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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
94New |
$9.31K - $9.54K
|
94
$9.69K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.56K+ 3.56% |
$451K - $462K
|
133K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-602- 56.31% |
$59.6K - $61.1K
|
467
$48.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.7KNew |
$1.06M - $1.08M
|
10.7K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
40+ 0.09% |
$3.96K - $4.06K
|
42.3K
$4.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
13New |
$1.29K - $1.32K
|
13
$1.34K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1New |
$99 - $102
|
1
$103
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.75KNew |
$173K - $177K
|
1.75K
$180K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
146New |
$14.5K - $14.8K
|
146
$15K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-9.21K- 99.06% |
$911K - $935K
|
87
$8.96K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-2.03K- 20.24% |
$201K - $206K
|
8.01K
$825K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5New |
$495 - $508
|
5
$515
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.93KClosed |
$290K - $297K
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
57+ 57.0% |
$5.64K - $5.79K
|
157
$16.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
81+ 3.35% |
$8.02K - $8.22K
|
2.5K
$258K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-443- 1.47% |
$43.9K - $45K
|
29.7K
$3.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-79.5K- 94.19% |
$7.87M - $8.07M
|
4.9K
$505K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-368- 11.86% |
$36.4K - $37.4K
|
2.73K
$282K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.52KNew |
$249K - $256K
|
2.52K
$260K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-290- 69.05% |
$28.7K - $29.4K
|
130
$13.4K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.4K+ 10049.56% |
$1.12M - $1.15M
|
11.5K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.45K- 91.17% |
$143K - $147K
|
140
$14.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
92New |
$9.11K - $9.34K
|
92
$9.48K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.7K+ 8.37% |
$1.06M - $1.09M
|
138K
$14.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.58K- 3.69% |
$948K - $972K
|
250K
$25.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
68New |
$6.73K - $6.9K
|
68
$7.01K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
11KNew |
$1.09M - $1.12M
|
11K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.51K+ 2.86% |
$248K - $254K
|
90K
$9.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.24KNew |
$321K - $329K
|
3.24K
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-29- 4.0% |
$2.87K - $2.94K
|
696
$71.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2KNew |
$198K - $203K
|
2K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2- 50.0% |
$198 - $203
|
2
$206
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-660- 19.45% |
$65.3K - $67K
|
2.73K
$282K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
25New |
$2.47K - $2.54K
|
25
$2.58K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
185+ 9.0% |
$18.3K - $18.8K
|
2.24K
$231K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
68+ 2.17% |
$6.73K - $6.9K
|
3.2K
$330K
|
|
| Q2 2024 | |||||||
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.92KNew |
$387K - $390K
|
3.92K
$404K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-168- 6.48% |
$16.6K - $16.7K
|
2.42K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-901- 30.54% |
$88.9K - $89.7K
|
2.05K
$211K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
37.3K+ 2.11% |
$3.68M - $3.72M
|
1.81M
$186M
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-215- 6.55% |
$21.2K - $21.4K
|
3.07K
$316K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.01K+ 3.67% |
$99.9K - $101K
|
28.6K
$2.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-22- 0.32% |
$2.17K - $2.19K
|
6.84K
$705K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 1.71% |
$197 - $199
|
119
$12.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
185New |
$18.3K - $18.4K
|
185
$19.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
87.5KNew |
$8.63M - $8.71M
|
87.5K
$9.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
23New |
$2.27K - $2.29K
|
23
$2.37K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-66Closed |
$6.51K - $6.57K
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-513- 99.81% |
$50.6K - $51.1K
|
1
$103
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4.19KNew |
$414K - $417K
|
4.19K
$432K
|
|