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 |
---|---|---|---|---|---|---|---|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.25KNew |
$313K - $335K
|
3.25K
$328K
|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.77KNew |
$266K - $285K
|
2.77K
$279K
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.34KNew |
$225K - $241K
|
2.34K
$236K
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.2K+ 69.37% |
$212K - $226K
|
5.37K
$542K
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.18KNew |
$210K - $225K
|
2.18K
$220K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.05K+ 4.61% |
$101K - $108K
|
23.7K
$2.39M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
927+ 2.92% |
$89.1K - $95.3K
|
32.7K
$3.29M
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
767New |
$73.7K - $78.9K
|
767
$77.3K
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
750New |
$72.1K - $77.1K
|
750
$75.6K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
668New |
$64.2K - $68.7K
|
668
$67.3K
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
405New |
$38.9K - $41.7K
|
405
$40.8K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
270New |
$25.9K - $27.8K
|
270
$27.2K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
265New |
$25.5K - $27.3K
|
265
$26.7K
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
258+ 10.17% |
$24.8K - $26.5K
|
2.79K
$282K
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
250New |
$24K - $25.7K
|
250
$25.2K
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
208+ 6.52% |
$20K - $21.4K
|
3.4K
$342K
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
181+ 0.11% |
$17.4K - $18.6K
|
166K
$16.8M
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
157+ 2.59% |
$15.1K - $16.1K
|
6.22K
$627K
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
20New |
$1.92K - $2.06K
|
20
$2.02K
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 0.15% |
$384 - $411
|
2.7K
$272K
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 3.57% |
$96.1 - $103
|
29
$2.92K
|
|
Q2 2022 | |||||||
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
97.9KNew |
$9.91M - $10.2M
|
97.9K
$9.87M
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
82KNew |
$8.3M - $8.58M
|
82K
$8.27M
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
79.8KNew |
$8.08M - $8.35M
|
79.8K
$8.04M
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
73.8KNew |
$7.47M - $7.72M
|
73.8K
$7.44M
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
BUY
|
- |
58.6K+ 19.14% |
$5.94M - $6.13M
|
365K
$36.8M
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
47.9KNew |
$4.85M - $5.01M
|
47.9K
$4.83M
|
|
Aug 05, 2022
Q2 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
34.5KNew |
$3.49M - $3.61M
|
34.5K
$3.48M
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
24.7KNew |
$2.5M - $2.58M
|
24.7K
$2.49M
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
11.5K+ 50.14% |
$1.17M - $1.21M
|
34.5K
$3.48M
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
10.7K+ 11.73% |
$1.08M - $1.12M
|
102K
$10.3M
|
|
Jul 07, 2022
Q2 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
9.7KNew |
$982K - $1.02M
|
9.7K
$978K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
6.98K+ 59.74% |
$707K - $731K
|
18.7K
$1.88M
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6.34KNew |
$642K - $663K
|
6.34K
$639K
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.22KNew |
$528K - $546K
|
5.22K
$526K
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
5.16K+ 39.97% |
$522K - $540K
|
18.1K
$1.82M
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.6KNew |
$466K - $481K
|
4.6K
$464K
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
3.7KNew |
$375K - $387K
|
3.7K
$373K
|
|
Aug 10, 2022
Q2 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.35KNew |
$339K - $351K
|
3.35K
$338K
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
3KNew |
$304K - $314K
|
3K
$303K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.71K+ 6.09% |
$274K - $284K
|
47.2K
$4.76M
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.47KNew |
$250K - $259K
|
2.47K
$249K
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
2.37K+ 84.19% |
$240K - $248K
|
5.19K
$523K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.28KNew |
$231K - $238K
|
2.28K
$230K
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.25KNew |
$228K - $236K
|
2.25K
$227K
|
|
Aug 04, 2022
Q2 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.13K+ 2.64% |
$215K - $223K
|
82.7K
$8.34M
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.81KNew |
$184K - $190K
|
1.81K
$183K
|
|
Aug 05, 2022
Q2 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 2.01% |
$150K - $155K
|
74.9K
$7.55M
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.36KNew |
$137K - $142K
|
1.36K
$137K
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.04K+ 9.85% |
$105K - $109K
|
11.6K
$1.17M
|