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 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
48.1KNew |
$4.64M - $4.72M
|
48.1K
$4.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 1.29% |
$106K - $107K
|
85.7K
$8.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
247New |
$23.9K - $24.2K
|
247
$25.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
20.5K+ 57.79% |
$1.98M - $2.01M
|
55.9K
$5.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-2.91K- 9.47% |
$281K - $286K
|
27.8K
$2.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
17.8K+ 2.47% |
$1.72M - $1.75M
|
738K
$75.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
3.07KNew |
$296K - $301K
|
3.07K
$314K
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
8+ 0.34% |
$773 - $785
|
2.38K
$243K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6.1K- 69.87% |
$589K - $598K
|
2.63K
$269K
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
10.5KNew |
$1.01M - $1.03M
|
10.5K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-20- 18.87% |
$1.93K - $1.96K
|
86
$8.81K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-506- 87.09% |
$48.9K - $49.6K
|
75
$7.68K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-28.2K- 91.88% |
$2.72M - $2.76M
|
2.49K
$255K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
515New |
$49.7K - $50.5K
|
515
$52.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
4.79KNew |
$462K - $470K
|
4.79K
$490K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.42KNew |
$234K - $237K
|
2.42K
$248K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
698+ 20.0% |
$67.4K - $68.5K
|
4.19K
$429K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
4.24KNew |
$410K - $416K
|
4.24K
$435K
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
9.31KNew |
$899K - $914K
|
9.31K
$954K
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-250- 6.33% |
$24.1K - $24.5K
|
3.7K
$379K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
6New |
$579 - $589
|
6
$614
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
2.5KNew |
$241K - $245K
|
2.5K
$256K
|
|
|
Feb 08, 2023
Q4 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
67.4KNew |
$6.51M - $6.61M
|
67.4K
$6.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.2KNew |
$309K - $314K
|
3.2K
$328K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
2.21KNew |
$213K - $216K
|
2.21K
$226K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
66+ 132.0% |
$6.37K - $6.48K
|
116
$11.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.69K+ 62.79% |
$356K - $362K
|
9.57K
$980K
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-8.61K- 64.16% |
$831K - $844K
|
4.81K
$492K
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
8.67KNew |
$837K - $851K
|
8.67K
$888K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
13New |
$1.26K - $1.28K
|
13
$1.33K
|
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2.26K+ 1.8% |
$218K - $222K
|
128K
$13.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.58KNew |
$249K - $253K
|
2.58K
$264K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-7.9K- 1.88% |
$763K - $775K
|
412K
$42.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.05KNew |
$102K - $103K
|
1.05K
$108K
|
|
|
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
$962K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.03KNew |
$99.3K - $101K
|
1.03K
$105K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.21K- 50.17% |
$214K - $217K
|
2.2K
$225K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
7.62KNew |
$735K - $747K
|
7.62K
$780K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
13.7K+ 10.46% |
$1.32M - $1.34M
|
144K
$14.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.04K+ 103800.0% |
$100K - $102K
|
1.04K
$106K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
52.4K+ 900.05% |
$5.06M - $5.14M
|
58.3K
$5.97M
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-4.46K- 63.34% |
$431K - $438K
|
2.58K
$264K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-163K- 96.38% |
$15.8M - $16M
|
6.15K
$629K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.47KNew |
$238K - $242K
|
2.47K
$252K
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
3.07KNew |
$296K - $301K
|
3.07K
$314K
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-3.43K- 5.89% |
$331K - $337K
|
54.8K
$5.61M
|
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
BUY
|
- |
6.35KNew |
$613K - $623K
|
6.35K
$650K
|
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-1.26K- 31.88% |
$122K - $124K
|
2.7K
$276K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-3.78K- 17.31% |
$365K - $371K
|
18.1K
$1.85M
|