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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 2.98% |
$487 - $498
|
173
$17.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3.61K- 47.42% |
$351K - $359K
|
4K
$402K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.72KNew |
$557K - $569K
|
5.72K
$575K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1.86KNew |
$181K - $185K
|
1.86K
$186K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.05K- 33.68% |
$102K - $104K
|
2.06K
$207K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-46.6K- 1.09% |
$4.54M - $4.64M
|
4.21M
$423M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-220- 8.2% |
$21.4K - $21.9K
|
2.46K
$247K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
65+ 2.29% |
$6.33K - $6.47K
|
2.91K
$292K
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
20+ 0.84% |
$1.95K - $1.99K
|
2.39K
$240K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-45- 8.79% |
$4.38K - $4.48K
|
467
$46.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
26.7KNew |
$2.61M - $2.66M
|
26.7K
$2.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Lane Generational LLC
|
SELL
|
- |
-1.26K- 15.82% |
$123K - $126K
|
6.71K
$675K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.08K- 30.39% |
$105K - $107K
|
2.47K
$248K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-478- 5.73% |
$46.6K - $47.6K
|
7.87K
$791K
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.19KNew |
$213K - $218K
|
2.19K
$220K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
263+ 10.1% |
$25.6K - $26.2K
|
2.87K
$288K
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-56.4K- 96.48% |
$5.5M - $5.61M
|
2.06K
$207K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-801- 26.98% |
$78K - $79.7K
|
2.17K
$218K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-365- 14.28% |
$35.6K - $36.3K
|
2.19K
$220K
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
7.93KNew |
$773K - $789K
|
7.93K
$797K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-204- 51.65% |
$19.9K - $20.3K
|
191
$19.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1New |
$97.4 - $99.5
|
1
$100
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4- 5.63% |
$390 - $398
|
67
$6.73K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
13New |
$1.27K - $1.29K
|
13
$1.31K
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-122K- 98.21% |
$11.9M - $12.2M
|
2.23K
$224K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-624- 93.83% |
$60.8K - $62.1K
|
41
$4.12K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
306+ 1.89% |
$29.8K - $30.4K
|
16.5K
$1.66M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-485- 40.02% |
$47.3K - $48.3K
|
727
$73K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-7.59K- 76.31% |
$739K - $755K
|
2.36K
$237K
|
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-170- 4.27% |
$16.6K - $16.9K
|
3.81K
$383K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-422- 10.49% |
$41.1K - $42K
|
3.6K
$362K
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
46.8K+ 87.29% |
$4.56M - $4.66M
|
100K
$10.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.24K+ 2.1% |
$413K - $422K
|
206K
$20.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19New |
$1.85K - $1.89K
|
19
$1.91K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.68K- 34.18% |
$748K - $764K
|
14.8K
$1.49M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
4.12K+ 0.85% |
$401K - $410K
|
490K
$49.2M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
4.12K+ 0.85% |
$401K - $410K
|
490K
$49.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-125- 1.58% |
$12.2K - $12.4K
|
7.81K
$785K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-876- 0.25% |
$85.3K - $87.2K
|
347K
$34.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-29.3K- 92.76% |
$2.85M - $2.91M
|
2.29K
$230K
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
2.07KNew |
$201K - $206K
|
2.07K
$208K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-30- 69.77% |
$2.92K - $2.99K
|
13
$1.31K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
374New |
$36.4K - $37.2K
|
374
$37.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
896+ 1.9% |
$87.3K - $89.2K
|
48.2K
$4.84M
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-134- 40.12% |
$13.1K - $13.3K
|
200
$20.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
41New |
$3.99K - $4.08K
|
41
$4.12K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
418+ 6.72% |
$40.7K - $41.6K
|
6.64K
$667K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
360New |
$35.1K - $35.8K
|
360
$36.2K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
4KNew |
$390K - $398K
|
4K
$402K
|