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 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-67- 34.72% |
$6.63K - $6.8K
|
126
$12.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.13K- 11.85% |
$409K - $420K
|
30.8K
$3.1M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-75.3K- 13.28% |
$7.45M - $7.64M
|
491K
$49.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.51K- 1.69% |
$149K - $153K
|
87.9K
$8.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-461- 2.35% |
$45.6K - $46.8K
|
19.1K
$1.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-1.83K- 1.53% |
$181K - $186K
|
118K
$11.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.3KNew |
$326K - $334K
|
3.3K
$332K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.07K+ 78.27% |
$897K - $920K
|
20.6K
$2.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1.81K+ 8.23% |
$180K - $184K
|
23.9K
$2.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
11KNew |
$1.09M - $1.11M
|
11K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-243- 5.72% |
$24.1K - $24.7K
|
4.01K
$404K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.04K- 11.13% |
$201K - $207K
|
16.3K
$1.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10K- 49.52% |
$992K - $1.02M
|
10.2K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.21K- 25.75% |
$219K - $225K
|
6.38K
$643K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
2.1K+ 1.77% |
$208K - $213K
|
121K
$12.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.91K- 1.57% |
$288K - $295K
|
183K
$18.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
346+ 1.2% |
$34.3K - $35.1K
|
29.2K
$2.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
496+ 0.47% |
$49.1K - $50.3K
|
106K
$10.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-631- 12.98% |
$62.5K - $64.1K
|
4.23K
$426K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.44K- 14.75% |
$736K - $755K
|
43K
$4.33M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.03KNew |
$201K - $206K
|
2.03K
$204K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-520- 9.32% |
$51.5K - $52.8K
|
5.06K
$510K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
57+ 57.0% |
$5.64K - $5.79K
|
157
$15.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-433- 8.84% |
$42.9K - $44K
|
4.47K
$450K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-494- 1.82% |
$48.9K - $50.1K
|
26.6K
$2.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.61% |
$99 - $102
|
164
$16.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-769- 6.67% |
$76.1K - $78.1K
|
10.8K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.1K+ 6.22% |
$109K - $112K
|
18.8K
$1.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
33+ 0.38% |
$3.27K - $3.35K
|
8.66K
$873K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.39K- 17.97% |
$137K - $141K
|
6.33K
$638K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-23K- 7.49% |
$2.27M - $2.33M
|
284K
$28.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
262+ 2.78% |
$25.9K - $26.6K
|
9.69K
$976K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-63- 1.19% |
$6.24K - $6.4K
|
5.22K
$526K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
12.2K+ 29.16% |
$1.21M - $1.24M
|
54.1K
$5.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-274- 21.78% |
$27.1K - $27.8K
|
984
$99.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23K- 13.82% |
$2.28M - $2.34M
|
143K
$14.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-800- 8.48% |
$79.2K - $81.2K
|
8.63K
$870K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
81+ 3.35% |
$8.02K - $8.22K
|
2.5K
$252K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
16+ 0.59% |
$1.58K - $1.62K
|
2.73K
$275K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-41- 0.52% |
$4.06K - $4.16K
|
7.9K
$796K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
2.9K+ 1.46% |
$287K - $295K
|
202K
$20.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
22.2KNew |
$2.2M - $2.25M
|
22.2K
$2.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
649+ 4.13% |
$64.2K - $65.9K
|
16.4K
$1.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-456- 14.87% |
$45.1K - $46.3K
|
2.61K
$263K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.58K- 30.66% |
$354K - $363K
|
8.09K
$815K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
69+ 0.45% |
$6.83K - $7K
|
15.5K
$1.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-443- 1.47% |
$43.9K - $45K
|
29.7K
$2.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.52K+ 135.51% |
$150K - $154K
|
2.63K
$265K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-10.3K- 53.08% |
$1.02M - $1.05M
|
9.12K
$919K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-211- 3.62% |
$20.9K - $21.4K
|
5.62K
$566K
|