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 08, 2021
Q3 2021
|
Next Capital Advisers, Inc.
|
SELL
|
- |
-97.3KClosed |
$10.3M - $10.4M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-36.5KClosed |
$3.85M - $3.91M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-4.55KClosed |
$480K - $488K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-107Closed |
$11.3K - $11.5K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.01KClosed |
$212K - $215K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-850Closed |
$89.7K - $91K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-2.27KClosed |
$240K - $243K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Sep 10, 2024
Q2 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.95KClosed |
$206K - $209K
|
0
$0
|
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-50Closed |
$5.27K - $5.34K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-380Closed |
$40.1K - $40.6K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40New |
$4.22K - $4.28K
|
40
$4.02K
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-153Closed |
$16.1K - $16.4K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Schroders Is LTD
|
BUY
|
- |
278KNew |
$29.3M - $29.7M
|
278K
$27.9M
|
|
|
Jul 26, 2021
Q2 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.02KClosed |
$213K - $216K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-355Closed |
$37.4K - $37.9K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-13Closed |
$1.37K - $1.39K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
4.97KNew |
$524K - $531K
|
4.97K
$499K
|
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
425New |
$44.8K - $45.4K
|
425
$42.7K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-338Closed |
$35.3K - $35.8K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-19Closed |
$1.99K - $2.01K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.03KClosed |
$213K - $215K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-62Closed |
$6.48K - $6.57K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-215Closed |
$22.5K - $22.8K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-100Closed |
$10.5K - $10.6K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-663Closed |
$69.3K - $70.2K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-6.01KClosed |
$628K - $637K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-32KClosed |
$3.3M - $3.35M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-13.9KClosed |
$1.44M - $1.46M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-23Closed |
$2.37K - $2.4K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-11.1KClosed |
$1.14M - $1.16M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Hancock Whitney Corp
|
SELL
|
- |
-2.33KClosed |
$240K - $243K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-73Closed |
$7.52K - $7.62K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.52KClosed |
$157K - $159K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Community Bank, N.A.
|
SELL
|
- |
-319Closed |
$32.9K - $33.3K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-221Closed |
$22.8K - $23.1K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 29, 2020
Q3 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-10.6KClosed |
$1.09M - $1.11M
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.26KClosed |
$538K - $548K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-990- 28.58% |
$101K - $103K
|
2.47K
$249K
|
|
|
Nov 09, 2020
Q3 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-78Closed |
$7.98K - $8.13K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
2.53KNew |
$259K - $263K
|
2.53K
$254K
|
|
|
Oct 26, 2020
Q3 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-2.38KClosed |
$243K - $248K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-12.1KClosed |
$1.24M - $1.26M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
96+ 2.25% |
$9.59K - $9.83K
|
4.36K
$438K
|
|
|
Aug 13, 2020
Q2 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-21.3KClosed |
$2.13M - $2.18M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-66Closed |
$6.59K - $6.76K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.25KClosed |
$325K - $333K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-260Closed |
$26K - $26.6K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-100Closed |
$9.99K - $10.2K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-5.74KClosed |
$573K - $588K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-345Closed |
$33.4K - $35.2K
|
0
$0
|
|