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 |
---|---|---|---|---|---|---|---|
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
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
682+ 17.3% |
$69.1K - $71.4K
|
4.62K
$466K
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
414+ 4.42% |
$41.9K - $43.3K
|
9.79K
$987K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
217New |
$22K - $22.7K
|
217
$21.9K
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
200+ 2.11% |
$20.3K - $20.9K
|
9.67K
$975K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
184+ 11.94% |
$18.6K - $19.3K
|
1.73K
$174K
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
73+ 2.13% |
$7.39K - $7.64K
|
3.5K
$353K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
71New |
$7.19K - $7.43K
|
71
$7.16K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
68New |
$6.89K - $7.12K
|
68
$6.86K
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
BUY
|
- |
58+ 2.35% |
$5.87K - $6.07K
|
2.53K
$255K
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
BUY
|
- |
13New |
$1.32K - $1.36K
|
13
$1.31K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
10New |
$1.01K - $1.05K
|
10
$1.01K
|
|
Q1 2022 | |||||||
Apr 27, 2022
Q1 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.01MNew |
$105M - $108M
|
1.01M
$102M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
115KNew |
$11.9M - $12.3M
|
115K
$11.6M
|
|
May 12, 2022
Q1 2022
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
31.9K+ 56.2% |
$3.31M - $3.4M
|
88.6K
$8.94M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
10.5KNew |
$1.09M - $1.12M
|
10.5K
$1.06M
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
BUY
|
- |
9.95K+ 155.03% |
$1.03M - $1.06M
|
16.4K
$1.65M
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
8.63KNew |
$896K - $921K
|
8.63K
$870K
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
6.48KNew |
$673K - $692K
|
6.48K
$654K
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2.28KNew |
$236K - $243K
|
2.28K
$230K
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.1KNew |
$114K - $117K
|
1.1K
$110K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
710New |
$73.7K - $75.8K
|
710
$71.6K
|
|
May 17, 2022
Q1 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
200New |
$20.8K - $21.4K
|
200
$20.2K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
140+ 350.0% |
$14.5K - $14.9K
|
180
$18.2K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
16New |
$1.66K - $1.71K
|
16
$1.61K
|
|
Q4 2021 | |||||||
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
6.45KNew |
$679K - $690K
|
6.45K
$651K
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.03KNew |
$318K - $324K
|
3.03K
$305K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
420New |
$44.2K - $44.9K
|
420
$42.4K
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
231New |
$24.3K - $24.7K
|
231
$23.3K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100New |
$10.5K - $10.7K
|
100
$10.1K
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
75New |
$7.89K - $8.03K
|
75
$7.56K
|
|
Jan 20, 2022
Q4 2021
|
Pflug Koory, LLC
|
BUY
|
- |
75New |
$7.89K - $8.03K
|
75
$7.56K
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
41New |
$4.31K - $4.39K
|
41
$4.14K
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
15New |
$1.58K - $1.61K
|
15
$1.51K
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Papp L Roy & Associates
|
BUY
|
- |
4.65K+ 97.89% |
$491K - $498K
|
9.4K
$948K
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.26KNew |
$132K - $134K
|
1.26K
$127K
|
|
Q2 2021 | |||||||
Aug 06, 2021
Q2 2021
|
Schroders Is LTD
|
BUY
|
- |
278KNew |
$29.3M - $29.7M
|
278K
$28M
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
4.97KNew |
$524K - $531K
|
4.97K
$501K
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
425New |
$44.8K - $45.4K
|
425
$42.9K
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40New |
$4.22K - $4.28K
|
40
$4.03K
|
|
Q3 2020 | |||||||
Oct 30, 2020
Q3 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
2.53KNew |
$259K - $263K
|
2.53K
$255K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
96+ 2.25% |
$9.59K - $9.83K
|
4.36K
$440K
|
|
Q3 2019 | |||||||
Oct 18, 2019
Q3 2019
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
148New |
$14.8K - $14.9K
|
148
$14.9K
|
|
Q4 2018 | |||||||
Feb 05, 2019
Q4 2018
|
Westside Investment Management, Inc.
|
BUY
|
- |
737New |
$72K - $72.7K
|
737
$74.3K
|
|
Feb 07, 2019
Q4 2018
|
Jnba Financial Advisors
|
BUY
|
- |
156New |
$15.2K - $15.4K
|
156
$15.7K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
291KNew |
$28.7M - $29M
|
291K
$29.4M
|
|
Oct 10, 2018
Q3 2018
|
Boltwood Capital Management
|
BUY
|
- |
3.3KNew |
$325K - $328K
|
3.3K
$333K
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Covington Capital Management
|
BUY
|
- |
200New |
$20.1K - $20.1K
|
200
$20.2K
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$100 - $101
|
1
$101
|