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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
715+ 5.5% |
$71.7K - $72.5K
|
13.7K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
770K+ 156.68% |
$77.2M - $78M
|
1.26M
$130M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.97K- 11.59% |
$198K - $200K
|
15.1K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
23.5K+ 8.95% |
$2.36M - $2.39M
|
287K
$29.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-2.33K- 20.08% |
$233K - $236K
|
9.26K
$957K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
13+ 0.64% |
$1.3K - $1.32K
|
2.04K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40New |
$4.01K - $4.05K
|
40
$4.14K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.65K+ 50.17% |
$166K - $168K
|
4.95K
$512K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.93K+ 14.08% |
$394K - $398K
|
31.8K
$3.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4New |
$401 - $405
|
4
$414
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-91- 1.74% |
$9.12K - $9.22K
|
5.13K
$531K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.11KNew |
$513K - $518K
|
5.11K
$529K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.01K- 40.96% |
$301K - $305K
|
4.34K
$448K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.62KNew |
$463K - $468K
|
4.62K
$477K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-717- 16.06% |
$71.9K - $72.7K
|
3.75K
$387K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-978- 24.02% |
$98K - $99.1K
|
3.09K
$320K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
1.95K+ 7.34% |
$196K - $198K
|
28.6K
$2.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.93K- 31.35% |
$194K - $196K
|
4.24K
$438K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
32+ 0.45% |
$3.21K - $3.24K
|
7.09K
$733K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-652- 24.97% |
$65.4K - $66.1K
|
1.96K
$203K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.22KNew |
$724K - $732K
|
7.22K
$747K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
45.5K+ 53.17% |
$4.57M - $4.62M
|
131K
$13.6M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-358- 4.06% |
$35.9K - $36.3K
|
8.47K
$875K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
110+ 3.08% |
$11K - $11.1K
|
3.68K
$380K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
8.5K+ 16.05% |
$852K - $861K
|
61.4K
$6.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.67K- 7.23% |
$268K - $271K
|
34.2K
$3.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-424- 6.94% |
$42.5K - $43K
|
5.68K
$588K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
120+ 2.98% |
$12K - $12.2K
|
4.15K
$429K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
43.9KNew |
$4.41M - $4.45M
|
43.9K
$4.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
71+ 0.88% |
$7.12K - $7.2K
|
8.16K
$843K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-153- 1.58% |
$15.3K - $15.5K
|
9.53K
$986K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
56.2KNew |
$5.63M - $5.7M
|
56.2K
$5.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.37KNew |
$639K - $646K
|
6.37K
$659K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18.1K+ 31.22% |
$1.81M - $1.83M
|
76K
$7.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.3KNew |
$331K - $334K
|
3.3K
$341K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.24K- 41.66% |
$926K - $937K
|
12.9K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
24New |
$2.41K - $2.43K
|
24
$2.48K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
9+ 3.69% |
$902 - $912
|
253
$26.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.08K+ 4.77% |
$108K - $109K
|
23.6K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
581+ 3.47% |
$58.2K - $58.9K
|
17.3K
$1.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-890- 5.34% |
$89.2K - $90.2K
|
15.8K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
344+ 2.32% |
$34.5K - $34.9K
|
15.2K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-123- 1.82% |
$12.3K - $12.5K
|
6.64K
$686K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.61K- 14.31% |
$161K - $163K
|
9.63K
$996K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-50- 4.54% |
$5.01K - $5.07K
|
1.05K
$109K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-315- 0.66% |
$31.6K - $31.9K
|
47.1K
$4.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
8.97K+ 3.34% |
$899K - $909K
|
277K
$28.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
3.23KNew |
$324K - $327K
|
3.23K
$334K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14+ 2.15% |
$1.4K - $1.42K
|
666
$68.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
23.8K+ 10.31% |
$2.38M - $2.41M
|
254K
$26.3M
|