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 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
252New |
$24.6K - $25.1K
|
252
$25.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
139New |
$13.5K - $13.8K
|
139
$14K
|
|
| Q1 2023 | |||||||
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$96.9 - $99.2
|
1
$101
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
7.16KNew |
$694K - $710K
|
7.16K
$722K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
508New |
$49.2K - $50.4K
|
508
$51.2K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
377New |
$36.5K - $37.4K
|
377
$38K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-226K- 97.58% |
$21.9M - $22.5M
|
5.62K
$566K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.86K- 4.85% |
$374K - $383K
|
75.8K
$7.64M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
6.39K+ 47.09% |
$619K - $634K
|
20K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-970- 84.42% |
$94K - $96.3K
|
179
$18K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
223KNew |
$21.6M - $22.1M
|
223K
$22.5M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-83.5K- 44.99% |
$8.09M - $8.29M
|
102K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-113K- 99.07% |
$10.9M - $11.2M
|
1.05K
$106K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
145New |
$14K - $14.4K
|
145
$14.6K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.1KNew |
$107K - $109K
|
1.1K
$111K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
402New |
$38.9K - $39.9K
|
402
$40.5K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-18.9K- 90.72% |
$1.83M - $1.87M
|
1.93K
$195K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
318+ 8.71% |
$30.8K - $31.6K
|
3.97K
$400K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.06K- 30.79% |
$102K - $105K
|
2.38K
$239K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-60- 2.59% |
$5.81K - $5.95K
|
2.25K
$227K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.47KNew |
$336K - $344K
|
3.47K
$350K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-222- 8.6% |
$21.5K - $22K
|
2.36K
$238K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
147KNew |
$14.2M - $14.6M
|
147K
$14.8M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
25New |
$2.42K - $2.48K
|
25
$2.52K
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.79K- 77.44% |
$173K - $177K
|
520
$52.4K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
22New |
$2.13K - $2.18K
|
22
$2.22K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-74.7K- 5.86% |
$7.24M - $7.41M
|
1.2M
$121M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-11.2K- 66.12% |
$1.09M - $1.11M
|
5.76K
$580K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-867- 21.74% |
$84K - $86K
|
3.12K
$315K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
5New |
$484 - $496
|
5
$504
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
7.37K+ 5.0% |
$713K - $731K
|
155K
$15.6M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
670+ 1015.15% |
$64.9K - $66.5K
|
736
$74.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4.54K- 68.79% |
$439K - $450K
|
2.06K
$207K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
72New |
$6.97K - $7.14K
|
72
$7.26K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4K- 54.71% |
$387K - $396K
|
3.31K
$333K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
3.07K+ 16.19% |
$297K - $305K
|
22K
$2.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.63KNew |
$255K - $261K
|
2.63K
$265K
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-5.36K- 19.65% |
$519K - $532K
|
21.9K
$2.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.42K- 31.11% |
$137K - $140K
|
3.13K
$316K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-736- 21.45% |
$71.3K - $73K
|
2.7K
$272K
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
7.3KNew |
$707K - $724K
|
7.3K
$736K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
200New |
$19.4K - $19.8K
|
200
$20.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-27.8K- 33.62% |
$2.69M - $2.76M
|
54.9K
$5.53M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
50+ 2.78% |
$4.84K - $4.96K
|
1.85K
$186K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-376- 14.01% |
$36.4K - $37.3K
|
2.31K
$233K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-11- 42.31% |
$1.07K - $1.09K
|
15
$1.51K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-251- 10.72% |
$24.3K - $24.9K
|
2.09K
$211K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
129+ 2.58% |
$12.5K - $12.8K
|
5.12K
$516K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
52New |
$5.04K - $5.16K
|
52
$5.24K
|
|