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 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
29K+ 3.74% |
$2.95M - $3M
|
804K
$82.7M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
89.9K+ 9.63% |
$9.17M - $9.31M
|
1.02M
$105M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-4.29K- 8.95% |
$438K - $444K
|
43.7K
$4.49M
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$1.13M - $1.15M
|
11.1K
$1.14M
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-1.06K- 5.42% |
$108K - $110K
|
18.5K
$1.9M
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
515+ 53.7% |
$52.5K - $53.3K
|
1.47K
$152K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.99K- 29.24% |
$611K - $620K
|
14.5K
$1.49M
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1- 1.01% |
$102 - $104
|
98
$10.1K
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
23.2KNew |
$2.37M - $2.4M
|
23.2K
$2.38M
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.26KNew |
$230K - $234K
|
2.26K
$232K
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
100+ 0.21% |
$10.2K - $10.4K
|
47.3K
$4.87M
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
17.7KNew |
$1.81M - $1.84M
|
17.7K
$1.82M
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-14.6K- 6.34% |
$1.49M - $1.52M
|
216K
$22.3M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
38.3KNew |
$3.91M - $3.97M
|
38.3K
$3.94M
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.03K+ 23.81% |
$105K - $107K
|
5.38K
$553K
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-395- 4.38% |
$40.3K - $40.9K
|
8.62K
$886K
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
37.9KNew |
$3.87M - $3.93M
|
37.9K
$3.9M
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
SELL
|
- |
-185- 4.21% |
$18.9K - $19.1K
|
4.21K
$433K
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.72K+ 0.68% |
$175K - $178K
|
256K
$26.3M
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
46+ 1.51% |
$4.69K - $4.76K
|
3.09K
$318K
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
392+ 1.6% |
$40K - $40.6K
|
24.9K
$2.56M
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.61K- 18.76% |
$165K - $167K
|
6.98K
$718K
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9K- 16.82% |
$918K - $932K
|
44.5K
$4.58M
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4.36K+ 56.67% |
$445K - $451K
|
12.1K
$1.24M
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
345KNew |
$35.2M - $35.7M
|
345K
$35.5M
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
SELL
|
- |
-285- 8.36% |
$29.1K - $29.5K
|
3.12K
$321K
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
872+ 90.18% |
$89K - $90.3K
|
1.84K
$189K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
20.9K+ 747.15% |
$2.13M - $2.16M
|
23.6K
$2.43M
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
121+ 0.8% |
$12.3K - $12.5K
|
15.2K
$1.57M
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
93.5K+ 1592.12% |
$9.54M - $9.68M
|
99.4K
$10.2M
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-3.16K- 93.65% |
$322K - $327K
|
214
$22K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.05K- 35.72% |
$720K - $730K
|
12.7K
$1.31M
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
9.02KNew |
$920K - $933K
|
9.02K
$927K
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-16.8K- 8.82% |
$1.72M - $1.74M
|
174K
$17.9M
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.88KNew |
$498K - $505K
|
4.88K
$502K
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.46K+ 39.54% |
$149K - $151K
|
5.14K
$528K
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-87- 3.71% |
$8.88K - $9K
|
2.26K
$232K
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
79New |
$8.06K - $8.18K
|
79
$8.12K
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.4KNew |
$245K - $248K
|
2.4K
$247K
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
11.2K+ 538.32% |
$1.14M - $1.16M
|
13.3K
$1.37M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
50.7K+ 57.76% |
$5.17M - $5.24M
|
138K
$14.2M
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-350- 7.11% |
$35.7K - $36.2K
|
4.57K
$470K
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
17.9KNew |
$1.83M - $1.86M
|
17.9K
$1.85M
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.9KNew |
$1.21M - $1.23M
|
11.9K
$1.22M
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
4.29K+ 11.68% |
$437K - $443K
|
41K
$4.21M
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
120KNew |
$12.3M - $12.5M
|
120K
$12.4M
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-4.47K- 10.29% |
$456K - $462K
|
38.9K
$4M
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1New |
$102 - $104
|
1
$103
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-12.5K- 5.16% |
$1.28M - $1.29M
|
230K
$23.7M
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-10- 0.49% |
$1.02K - $1.04K
|
2.02K
$208K
|