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 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.26K+ 2.71% |
$410K - $420K
|
162K
$16.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.15KNew |
$399K - $409K
|
4.15K
$427K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.79KNew |
$365K - $374K
|
3.79K
$390K
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
3.2KNew |
$308K - $316K
|
3.2K
$330K
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.94KNew |
$284K - $291K
|
2.94K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
2.94KNew |
$283K - $290K
|
2.94K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
2.65KNew |
$255K - $261K
|
2.65K
$273K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
2.27KNew |
$218K - $224K
|
2.27K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
2.15KNew |
$207K - $212K
|
2.15K
$222K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$96.3K - $98.7K
|
1K
$103K
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
957+ 5.71% |
$92.2K - $94.4K
|
17.7K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
745New |
$71.8K - $73.5K
|
745
$76.8K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
309+ 22.6% |
$29.8K - $30.5K
|
1.68K
$173K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
280New |
$27K - $27.6K
|
280
$28.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
273New |
$26.3K - $26.9K
|
273
$28.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
140New |
$13.5K - $13.8K
|
140
$14.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
76New |
$7.32K - $7.5K
|
76
$7.83K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
59New |
$5.68K - $5.82K
|
59
$6.08K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
36New |
$3.47K - $3.55K
|
36
$3.71K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12+ 0.49% |
$1.16K - $1.18K
|
2.45K
$253K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
11New |
$1.06K - $1.09K
|
11
$1.13K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11New |
$1.06K - $1.09K
|
11
$1.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8+ 0.29% |
$771 - $789
|
2.8K
$288K
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
7New |
$674 - $691
|
7
$721
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3New |
$289 - $296
|
3
$309
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.87% |
$193 - $197
|
232
$23.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 50.0% |
$96.3 - $98.7
|
3
$309
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
National Mutual Funds Management LTD
Sydney, C3 |
BUY
|
- |
148KNew |
$14.4M - $14.5M
|
148K
$15.3M
|
|
|
Nov 14, 2023
Q3 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
65.4KNew |
$6.33M - $6.38M
|
65.4K
$6.74M
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
9.62KNew |
$930K - $938K
|
9.62K
$991K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.73K+ 14.5% |
$264K - $266K
|
21.5K
$2.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.59KNew |
$251K - $253K
|
2.59K
$267K
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.52K+ 1.08% |
$147K - $148K
|
142K
$14.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.2K+ 80.7% |
$116K - $117K
|
2.69K
$277K
|
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1K+ 3.28% |
$97K - $97.9K
|
31.6K
$3.26M
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
297New |
$28.7K - $29K
|
297
$30.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
246New |
$23.8K - $24K
|
246
$25.3K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
235New |
$22.7K - $22.9K
|
235
$24.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
113New |
$10.9K - $11K
|
113
$11.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
83New |
$8.03K - $8.1K
|
83
$8.55K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
59+ 1.61% |
$5.71K - $5.76K
|
3.73K
$385K
|
|
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
17New |
$1.64K - $1.66K
|
17
$1.75K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
10New |
$967 - $976
|
10
$1.03K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 250.0% |
$484 - $488
|
7
$721
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4+ 1.0% |
$387 - $390
|
404
$41.6K
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1+ 0.03% |
$96.7 - $97.6
|
3.01K
$310K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
111KNew |
$10.8M - $11M
|
111K
$11.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
46.8K+ 87.29% |
$4.56M - $4.66M
|
100K
$10.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
26.7KNew |
$2.61M - $2.66M
|
26.7K
$2.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
25.6KNew |
$2.49M - $2.54M
|
25.6K
$2.63M
|
|