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 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2.26K+ 1.8% |
$218K - $222K
|
128K
$12.8M
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.58KNew |
$249K - $253K
|
2.58K
$259K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-7.9K- 1.88% |
$763K - $775K
|
412K
$41.4M
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.05KNew |
$102K - $103K
|
1.05K
$106K
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.21K+ 30.68% |
$213K - $216K
|
9.39K
$944K
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.03KNew |
$99.3K - $101K
|
1.03K
$103K
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.21K- 50.17% |
$214K - $217K
|
2.2K
$221K
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
7.62KNew |
$735K - $747K
|
7.62K
$765K
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
13.7K+ 10.46% |
$1.32M - $1.34M
|
144K
$14.5M
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.04K+ 103800.0% |
$100K - $102K
|
1.04K
$104K
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
52.4K+ 900.05% |
$5.06M - $5.14M
|
58.3K
$5.85M
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-4.46K- 63.34% |
$431K - $438K
|
2.58K
$260K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-163K- 96.38% |
$15.8M - $16M
|
6.15K
$618K
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.47KNew |
$238K - $242K
|
2.47K
$248K
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
3.07KNew |
$296K - $301K
|
3.07K
$308K
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-3.43K- 5.89% |
$331K - $337K
|
54.8K
$5.5M
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
BUY
|
- |
6.35KNew |
$613K - $623K
|
6.35K
$638K
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-1.26K- 31.88% |
$122K - $124K
|
2.7K
$271K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-3.78K- 17.31% |
$365K - $371K
|
18.1K
$1.81M
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-196- 2.96% |
$18.9K - $19.2K
|
6.43K
$646K
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-15.7K- 13.38% |
$1.52M - $1.54M
|
102K
$10.2M
|
|
Jan 24, 2023
Q4 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
65+ 0.26% |
$6.28K - $6.38K
|
24.8K
$2.5M
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
35+ 0.84% |
$3.38K - $3.43K
|
4.22K
$424K
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-625- 62.5% |
$60.4K - $61.3K
|
375
$37.7K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-707Closed |
$68.3K - $69.4K
|
0
$0
|
|
Jan 23, 2023
Q4 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
81KNew |
$7.82M - $7.95M
|
81K
$8.14M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-5.03K- 51.81% |
$485K - $493K
|
4.67K
$470K
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
460+ 0.89% |
$44.4K - $45.1K
|
52.2K
$5.24M
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
11.5K+ 42.65% |
$1.11M - $1.13M
|
38.5K
$3.87M
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.89KNew |
$279K - $284K
|
2.89K
$291K
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.7K- 41.0% |
$164K - $166K
|
2.44K
$245K
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
8.77K+ 76.09% |
$847K - $860K
|
20.3K
$2.04M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
517New |
$49.9K - $50.7K
|
517
$51.9K
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-759- 13.29% |
$73.3K - $74.5K
|
4.95K
$498K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
14.3K+ 338.66% |
$1.38M - $1.41M
|
18.6K
$1.87M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-3.36K- 21.31% |
$324K - $329K
|
12.4K
$1.24M
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-2.63K- 11.77% |
$254K - $258K
|
19.7K
$1.98M
|
|
Jan 03, 2023
Q4 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.14KNew |
$207K - $210K
|
2.14K
$215K
|
|
Q3 2022 | |||||||
May 15, 2023
Q3 2022
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
719KNew |
$69.1M - $73.9M
|
719K
$72.2M
|
|
Nov 18, 2022
Q3 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-13.7K- 29.44% |
$1.31M - $1.41M
|
32.7K
$3.29M
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
250New |
$24K - $25.7K
|
250
$25.1K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
17K+ 68.18% |
$1.63M - $1.75M
|
41.9K
$4.21M
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 3.57% |
$96.1 - $103
|
29
$2.91K
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
767New |
$73.7K - $78.9K
|
767
$77.1K
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
9.3KNew |
$893K - $956K
|
9.3K
$934K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
270New |
$25.9K - $27.8K
|
270
$27.1K
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
BUY
|
- |
8.22KNew |
$790K - $846K
|
8.22K
$826K
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
134KNew |
$12.9M - $13.8M
|
134K
$13.4M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.34KNew |
$225K - $241K
|
2.34K
$235K
|