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 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
258+ 10.17% |
$24.8K - $26.5K
|
2.79K
$288K
|
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
126KNew |
$12.1M - $13M
|
126K
$13M
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
181+ 0.11% |
$17.4K - $18.6K
|
166K
$17.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
265New |
$25.5K - $27.3K
|
265
$27.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-874- 9.15% |
$84K - $89.9K
|
8.68K
$895K
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-13.2K- 17.33% |
$1.27M - $1.36M
|
63.2K
$6.51M
|
|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.77KNew |
$266K - $285K
|
2.77K
$285K
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-963- 31.19% |
$92.6K - $99K
|
2.13K
$219K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.49K- 98.81% |
$240K - $257K
|
30
$3.09K
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
35.6KNew |
$3.42M - $3.66M
|
35.6K
$3.67M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.05K+ 4.61% |
$101K - $108K
|
23.7K
$2.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
668New |
$64.2K - $68.7K
|
668
$68.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
7.5K+ 11.67% |
$720K - $771K
|
71.7K
$7.39M
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-108- 2.11% |
$10.4K - $11.1K
|
5.02K
$517K
|
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
67.1K+ 73.34% |
$6.45M - $6.91M
|
159K
$16.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-13.5K- 49.93% |
$1.3M - $1.39M
|
13.5K
$1.39M
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-3.97K- 6.15% |
$381K - $408K
|
60.5K
$6.24M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
208+ 6.52% |
$20K - $21.4K
|
3.4K
$350K
|
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
SELL
|
- |
-1.15K- 34.59% |
$111K - $118K
|
2.18K
$224K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 0.15% |
$384 - $411
|
2.7K
$278K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
51.6K+ 79.0% |
$4.96M - $5.31M
|
117K
$12M
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-6K- 4.36% |
$577K - $617K
|
131K
$13.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-122- 2.97% |
$11.7K - $12.5K
|
3.98K
$410K
|
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-208- 6.9% |
$20K - $21.4K
|
2.81K
$289K
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-637- 9.4% |
$61.2K - $65.5K
|
6.14K
$632K
|
|
|
Oct 24, 2022
Q3 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
12.3K+ 11.53% |
$1.18M - $1.27M
|
119K
$12.3M
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.18KNew |
$210K - $225K
|
2.18K
$225K
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
25.3KNew |
$2.43M - $2.6M
|
25.3K
$2.61M
|
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-6.01K- 4.51% |
$578K - $618K
|
127K
$13.1M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.7KNew |
$1.12M - $1.2M
|
11.7K
$1.2M
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-21.3KClosed |
$2.04M - $2.19M
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-86.3KClosed |
$8.29M - $8.87M
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
157+ 2.59% |
$15.1K - $16.1K
|
6.22K
$641K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-283- 81.79% |
$27.2K - $29.1K
|
63
$6.49K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.25KNew |
$313K - $335K
|
3.25K
$335K
|
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
BUY
|
- |
31.5K+ 26.03% |
$3.02M - $3.24M
|
152K
$15.7M
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.22KNew |
$528K - $546K
|
5.22K
$537K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
3KNew |
$304K - $314K
|
3K
$309K
|
|
|
Aug 22, 2022
Q2 2022
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-20.2K- 38.95% |
$2.05M - $2.11M
|
31.7K
$3.26M
|
|
|
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
$937K
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
682+ 17.3% |
$69.1K - $71.4K
|
4.62K
$476K
|
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6.34KNew |
$642K - $663K
|
6.34K
$653K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
10New |
$1.01K - $1.05K
|
10
$1.03K
|
|
|
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
$381K
|
|
|
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
$8.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
47.9KNew |
$4.85M - $5.01M
|
47.9K
$4.94M
|
|