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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-475- 0.28% |
$47.6K - $48.1K
|
170K
$17.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.17K+ 5.64% |
$117K - $118K
|
21.8K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.47K+ 15.08% |
$247K - $250K
|
18.8K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
755New |
$75.7K - $76.5K
|
755
$77.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
13.9K+ 70.01% |
$1.39M - $1.41M
|
33.8K
$3.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
975+ 633.12% |
$97.7K - $98.8K
|
1.13K
$116K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
54New |
$5.41K - $5.47K
|
54
$5.53K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.69K+ 0.91% |
$170K - $172K
|
187K
$19.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-137- 0.45% |
$13.7K - $13.9K
|
30.2K
$3.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.3K- 6.79% |
$1.23M - $1.24M
|
168K
$17.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.58% |
$100 - $101
|
172
$17.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
138KNew |
$13.8M - $14M
|
138K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.28K- 1.46% |
$328K - $332K
|
220K
$22.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
9.35K+ 4.62% |
$937K - $947K
|
211K
$21.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.3K- 18.57% |
$3.54M - $3.58M
|
155K
$15.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.31K+ 38.86% |
$231K - $234K
|
8.24K
$844K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
407+ 3.91% |
$40.8K - $41.2K
|
10.8K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
10.9K+ 14.5% |
$1.1M - $1.11M
|
86.3K
$8.84M
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
10.9K+ 2.15% |
$1.1M - $1.11M
|
521K
$53.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.24K+ 6.39% |
$124K - $125K
|
20.6K
$2.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
30.2K+ 11.42% |
$3.02M - $3.06M
|
294K
$30.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.61% |
$601 - $608
|
990
$101K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.84K- 1.04% |
$485K - $491K
|
463K
$47.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.68KNew |
$469K - $474K
|
4.68K
$479K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
20+ 0.04% |
$2K - $2.03K
|
46.4K
$4.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
72New |
$7.22K - $7.3K
|
72
$7.38K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
167KNew |
$16.7M - $16.9M
|
167K
$17.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.42K+ 22.82% |
$343K - $347K
|
18.4K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.4K+ 6.9% |
$241K - $244K
|
37.2K
$3.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.75KNew |
$576K - $582K
|
5.75K
$589K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-44.2K- 18.36% |
$4.43M - $4.48M
|
197K
$20.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-194- 9.46% |
$19.4K - $19.7K
|
1.86K
$190K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.15K- 6.4% |
$115K - $116K
|
16.8K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
257New |
$25.8K - $26K
|
257
$26.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.03K- 20.03% |
$304K - $307K
|
12.1K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
216+ 8.2% |
$21.7K - $21.9K
|
2.85K
$292K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
49+ 1.53% |
$4.91K - $4.97K
|
3.25K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.38K- 1.3% |
$138K - $140K
|
104K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-281- 11.11% |
$28.2K - $28.5K
|
2.25K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-640- 6.97% |
$64.2K - $64.9K
|
8.55K
$876K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.61KNew |
$261K - $264K
|
2.61K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$100 - $101
|
4.28K
$438K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.69K- 28.53% |
$972K - $982K
|
24.3K
$2.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
8.08KNew |
$810K - $819K
|
8.08K
$828K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-160- 4.01% |
$16K - $16.2K
|
3.83K
$392K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
5.99K+ 4.95% |
$600K - $607K
|
127K
$13M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
12.9K+ 14.69% |
$1.29M - $1.31M
|
101K
$10.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-8.29K- 51.43% |
$831K - $840K
|
7.83K
$802K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
53+ 8.17% |
$5.31K - $5.37K
|
702
$71.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-425- 6.29% |
$42.6K - $43.1K
|
6.33K
$648K
|