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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2020
Q1 2020
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-6.2KClosed |
$600K - $633K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-6.12KClosed |
$592K - $625K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-184KClosed |
$17.8M - $18.8M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-32.8KClosed |
$3.17M - $3.35M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-50Closed |
$4.84K - $5.11K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-400Closed |
$38.7K - $40.8K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-32Closed |
$3.09K - $3.27K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Savior LLC
|
SELL
|
- |
-758Closed |
$73.3K - $77.4K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-105Closed |
$10.2K - $10.7K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-207- 70.17% |
$20K - $21.1K
|
88
$8.84K
|
|
|
Apr 13, 2020
Q1 2020
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-78.6KClosed |
$7.6M - $8.03M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-1.33KClosed |
$133K - $134K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-68Closed |
$6.79K - $6.85K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Jordan Park Group LLC
|
SELL
|
- |
-14.3KClosed |
$1.43M - $1.44M
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-8Closed |
$799 - $806
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Heritage Wealth Advisors
|
SELL
|
- |
-13Closed |
$1.3K - $1.31K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-5.75KClosed |
$574K - $579K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.56KClosed |
$156K - $157K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-5.21KClosed |
$521K - $524K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.31KClosed |
$231K - $232K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-3.03KClosed |
$303K - $305K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-31.3KClosed |
$3.12M - $3.14M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.83KClosed |
$283K - $285K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Newfound Research LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2Closed |
$200 - $201
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
148New |
$14.8K - $14.9K
|
148
$14.9K
|
|
|
Oct 11, 2019
Q3 2019
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-22.5K- 28.29% |
$2.25M - $2.26M
|
57.1K
$5.74M
|
|
|
Oct 10, 2019
Q3 2019
|
Cx Institutional
|
SELL
|
- |
-125Closed |
$12.5K - $12.6K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.56KClosed |
$255K - $258K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4Closed |
$398 - $403
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-200Closed |
$19.9K - $20.1K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-261Closed |
$26K - $26.3K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-141Closed |
$13.8K - $14.1K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5Closed |
$490 - $499
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-4.87KClosed |
$477K - $486K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-10.1KClosed |
$990K - $1.01M
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Whittier Trust CO
|
SELL
|
- |
-496Closed |
$48.6K - $49.5K
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Covenant Asset Management, LLC
|
SELL
|
- |
-8.25KClosed |
$809K - $823K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-6.08KClosed |
$596K - $606K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-135Closed |
$13.2K - $13.3K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-56Closed |
$5.47K - $5.53K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-2.73KClosed |
$266K - $269K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-550Closed |
$53.7K - $54.3K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Advisory Alpha, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-215Closed |
$21K - $21.2K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Jnba Financial Advisors
|
BUY
|
- |
156New |
$15.2K - $15.4K
|
156
$15.7K
|
|
|
Feb 05, 2019
Q4 2018
|
Westside Investment Management, Inc.
|
BUY
|
- |
737New |
$72K - $72.7K
|
737
$74.1K
|
|
|
Jan 29, 2019
Q4 2018
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4.17KClosed |
$408K - $412K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.88KClosed |
$281K - $284K
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-109Closed |
$10.6K - $10.8K
|
0
$0
|
|