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 |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.14K+ 18.72% |
$113K - $116K
|
7.26K
$731K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-20- 0.15% |
$1.98K - $2.03K
|
13.8K
$1.39M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-361- 1.09% |
$35.7K - $36.6K
|
32.7K
$3.29M
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-18- 0.29% |
$1.78K - $1.83K
|
6.11K
$615K
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-464- 6.42% |
$45.9K - $47.1K
|
6.76K
$681K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.12K- 3.51% |
$309K - $316K
|
85.7K
$8.63M
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-325- 11.5% |
$32.2K - $33K
|
2.5K
$252K
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-5.87K- 33.64% |
$581K - $596K
|
11.6K
$1.17M
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
3.29K+ 3.09% |
$325K - $334K
|
110K
$11.1M
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-29- 1.0% |
$2.87K - $2.94K
|
2.87K
$289K
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-743- 15.81% |
$73.5K - $75.4K
|
3.96K
$399K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-83- 2.86% |
$8.22K - $8.43K
|
2.82K
$285K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
101K+ 5.93% |
$10M - $10.3M
|
1.81M
$183M
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-187K- 86.73% |
$18.5M - $18.9M
|
28.5K
$2.88M
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-578- 34.36% |
$57.2K - $58.7K
|
1.1K
$111K
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-233- 2.64% |
$23.1K - $23.7K
|
8.59K
$866K
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-79.5K- 94.19% |
$7.87M - $8.07M
|
4.9K
$494K
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
492+ 3.03% |
$48.7K - $49.9K
|
16.8K
$1.69M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
407+ 4.84% |
$40.3K - $41.3K
|
8.82K
$889K
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-5.31K- 41.96% |
$525K - $539K
|
7.34K
$740K
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.28K+ 8.79% |
$919K - $942K
|
115K
$11.6M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.2K- 52.2% |
$515K - $528K
|
4.76K
$480K
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
661+ 1.93% |
$65.4K - $67.1K
|
34.8K
$3.51M
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.15K- 18.25% |
$212K - $218K
|
9.61K
$968K
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.19K- 3.72% |
$217K - $223K
|
56.8K
$5.72M
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-1.33K- 31.32% |
$132K - $135K
|
2.92K
$294K
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-6K- 12.63% |
$594K - $609K
|
41.5K
$4.18M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
58.8K+ 49.5% |
$5.82M - $5.97M
|
177K
$17.9M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.09% |
$594 - $609
|
7.06K
$711K
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-368- 11.86% |
$36.4K - $37.4K
|
2.73K
$276K
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.26K+ 1.19% |
$421K - $432K
|
361K
$36.4M
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-909- 6.38% |
$90K - $92.3K
|
13.3K
$1.34M
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-44- 0.72% |
$4.36K - $4.47K
|
6.07K
$612K
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
822+ 1.44% |
$81.4K - $83.4K
|
58.1K
$5.85M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-31.8K- 11.9% |
$3.15M - $3.23M
|
235K
$23.7M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.83KNew |
$280K - $287K
|
2.83K
$285K
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
732+ 3.69% |
$72.5K - $74.3K
|
20.6K
$2.07M
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.52KNew |
$249K - $256K
|
2.52K
$254K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.3K- 47.37% |
$1.52M - $1.56M
|
17K
$1.72M
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-925- 1.91% |
$91.6K - $93.9K
|
47.4K
$4.78M
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
12+ 23.53% |
$1.19K - $1.22K
|
63
$6.35K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.37K- 5.81% |
$136K - $139K
|
22.3K
$2.24M
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
SELL
|
- |
-297- 0.22% |
$29.4K - $30.1K
|
134K
$13.5M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-24.4K- 6.11% |
$2.42M - $2.48M
|
376K
$37.8M
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-21- 5.95% |
$2.08K - $2.13K
|
332
$33.5K
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-290- 69.05% |
$28.7K - $29.4K
|
130
$13.1K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.4K+ 10049.56% |
$1.12M - $1.15M
|
11.5K
$1.16M
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-3.35K- 3.28% |
$331K - $340K
|
98.5K
$9.93M
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.45K- 91.17% |
$143K - $147K
|
140
$14.1K
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
92New |
$9.11K - $9.34K
|
92
$9.27K
|