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 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-15.6K- 36.49% |
$1.54M - $1.58M
|
27.1K
$2.73M
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
466+ 1.25% |
$46.1K - $47.3K
|
37.7K
$3.8M
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2KNew |
$198K - $203K
|
2K
$202K
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-32- 0.74% |
$3.17K - $3.25K
|
4.29K
$432K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.28KNew |
$721K - $739K
|
7.28K
$734K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.07KNew |
$403K - $413K
|
4.07K
$410K
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
111+ 3.56% |
$11K - $11.3K
|
3.23K
$326K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
13New |
$1.29K - $1.32K
|
13
$1.31K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-55- 3.31% |
$5.44K - $5.58K
|
1.61K
$162K
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
4+ 0.02% |
$396 - $406
|
24K
$2.42M
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-884- 6.49% |
$87.5K - $89.7K
|
12.7K
$1.28M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1K- 28.39% |
$99.3K - $102K
|
2.53K
$255K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2- 50.0% |
$198 - $203
|
2
$202
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.04K- 10.95% |
$301K - $308K
|
24.7K
$2.49M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.8K- 7.38% |
$1.66M - $1.7M
|
210K
$21.2M
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2.42K- 31.02% |
$239K - $246K
|
5.38K
$542K
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-388- 4.97% |
$38.4K - $39.4K
|
7.43K
$748K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
271+ 7.1% |
$26.8K - $27.5K
|
4.09K
$412K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
84.4K+ 5.91% |
$8.36M - $8.57M
|
1.51M
$152M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-278- 72.58% |
$27.5K - $28.2K
|
105
$10.6K
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-61.8K- 72.77% |
$6.12M - $6.28M
|
23.1K
$2.33M
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
5.09K+ 15.32% |
$504K - $516K
|
38.3K
$3.86M
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
57+ 0.11% |
$5.64K - $5.79K
|
53.4K
$5.38M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.14% |
$297 - $305
|
2.16K
$218K
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
946+ 1.66% |
$93.6K - $96K
|
57.8K
$5.82M
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-75- 8.96% |
$7.42K - $7.61K
|
762
$76.8K
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-29- 0.09% |
$2.87K - $2.94K
|
32.5K
$3.28M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.2K+ 2.74% |
$1.11M - $1.14M
|
421K
$42.5M
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.9K+ 138.24% |
$287K - $295K
|
5K
$504K
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
7.47K+ 8.01% |
$740K - $758K
|
101K
$10.2M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-660- 19.45% |
$65.3K - $67K
|
2.73K
$276K
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.02% |
$198 - $203
|
8.91K
$898K
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$203K - $208K
|
2.05K
$207K
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
486+ 20.78% |
$48.1K - $49.3K
|
2.83K
$285K
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
27.5K+ 8.41% |
$2.72M - $2.79M
|
354K
$35.7M
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-893- 5.49% |
$88.4K - $90.6K
|
15.4K
$1.55M
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.02K+ 4.75% |
$101K - $104K
|
22.6K
$2.27M
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-864- 5.34% |
$85.5K - $87.7K
|
15.3K
$1.54M
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
7.69KNew |
$761K - $780K
|
7.69K
$774K
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
BUY
|
- |
45+ 1.13% |
$4.45K - $4.57K
|
4.03K
$406K
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
11.5K+ 6.5% |
$1.14M - $1.16M
|
188K
$18.9M
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-953- 54.74% |
$94.3K - $96.7K
|
788
$79.4K
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.12K- 0.62% |
$111K - $113K
|
178K
$17.9M
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-266- 14.26% |
$26.3K - $27K
|
1.6K
$161K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
181K+ 4176.74% |
$18M - $18.4M
|
186K
$18.7M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.22K- 15.16% |
$319K - $327K
|
18K
$1.82M
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
25New |
$2.47K - $2.54K
|
25
$2.52K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
531+ 4.21% |
$52.6K - $53.9K
|
13.1K
$1.32M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-428- 3.69% |
$42.4K - $43.4K
|
11.2K
$1.13M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-802- 18.97% |
$79.4K - $81.4K
|
3.43K
$345K
|