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 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-629- 17.23% |
$63.3K - $65.1K
|
3.02K
$311K
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-2.59K- 40.15% |
$261K - $268K
|
3.86K
$397K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.61KNew |
$463K - $476K
|
4.61K
$474K
|
|
May 09, 2025
Q1 2025
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
24.6K+ 14.25% |
$2.47M - $2.54M
|
197K
$20.3M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21.9K- 31.66% |
$2.2M - $2.26M
|
47.3K
$4.86M
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
9+ 0.18% |
$905 - $931
|
5.15K
$530K
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
12.2K+ 12.12% |
$1.23M - $1.26M
|
113K
$11.6M
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
3.71K+ 2.23% |
$373K - $384K
|
170K
$17.5M
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.34K+ 28.41% |
$235K - $242K
|
10.6K
$1.09M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.63KNew |
$264K - $272K
|
2.63K
$270K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-483- 3.89% |
$48.6K - $50K
|
11.9K
$1.23M
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-188K- 85.12% |
$18.9M - $19.4M
|
32.8K
$3.37M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.51K+ 8.97% |
$152K - $156K
|
18.3K
$1.88M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.1KNew |
$211K - $217K
|
2.1K
$216K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-52- 96.3% |
$5.23K - $5.38K
|
2
$206
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
6.44KNew |
$647K - $666K
|
6.44K
$662K
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
119K+ 3398.89% |
$12M - $12.3M
|
122K
$12.6M
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
45+ 0.22% |
$4.53K - $4.66K
|
20.4K
$2.1M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-156- 7.02% |
$15.7K - $16.1K
|
2.07K
$212K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.43K+ 9.12% |
$244K - $251K
|
29K
$2.99M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1New |
$101 - $103
|
1
$103
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-22.1K- 6.64% |
$2.22M - $2.28M
|
310K
$31.9M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
86+ 40.0% |
$8.65K - $8.9K
|
301
$31K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
63.2K+ 3.34% |
$6.36M - $6.54M
|
1.96M
$201M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.74K+ 10.73% |
$477K - $490K
|
48.9K
$5.03M
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
267New |
$26.9K - $27.6K
|
267
$27.5K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21- 1.63% |
$2.11K - $2.17K
|
1.26K
$130K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.48K+ 1.36% |
$148K - $153K
|
110K
$11.3M
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
16.2K+ 8.67% |
$1.63M - $1.68M
|
203K
$20.9M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
221KNew |
$22.3M - $22.9M
|
221K
$22.7M
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.98K+ 4.26% |
$199K - $204K
|
48.4K
$4.97M
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
214+ 1.31% |
$21.5K - $22.1K
|
16.5K
$1.7M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.03K+ 49.89% |
$506K - $520K
|
15.1K
$1.55M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.7K+ 4.27% |
$6.61M - $6.8M
|
1.6M
$165M
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.67K- 12.85% |
$168K - $173K
|
11.3K
$1.16M
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
2.82K+ 1.57% |
$283K - $292K
|
182K
$18.8M
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
145+ 0.46% |
$14.6K - $15K
|
31.6K
$3.25M
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.7K- 10.75% |
$573K - $590K
|
47.3K
$4.86M
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
5.94K+ 9.99% |
$598K - $615K
|
65.4K
$6.73M
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.08KNew |
$410K - $422K
|
4.08K
$420K
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.39KNew |
$442K - $455K
|
4.39K
$452K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.72K- 45.65% |
$173K - $178K
|
2.05K
$211K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.09K- 7.07% |
$211K - $217K
|
27.5K
$2.83M
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-37.8K- 7.26% |
$3.8M - $3.91M
|
483K
$49.7M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.69K- 67.51% |
$673K - $692K
|
3.22K
$331K
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
520+ 11.4% |
$52.3K - $53.8K
|
5.08K
$522K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-334- 13.33% |
$33.6K - $34.6K
|
2.17K
$223K
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.98K+ 1.64% |
$199K - $205K
|
123K
$12.6M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.62K+ 27.6% |
$465K - $478K
|
21.4K
$2.2M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.7K+ 5.03% |
$1.88M - $1.94M
|
391K
$40.2M
|