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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
160K+ 334.46% |
$16.3M - $16.6M
|
208K
$21.4M
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-500- 3.7% |
$51K - $51.8K
|
13K
$1.34M
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-383- 2.37% |
$39.1K - $39.6K
|
15.8K
$1.63M
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
7.39K+ 22.68% |
$754K - $765K
|
40K
$4.12M
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
4.82K+ 41.32% |
$492K - $499K
|
16.5K
$1.7M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.32K+ 10.93% |
$135K - $137K
|
13.4K
$1.38M
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-524- 3.72% |
$53.5K - $54.2K
|
13.6K
$1.4M
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-788- 1.51% |
$80.4K - $81.6K
|
51.3K
$5.29M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20K+ 8.83% |
$2.04M - $2.07M
|
247K
$25.4M
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
11KNew |
$1.12M - $1.14M
|
11K
$1.13M
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
42.5KNew |
$4.34M - $4.4M
|
42.5K
$4.38M
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
22.9KNew |
$2.34M - $2.37M
|
22.9K
$2.36M
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
1.15K+ 0.49% |
$118K - $119K
|
236K
$24.3M
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.92K+ 2.55% |
$196K - $199K
|
77.3K
$7.96M
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.19K- 13.54% |
$121K - $123K
|
7.58K
$781K
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
19New |
$1.94K - $1.97K
|
19
$1.96K
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
2.77K+ 1.42% |
$282K - $286K
|
197K
$20.3M
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
71+ 2.15% |
$7.24K - $7.35K
|
3.37K
$347K
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
8.6K+ 18.93% |
$877K - $890K
|
54K
$5.56M
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.92K+ 11.85% |
$196K - $199K
|
18.1K
$1.87M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
16.5KNew |
$1.68M - $1.7M
|
16.5K
$1.7M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
706+ 2.9% |
$72K - $73.1K
|
25.1K
$2.58M
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-70- 2.18% |
$7.14K - $7.25K
|
3.14K
$324K
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
3.43K+ 2.58% |
$349K - $354K
|
136K
$14M
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
381+ 0.38% |
$38.9K - $39.4K
|
102K
$10.5M
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.34K+ 6.08% |
$137K - $139K
|
23.4K
$2.41M
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
46+ 1.61% |
$4.69K - $4.76K
|
2.91K
$300K
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.49K+ 19.72% |
$458K - $465K
|
27.2K
$2.81M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.86K+ 26.79% |
$802K - $813K
|
37.2K
$3.83M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.07K+ 24.2% |
$211K - $214K
|
10.6K
$1.09M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.25K+ 83.76% |
$433K - $439K
|
9.31K
$960K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 19.23% |
$2.55K - $2.59K
|
155
$16K
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
3.6K+ 120.0% |
$367K - $373K
|
6.6K
$680K
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
1.66K+ 1.59% |
$170K - $172K
|
106K
$10.9M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-461- 3.48% |
$47K - $47.7K
|
12.8K
$1.32M
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
15.6KNew |
$1.59M - $1.62M
|
15.6K
$1.61M
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
16.7K+ 86.36% |
$1.7M - $1.73M
|
36K
$3.71M
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-263- 10.34% |
$26.8K - $27.2K
|
2.28K
$235K
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-1.44K- 14.29% |
$147K - $149K
|
8.64K
$891K
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.95KNew |
$301K - $306K
|
2.95K
$304K
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-197- 2.95% |
$20.1K - $20.4K
|
6.47K
$667K
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7.44KNew |
$759K - $770K
|
7.44K
$767K
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
3.61KNew |
$368K - $373K
|
3.61K
$372K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
62New |
$6.33K - $6.42K
|
62
$6.39K
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.57KNew |
$365K - $370K
|
3.57K
$368K
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
903+ 722.4% |
$92.1K - $93.5K
|
1.03K
$106K
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.6K+ 18.54% |
$1.49M - $1.51M
|
93.5K
$9.64M
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
110+ 14.44% |
$11.2K - $11.4K
|
872
$89.9K
|
|
Jul 07, 2025
Q2 2025
|
New Capital Management LP
|
BUY
|
- |
16.1K+ 32.86% |
$1.64M - $1.67M
|
65.1K
$6.71M
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
270+ 26.84% |
$27.5K - $27.9K
|
1.28K
$131K
|