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 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-25.3K- 89.19% |
$2.49M - $2.52M
|
3.07K
$309K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-793- 26.95% |
$78K - $78.9K
|
2.15K
$217K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
463+ 4.08% |
$45.5K - $46.1K
|
11.8K
$1.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.33K- 65.59% |
$130K - $132K
|
695
$70K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
6New |
$590 - $597
|
6
$605
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-891- 24.2% |
$87.6K - $88.6K
|
2.79K
$281K
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-55.4K- 30.14% |
$5.45M - $5.51M
|
129K
$13M
|
|
| Q4 2023 | |||||||
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-38.4K- 93.68% |
$3.7M - $3.79M
|
2.59K
$261K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.79KNew |
$365K - $374K
|
3.79K
$381K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
11New |
$1.06K - $1.09K
|
11
$1.11K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-307- 1.51% |
$29.6K - $30.3K
|
20K
$2.02M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3New |
$289 - $296
|
3
$302
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-500- 9.11% |
$48.2K - $49.3K
|
4.99K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
132New |
$12.7K - $13K
|
132
$13.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
2.15KNew |
$207K - $212K
|
2.15K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-114- 5.25% |
$11K - $11.2K
|
2.06K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
76New |
$7.32K - $7.5K
|
76
$7.66K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11New |
$1.06K - $1.09K
|
11
$1.11K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
7.97K+ 4.45% |
$767K - $786K
|
187K
$18.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-250- 1.62% |
$24.1K - $24.7K
|
15.2K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-562- 18.33% |
$54.1K - $55.5K
|
2.5K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
2.94KNew |
$283K - $290K
|
2.94K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-163Closed |
$15.7K - $16.1K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
3.2KNew |
$308K - $316K
|
3.2K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
10KNew |
$963K - $987K
|
10K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.65K- 35.31% |
$255K - $261K
|
4.85K
$488K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
25.7KNew |
$2.48M - $2.54M
|
25.7K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
7.7KNew |
$742K - $760K
|
7.7K
$776K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-103- 23.9% |
$9.92K - $10.2K
|
328
$33.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
745New |
$71.8K - $73.5K
|
745
$75.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12KNew |
$1.16M - $1.18M
|
12K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-960- 1.43% |
$92.5K - $94.7K
|
66.4K
$6.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
300New |
$28.9K - $29.6K
|
300
$30.2K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-21- 95.45% |
$2.02K - $2.07K
|
1
$101
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
280New |
$27K - $27.6K
|
280
$28.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 50.0% |
$96.3 - $98.7
|
3
$302
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
2.65KNew |
$255K - $261K
|
2.65K
$267K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
12.3K+ 6.99% |
$1.19M - $1.22M
|
189K
$19M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-80- 1.84% |
$7.71K - $7.89K
|
4.27K
$430K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8+ 0.29% |
$771 - $789
|
2.8K
$282K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-533- 8.69% |
$51.3K - $52.6K
|
5.6K
$564K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-8- 0.35% |
$771 - $789
|
2.25K
$227K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-425- 55.19% |
$40.9K - $41.9K
|
345
$34.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.29K- 35.45% |
$125K - $128K
|
2.35K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
273New |
$26.3K - $26.9K
|
273
$27.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.08KNew |
$490K - $502K
|
5.08K
$512K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.72K- 21.33% |
$165K - $169K
|
6.33K
$638K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
283+ 9.69% |
$27.3K - $27.9K
|
3.2K
$323K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-389- 0.93% |
$37.5K - $38.4K
|
41.4K
$4.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
13New |
$1.25K - $1.28K
|
13
$1.31K
|
|