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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
7.4K+ 5.08% |
$745K - $766K
|
153K
$15.8M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.72KNew |
$676K - $695K
|
6.72K
$693K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.61KNew |
$463K - $476K
|
4.61K
$474K
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
4.28KNew |
$430K - $443K
|
4.28K
$441K
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.08KNew |
$410K - $422K
|
4.08K
$420K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.52K+ 3.68% |
$354K - $364K
|
99.2K
$10.2M
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.4KNew |
$241K - $248K
|
2.4K
$247K
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.31KNew |
$233K - $239K
|
2.31K
$238K
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.3KNew |
$232K - $238K
|
2.3K
$237K
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.28K+ 25.32% |
$129K - $133K
|
6.35K
$654K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
940New |
$94.6K - $97.3K
|
940
$96.9K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
500+ 3.93% |
$50.3K - $51.7K
|
13.2K
$1.36M
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
420New |
$42.2K - $43.5K
|
420
$43.3K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
383New |
$38.5K - $39.6K
|
383
$39.5K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
375+ 12.43% |
$37.7K - $38.8K
|
3.39K
$350K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
353+ 35300.0% |
$35.5K - $36.5K
|
354
$36.5K
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
267New |
$26.9K - $27.6K
|
267
$27.5K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
200New |
$20.1K - $20.7K
|
200
$20.6K
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
200New |
$20.1K - $20.7K
|
200
$20.6K
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
145+ 0.46% |
$14.6K - $15K
|
31.6K
$3.26M
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
110+ 0.92% |
$11.1K - $11.4K
|
12K
$1.24M
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
102+ 2.78% |
$10.3K - $10.6K
|
3.77K
$388K
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
102+ 2.78% |
$10.3K - $10.6K
|
3.77K
$388K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
86+ 40.0% |
$8.65K - $8.9K
|
301
$31K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
80New |
$8.05K - $8.28K
|
80
$8.24K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
79New |
$7.95K - $8.17K
|
79
$8.14K
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
62New |
$6.24K - $6.42K
|
62
$6.39K
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
37New |
$3.72K - $3.83K
|
37
$3.81K
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
29New |
$2.92K - $3K
|
29
$2.99K
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
11New |
$1.11K - $1.14K
|
11
$1.13K
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
5New |
$503 - $517
|
5
$515
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5New |
$503 - $517
|
5
$515
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.08% |
$302 - $310
|
4K
$412K
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3New |
$302 - $310
|
3
$309
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2New |
$201 - $207
|
2
$206
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1New |
$101 - $103
|
1
$103
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 1.52% |
$101 - $103
|
67
$6.9K
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
138KNew |
$13.8M - $14M
|
138K
$14.2M
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
132KNew |
$13.2M - $13.4M
|
132K
$13.6M
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
24.4K+ 51.9% |
$2.45M - $2.48M
|
71.5K
$7.37M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
20.2KNew |
$2.03M - $2.05M
|
20.2K
$2.08M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
18.9KNew |
$1.89M - $1.91M
|
18.9K
$1.94M
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
16.4KNew |
$1.65M - $1.67M
|
16.4K
$1.69M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.58KNew |
$860K - $869K
|
8.58K
$884K
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
8.51K+ 51.91% |
$853K - $862K
|
24.9K
$2.57M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.11KNew |
$513K - $518K
|
5.11K
$527K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.68KNew |
$469K - $474K
|
4.68K
$482K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.3KNew |
$431K - $436K
|
4.3K
$443K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.76KNew |
$377K - $381K
|
3.76K
$388K
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.25K+ 10.17% |
$325K - $329K
|
35.2K
$3.62M
|