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, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
2.42K+ 10.32% |
$243K - $250K
|
25.8K
$2.65M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.12K- 4.79% |
$816K - $840K
|
161K
$16.6M
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
4.04K+ 49.96% |
$406K - $418K
|
12.1K
$1.25M
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.1% |
$101 - $103
|
1.02K
$105K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
57.3K+ 273.17% |
$5.76M - $5.93M
|
78.2K
$8.04M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
93.6K+ 220.55% |
$9.42M - $9.69M
|
136K
$14M
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
33.2K+ 1018.22% |
$3.34M - $3.44M
|
36.5K
$3.75M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
194K+ 64.2% |
$19.5M - $20.1M
|
496K
$51M
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-11- 0.41% |
$1.11K - $1.14K
|
2.66K
$273K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
389+ 7780.0% |
$39.1K - $40.2K
|
394
$40.5K
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.14% |
$101 - $103
|
693
$71.3K
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.08% |
$302 - $310
|
4K
$411K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.37K+ 19.6% |
$138K - $142K
|
8.35K
$858K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.39K- 16.34% |
$140K - $144K
|
7.12K
$733K
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
30.3K+ 6.55% |
$3.05M - $3.13M
|
493K
$50.7M
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.17K+ 13.68% |
$117K - $121K
|
9.68K
$995K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.62K- 26.15% |
$163K - $168K
|
4.58K
$471K
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
436K+ 93.46% |
$43.8M - $45.1M
|
902K
$92.8M
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
17.7K+ 2.99% |
$1.78M - $1.83M
|
610K
$62.8M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31K+ 35.7% |
$3.11M - $3.2M
|
118K
$12.1M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
196KNew |
$19.7M - $20.2M
|
196K
$20.1M
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-642- 20.73% |
$64.6K - $66.4K
|
2.46K
$252K
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
10K+ 19.44% |
$1.01M - $1.04M
|
61.6K
$6.34M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.24KClosed |
$225K - $231K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.74K+ 15.5% |
$477K - $490K
|
35.3K
$3.63M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
760+ 0.57% |
$76.4K - $78.6K
|
133K
$13.7M
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-98- 4.11% |
$9.86K - $10.1K
|
2.29K
$235K
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-817- 13.56% |
$82.2K - $84.5K
|
5.21K
$536K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-490- 7.12% |
$49.3K - $50.7K
|
6.39K
$657K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.37KNew |
$238K - $245K
|
2.37K
$244K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.29K- 6.34% |
$130K - $134K
|
19.1K
$1.96M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43+ 1075.0% |
$4.33K - $4.45K
|
47
$4.83K
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
5.03K+ 133.0% |
$506K - $520K
|
8.81K
$906K
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-361- 2.09% |
$36.3K - $37.4K
|
16.9K
$1.74M
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
4.9K+ 4.09% |
$493K - $507K
|
125K
$12.8M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
16.8KNew |
$1.69M - $1.74M
|
16.8K
$1.73M
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.05KNew |
$508K - $522K
|
5.05K
$519K
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
693+ 10.23% |
$69.7K - $71.7K
|
7.47K
$768K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 83.14% |
$155K - $160K
|
313
$32.2K
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-4.07K- 1.08% |
$409K - $421K
|
371K
$38.2M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.87K- 7.92% |
$993K - $1.02M
|
115K
$11.8M
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
80.5K+ 70.08% |
$8.1M - $8.33M
|
195K
$20.1M
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.18KNew |
$220K - $226K
|
2.18K
$224K
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
160+ 3.22% |
$16.1K - $16.6K
|
5.13K
$527K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.71K- 2.05% |
$775K - $797K
|
368K
$37.9M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-40- 0.9% |
$4.02K - $4.14K
|
4.4K
$452K
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-410- 1.2% |
$41.2K - $42.4K
|
33.8K
$3.48M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
86K+ 10.28% |
$8.65M - $8.9M
|
922K
$94.8M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.2K+ 90.64% |
$2.13M - $2.19M
|
44.5K
$4.57M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.35K+ 10.54% |
$337K - $347K
|
35.2K
$3.62M
|