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 |
|---|---|---|---|---|---|---|---|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.22KNew |
$528K - $546K
|
5.22K
$524K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
3KNew |
$304K - $314K
|
3K
$302K
|
|
|
Aug 22, 2022
Q2 2022
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-20.2K- 38.95% |
$2.05M - $2.11M
|
31.7K
$3.18M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.39KClosed |
$141K - $145K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-28.1K- 75.56% |
$2.85M - $2.94M
|
9.09K
$914K
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
682+ 17.3% |
$69.1K - $71.4K
|
4.62K
$465K
|
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6.34KNew |
$642K - $663K
|
6.34K
$637K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
10New |
$1.01K - $1.05K
|
10
$1K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-12.5KClosed |
$1.26M - $1.31M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
3.7KNew |
$375K - $387K
|
3.7K
$372K
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-21.6K- 91.96% |
$2.18M - $2.26M
|
1.88K
$189K
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-8.54KClosed |
$865K - $894K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-54Closed |
$5.47K - $5.65K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
82KNew |
$8.3M - $8.58M
|
82K
$8.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
47.9KNew |
$4.85M - $5.01M
|
47.9K
$4.81M
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-659- 17.58% |
$66.7K - $69K
|
3.09K
$310K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-39.2KClosed |
$3.97M - $4.11M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.04K+ 9.85% |
$105K - $109K
|
11.6K
$1.17M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.36KNew |
$137K - $142K
|
1.36K
$136K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.28KNew |
$231K - $238K
|
2.28K
$229K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
10.7K+ 11.73% |
$1.08M - $1.12M
|
102K
$10.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.41KClosed |
$143K - $148K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.84KClosed |
$287K - $297K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
24.7KNew |
$2.5M - $2.58M
|
24.7K
$2.48M
|
|
|
Aug 10, 2022
Q2 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.35KNew |
$339K - $351K
|
3.35K
$337K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-51Closed |
$5.16K - $5.34K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
BUY
|
- |
58.6K+ 19.14% |
$5.94M - $6.13M
|
365K
$36.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-18Closed |
$1.82K - $1.88K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-18.9KClosed |
$1.91M - $1.97M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-106- 71.14% |
$10.7K - $11.1K
|
43
$4.32K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-215- 7.36% |
$21.8K - $22.5K
|
2.71K
$272K
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
79.8KNew |
$8.08M - $8.35M
|
79.8K
$8.02M
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
97.9KNew |
$9.91M - $10.2M
|
97.9K
$9.83M
|
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
73.8KNew |
$7.47M - $7.72M
|
73.8K
$7.42M
|
|
|
Aug 05, 2022
Q2 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
34.5KNew |
$3.49M - $3.61M
|
34.5K
$3.46M
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
68New |
$6.89K - $7.12K
|
68
$6.83K
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.6KNew |
$466K - $481K
|
4.6K
$462K
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-157Closed |
$15.9K - $16.4K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 2.01% |
$150K - $155K
|
74.9K
$7.53M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-542- 3.72% |
$54.9K - $56.7K
|
14K
$1.41M
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-41- 1.1% |
$4.15K - $4.29K
|
3.67K
$369K
|
|
|
Aug 04, 2022
Q2 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.13K+ 2.64% |
$215K - $223K
|
82.7K
$8.31M
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.47KNew |
$250K - $259K
|
2.47K
$248K
|
|
|
Aug 03, 2022
Q2 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-160KClosed |
$16.2M - $16.7M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.25KNew |
$228K - $236K
|
2.25K
$226K
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.8K- 38.3% |
$182K - $188K
|
2.9K
$291K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-213- 74.22% |
$21.6K - $22.3K
|
74
$7.44K
|
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-60- 39.22% |
$6.08K - $6.28K
|
93
$9.34K
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
11.5K+ 50.14% |
$1.17M - $1.21M
|
34.5K
$3.47M
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.85K- 48.79% |
$289K - $299K
|
3K
$301K
|