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, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-9.54K- 71.42% |
$917K - $981K
|
3.82K
$384K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.99K- 31.32% |
$191K - $205K
|
4.36K
$438K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-16.2K- 10.52% |
$1.55M - $1.66M
|
138K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.15K+ 10.67% |
$687K - $735K
|
74.2K
$7.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.29K- 50.78% |
$220K - $235K
|
2.22K
$223K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
258+ 10.17% |
$24.8K - $26.5K
|
2.79K
$281K
|
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
126KNew |
$12.1M - $13M
|
126K
$12.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
181+ 0.11% |
$17.4K - $18.6K
|
166K
$16.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
927+ 2.92% |
$89.1K - $95.3K
|
32.7K
$3.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
3.35KNew |
$322K - $345K
|
3.35K
$337K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
265New |
$25.5K - $27.3K
|
265
$26.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-874- 9.15% |
$84K - $89.9K
|
8.68K
$872K
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-13.2K- 17.33% |
$1.27M - $1.36M
|
63.2K
$6.35M
|
|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.77KNew |
$266K - $285K
|
2.77K
$278K
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-963- 31.19% |
$92.6K - $99K
|
2.13K
$214K
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
20New |
$1.92K - $2.06K
|
20
$2.01K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.49K- 98.81% |
$240K - $257K
|
30
$3.01K
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
35.6KNew |
$3.42M - $3.66M
|
35.6K
$3.58M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.05K+ 4.61% |
$101K - $108K
|
23.7K
$2.39M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
668New |
$64.2K - $68.7K
|
668
$67.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
7.5K+ 11.67% |
$720K - $771K
|
71.7K
$7.21M
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-108- 2.11% |
$10.4K - $11.1K
|
5.02K
$505K
|
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
67.1K+ 73.34% |
$6.45M - $6.91M
|
159K
$15.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-13.5K- 49.93% |
$1.3M - $1.39M
|
13.5K
$1.36M
|
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
405New |
$38.9K - $41.7K
|
405
$40.7K
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-3.97K- 6.15% |
$381K - $408K
|
60.5K
$6.08M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
208+ 6.52% |
$20K - $21.4K
|
3.4K
$341K
|
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
SELL
|
- |
-1.15K- 34.59% |
$111K - $118K
|
2.18K
$219K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 0.15% |
$384 - $411
|
2.7K
$271K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
51.6K+ 79.0% |
$4.96M - $5.31M
|
117K
$11.8M
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-6K- 4.36% |
$577K - $617K
|
131K
$13.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
750New |
$72.1K - $77.1K
|
750
$75.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-122- 2.97% |
$11.7K - $12.5K
|
3.98K
$400K
|
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-208- 6.9% |
$20K - $21.4K
|
2.81K
$282K
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-637- 9.4% |
$61.2K - $65.5K
|
6.14K
$617K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-925- 6.82% |
$88.9K - $95.1K
|
12.6K
$1.27M
|
|
|
Oct 24, 2022
Q3 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
12.3K+ 11.53% |
$1.18M - $1.27M
|
119K
$12M
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.18KNew |
$210K - $225K
|
2.18K
$219K
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
25.3KNew |
$2.43M - $2.6M
|
25.3K
$2.54M
|
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-6.01K- 4.51% |
$578K - $618K
|
127K
$12.8M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.7KNew |
$1.12M - $1.2M
|
11.7K
$1.17M
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-21.3KClosed |
$2.04M - $2.19M
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-86.3KClosed |
$8.29M - $8.87M
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-18.4K- 84.92% |
$1.77M - $1.89M
|
3.26K
$328K
|
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
157+ 2.59% |
$15.1K - $16.1K
|
6.22K
$625K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.2K+ 69.37% |
$212K - $226K
|
5.37K
$540K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-283- 81.79% |
$27.2K - $29.1K
|
63
$6.33K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.25KNew |
$313K - $335K
|
3.25K
$327K
|
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
BUY
|
- |
31.5K+ 26.03% |
$3.02M - $3.24M
|
152K
$15.3M
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.71K+ 6.09% |
$274K - $284K
|
47.2K
$4.75M
|
|