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 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
87.5KNew |
$8.63M - $8.71M
|
87.5K
$9.01M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
37.3K+ 2.11% |
$3.68M - $3.72M
|
1.81M
$186M
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4.19KNew |
$414K - $417K
|
4.19K
$432K
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.92KNew |
$387K - $390K
|
3.92K
$404K
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.03K+ 6.9% |
$101K - $102K
|
15.9K
$1.64M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.01K+ 3.67% |
$99.9K - $101K
|
28.6K
$2.94M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
526+ 3.89% |
$51.9K - $52.4K
|
14.1K
$1.45M
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
464New |
$45.8K - $46.2K
|
464
$47.8K
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
356+ 14.26% |
$35.1K - $35.4K
|
2.85K
$294K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
305New |
$30.1K - $30.4K
|
305
$31.4K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
185New |
$18.3K - $18.4K
|
185
$19.1K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$9.87K - $9.96K
|
100
$10.3K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
23New |
$2.27K - $2.29K
|
23
$2.37K
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
9+ 0.42% |
$888 - $896
|
2.13K
$219K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8New |
$790 - $797
|
8
$824
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
7+ 8.75% |
$691 - $697
|
87
$8.96K
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4New |
$395 - $398
|
4
$412
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 1.71% |
$197 - $199
|
119
$12.3K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.05% |
$98.7 - $99.6
|
2.1K
$216K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
161K+ 340.08% |
$15.9M - $16.1M
|
209K
$21.5M
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
14.1KNew |
$1.39M - $1.41M
|
14.1K
$1.46M
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
6.45KNew |
$635K - $642K
|
6.45K
$665K
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5.5KNew |
$541K - $547K
|
5.5K
$567K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.74K+ 4.7% |
$466K - $471K
|
106K
$10.9M
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.67KNew |
$459K - $464K
|
4.67K
$481K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.62KNew |
$258K - $261K
|
2.62K
$270K
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.17K+ 44.81% |
$213K - $215K
|
7K
$721K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
793New |
$78K - $78.9K
|
793
$81.7K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
639New |
$62.9K - $63.6K
|
639
$65.8K
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
463+ 4.08% |
$45.5K - $46.1K
|
11.8K
$1.22M
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
353New |
$34.7K - $35.1K
|
353
$36.4K
|
|
Aug 13, 2025
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
333+ 9.04% |
$32.8K - $33.1K
|
4.02K
$414K
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
270New |
$26.6K - $26.9K
|
270
$27.8K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
240New |
$23.6K - $23.9K
|
240
$24.7K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
95New |
$9.34K - $9.45K
|
95
$9.79K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
48New |
$4.72K - $4.77K
|
48
$4.95K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
46+ 18.33% |
$4.52K - $4.58K
|
297
$30.6K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
20+ 0.55% |
$1.97K - $1.99K
|
3.68K
$379K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
8+ 400.0% |
$787 - $796
|
10
$1.03K
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
6New |
$590 - $597
|
6
$618
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
25.7KNew |
$2.48M - $2.54M
|
25.7K
$2.65M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
13.3K+ 18.69% |
$1.28M - $1.31M
|
84.4K
$8.69M
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
12.3K+ 6.99% |
$1.19M - $1.22M
|
189K
$19.5M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12KNew |
$1.16M - $1.18M
|
12K
$1.24M
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
10KNew |
$963K - $987K
|
10K
$1.03M
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
7.97K+ 4.45% |
$767K - $786K
|
187K
$19.3M
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
7.7KNew |
$742K - $760K
|
7.7K
$793K
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
6.58K+ 90.7% |
$634K - $650K
|
13.8K
$1.43M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.76K+ 11.0% |
$555K - $568K
|
58.1K
$5.99M
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.08KNew |
$490K - $502K
|
5.08K
$524K
|