Latest Institutional Purchases of Ishares Barclays 0 5 Year Tips (STIP)
This list provides information on the latest institutional transactions involving Ishares Barclays 0 5 Year Tips (STIP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
3.07KNew |
$296K - $301K
|
3.07K
$310K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.89KNew |
$279K - $284K
|
2.89K
$292K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.7KNew |
$261K - $265K
|
2.7K
$272K
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.58KNew |
$249K - $253K
|
2.58K
$260K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
2.5KNew |
$241K - $245K
|
2.5K
$252K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.47KNew |
$238K - $242K
|
2.47K
$249K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.42KNew |
$234K - $237K
|
2.42K
$244K
|
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2.26K+ 1.8% |
$218K - $222K
|
128K
$12.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
2.21KNew |
$213K - $216K
|
2.21K
$222K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.21K+ 30.68% |
$213K - $216K
|
9.39K
$947K
|
|
|
Jan 03, 2023
Q4 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.14KNew |
$207K - $210K
|
2.14K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.78K+ 693.75% |
$172K - $174K
|
2.03K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.4KNew |
$135K - $137K
|
1.4K
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 1.29% |
$106K - $107K
|
85.7K
$8.64M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.05KNew |
$102K - $103K
|
1.05K
$106K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.04K+ 103800.0% |
$100K - $102K
|
1.04K
$105K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.03KNew |
$99.3K - $101K
|
1.03K
$104K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
848New |
$81.9K - $83.2K
|
848
$85.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
698+ 20.0% |
$67.4K - $68.5K
|
4.19K
$422K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
520+ 189.09% |
$50.2K - $51K
|
795
$80.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
517New |
$49.9K - $50.7K
|
517
$52.1K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
515New |
$49.7K - $50.5K
|
515
$51.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
460+ 0.89% |
$44.4K - $45.1K
|
52.2K
$5.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
247New |
$23.9K - $24.2K
|
247
$24.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
180New |
$17.4K - $17.7K
|
180
$18.2K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
161New |
$15.5K - $15.8K
|
161
$16.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
66+ 132.0% |
$6.37K - $6.48K
|
116
$11.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
65+ 0.26% |
$6.28K - $6.38K
|
24.8K
$2.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
35+ 0.84% |
$3.38K - $3.43K
|
4.22K
$426K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
28New |
$2.7K - $2.75K
|
28
$2.82K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
25New |
$2.41K - $2.45K
|
25
$2.52K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
13New |
$1.26K - $1.28K
|
13
$1.31K
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
8+ 0.34% |
$773 - $785
|
2.38K
$240K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
6New |
$579 - $589
|
6
$605
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.04% |
$96.6 - $98.1
|
2.45K
$247K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
May 15, 2023
Q3 2022
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
719KNew |
$69.1M - $73.9M
|
719K
$72.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
134KNew |
$12.9M - $13.8M
|
134K
$13.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
126KNew |
$12.1M - $13M
|
126K
$12.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
67.1K+ 73.34% |
$6.45M - $6.91M
|
159K
$16M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
51.6K+ 79.0% |
$4.96M - $5.31M
|
117K
$11.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
35.6KNew |
$3.42M - $3.66M
|
35.6K
$3.59M
|
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
BUY
|
- |
31.5K+ 26.03% |
$3.02M - $3.24M
|
152K
$15.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
25.3KNew |
$2.43M - $2.6M
|
25.3K
$2.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
17K+ 68.18% |
$1.63M - $1.75M
|
41.9K
$4.22M
|
|
|
Oct 24, 2022
Q3 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
12.3K+ 11.53% |
$1.18M - $1.27M
|
119K
$12M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.7KNew |
$1.12M - $1.2M
|
11.7K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
9.3KNew |
$893K - $956K
|
9.3K
$938K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
BUY
|
- |
8.22KNew |
$790K - $846K
|
8.22K
$829K
|
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
7.5K+ 11.67% |
$720K - $771K
|
71.7K
$7.23M
|
|