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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
200New |
$19.4K - $19.8K
|
200
$20.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-27.8K- 33.62% |
$2.69M - $2.76M
|
54.9K
$5.66M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
50+ 2.78% |
$4.84K - $4.96K
|
1.85K
$190K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-376- 14.01% |
$36.4K - $37.3K
|
2.31K
$238K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-11- 42.31% |
$1.07K - $1.09K
|
15
$1.55K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-251- 10.72% |
$24.3K - $24.9K
|
2.09K
$215K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
129+ 2.58% |
$12.5K - $12.8K
|
5.12K
$528K
|
|
| Q4 2022 | |||||||
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-307- 2.57% |
$29.6K - $30.1K
|
11.6K
$1.2M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
848New |
$81.9K - $83.2K
|
848
$87.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
72KNew |
$6.95M - $7.06M
|
72K
$7.42M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
25New |
$2.41K - $2.45K
|
25
$2.58K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
520+ 189.09% |
$50.2K - $51K
|
795
$81.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.78K+ 693.75% |
$172K - $174K
|
2.03K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-17.5K- 52.39% |
$1.69M - $1.72M
|
15.9K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.04% |
$96.6 - $98.1
|
2.45K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-37.5K- 99.99% |
$3.62M - $3.68M
|
2
$206
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.09KNew |
$298K - $303K
|
3.09K
$318K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.7KNew |
$261K - $265K
|
2.7K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
28New |
$2.7K - $2.75K
|
28
$2.89K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
180New |
$17.4K - $17.7K
|
180
$18.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
44K+ 1.81% |
$4.25M - $4.32M
|
2.47M
$255M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.4KNew |
$135K - $137K
|
1.4K
$144K
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
48.1KNew |
$4.64M - $4.72M
|
48.1K
$4.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
247New |
$23.9K - $24.2K
|
247
$25.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
20.5K+ 57.79% |
$1.98M - $2.01M
|
55.9K
$5.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-2.91K- 9.47% |
$281K - $286K
|
27.8K
$2.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
17.8K+ 2.47% |
$1.72M - $1.75M
|
738K
$76.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
3.07KNew |
$296K - $301K
|
3.07K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6.1K- 69.87% |
$589K - $598K
|
2.63K
$271K
|
|
|
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
$8.86K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-506- 87.09% |
$48.9K - $49.6K
|
75
$7.73K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
515New |
$49.7K - $50.5K
|
515
$53.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
4.79KNew |
$462K - $470K
|
4.79K
$493K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.42KNew |
$234K - $237K
|
2.42K
$249K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
698+ 20.0% |
$67.4K - $68.5K
|
4.19K
$432K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
4.24KNew |
$410K - $416K
|
4.24K
$437K
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
9.31KNew |
$899K - $914K
|
9.31K
$960K
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-250- 6.33% |
$24.1K - $24.5K
|
3.7K
$381K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
6New |
$579 - $589
|
6
$618
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
2.5KNew |
$241K - $245K
|
2.5K
$258K
|
|
|
Feb 08, 2023
Q4 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
67.4KNew |
$6.51M - $6.61M
|
67.4K
$6.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.2KNew |
$309K - $314K
|
3.2K
$330K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
2.21KNew |
$213K - $216K
|
2.21K
$227K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
66+ 132.0% |
$6.37K - $6.48K
|
116
$12K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.69K+ 62.79% |
$356K - $362K
|
9.57K
$986K
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-8.61K- 64.16% |
$831K - $844K
|
4.81K
$495K
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
8.67KNew |
$837K - $851K
|
8.67K
$893K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
13New |
$1.26K - $1.28K
|
13
$1.34K
|
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2.26K+ 1.8% |
$218K - $222K
|
128K
$13.1M
|
|