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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 5.26% |
$96.3 - $98.7
|
18
$1.81K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
2.27KNew |
$218K - $224K
|
2.27K
$228K
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.94KNew |
$284K - $291K
|
2.94K
$297K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$96.3K - $98.7K
|
1K
$101K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2.27K- 45.3% |
$218K - $224K
|
2.74K
$276K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.15KNew |
$399K - $409K
|
4.15K
$418K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-87- 2.46% |
$8.38K - $8.59K
|
3.46K
$348K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
59New |
$5.68K - $5.82K
|
59
$5.95K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
300New |
$28.9K - $29.6K
|
300
$30.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
7New |
$674 - $691
|
7
$705
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
13.3K+ 18.69% |
$1.28M - $1.31M
|
84.4K
$8.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
36New |
$3.47K - $3.55K
|
36
$3.63K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2K- 69.35% |
$193K - $197K
|
884
$89.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
158New |
$15.2K - $15.6K
|
158
$15.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.05K- 96.33% |
$101K - $104K
|
40
$4.03K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-153- 56.46% |
$14.7K - $15.1K
|
118
$11.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-410- 5.62% |
$39.5K - $40.5K
|
6.89K
$694K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-367- 42.33% |
$35.4K - $36.2K
|
500
$50.4K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-5.35K- 25.4% |
$515K - $528K
|
15.7K
$1.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-22.3K- 50.51% |
$2.15M - $2.2M
|
21.9K
$2.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-395- 10.43% |
$38.1K - $39K
|
3.39K
$342K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-70.2KClosed |
$6.76M - $6.93M
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-2.32K- 2.25% |
$223K - $229K
|
101K
$10.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.76K+ 11.0% |
$555K - $568K
|
58.1K
$5.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
82+ 2.49% |
$7.9K - $8.09K
|
3.37K
$340K
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
957+ 5.71% |
$92.2K - $94.4K
|
17.7K
$1.78M
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
140New |
$13.5K - $13.8K
|
140
$14.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-119- 3.15% |
$11.5K - $11.7K
|
3.65K
$368K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12+ 0.49% |
$1.16K - $1.18K
|
2.45K
$247K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.87% |
$193 - $197
|
232
$23.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-46- 53.49% |
$4.43K - $4.54K
|
40
$4.03K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.26K+ 2.71% |
$410K - $420K
|
162K
$16.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-4.37K- 10.9% |
$420K - $431K
|
35.7K
$3.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3- 1.21% |
$289 - $296
|
245
$24.7K
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
6.58K+ 90.7% |
$634K - $650K
|
13.8K
$1.39M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-281- 1.87% |
$27.1K - $27.7K
|
14.8K
$1.49M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
309+ 22.6% |
$29.8K - $30.5K
|
1.68K
$169K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 250.0% |
$484 - $488
|
7
$705
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
9.62KNew |
$930K - $938K
|
9.62K
$969K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
235New |
$22.7K - $22.9K
|
235
$23.7K
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1+ 0.03% |
$96.7 - $97.6
|
3.01K
$303K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-2- 1.5% |
$193 - $195
|
131
$13.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
297New |
$28.7K - $29K
|
297
$29.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-252K- 96.61% |
$24.4M - $24.6M
|
8.84K
$891K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-61.5K- 94.76% |
$5.95M - $6M
|
3.4K
$343K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-831K- 35.33% |
$80.4M - $81.1M
|
1.52M
$153M
|
|
|
Nov 14, 2023
Q3 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
65.4KNew |
$6.33M - $6.38M
|
65.4K
$6.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
216+ 7.57% |
$20.9K - $21.1K
|
3.07K
$309K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
316New |
$30.6K - $30.8K
|
316
$31.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4+ 1.0% |
$387 - $390
|
404
$40.7K
|
|