$34.7K - $35.1K
|
353
$35.6K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.63K- 12.74% |
$160K - $162K
|
11.2K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-385Closed |
$37.9K - $38.3K
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-202- 90.99% |
$19.9K - $20.1K
|
20
$2.02K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
240New |
$23.6K - $23.9K
|
240
$24.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.67KNew |
$459K - $464K
|
4.67K
$470K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
20+ 0.55% |
$1.97K - $1.99K
|
3.68K
$371K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
270New |
$26.6K - $26.9K
|
270
$27.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
639New |
$62.9K - $63.6K
|
639
$64.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
8+ 400.0% |
$787 - $796
|
10
$1.01K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-74- 1.38% |
$7.28K - $7.36K
|
5.29K
$533K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-100- 3.98% |
$9.84K - $9.95K
|
2.41K
$243K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-22.7K- 55.48% |
$2.23M - $2.26M
|
18.2K
$1.83M
|
|