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 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
7.93KNew |
$773K - $789K
|
7.93K
$817K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.72KNew |
$557K - $569K
|
5.72K
$589K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.24K+ 2.1% |
$413K - $422K
|
206K
$21.3M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
4.12K+ 0.85% |
$401K - $410K
|
490K
$50.5M
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
4.12K+ 0.85% |
$401K - $410K
|
490K
$50.5M
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
4KNew |
$390K - $398K
|
4K
$412K
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.58KNew |
$251K - $257K
|
2.58K
$266K
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.19KNew |
$213K - $218K
|
2.19K
$225K
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.1KNew |
$205K - $209K
|
2.1K
$216K
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
2.07KNew |
$201K - $206K
|
2.07K
$213K
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1.86KNew |
$181K - $185K
|
1.86K
$191K
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
896+ 1.9% |
$87.3K - $89.2K
|
48.2K
$4.96M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
374New |
$36.4K - $37.2K
|
374
$38.5K
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
360New |
$35.1K - $35.8K
|
360
$37.1K
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
306+ 1.89% |
$29.8K - $30.4K
|
16.5K
$1.7M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
263+ 10.1% |
$25.6K - $26.2K
|
2.87K
$295K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
252New |
$24.6K - $25.1K
|
252
$26K
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
143New |
$13.9K - $14.2K
|
143
$14.7K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
139New |
$13.5K - $13.8K
|
139
$14.3K
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
65+ 2.29% |
$6.33K - $6.47K
|
2.91K
$300K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
51New |
$4.97K - $5.07K
|
51
$5.26K
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
41New |
$3.99K - $4.08K
|
41
$4.22K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
31New |
$3.02K - $3.08K
|
31
$3.19K
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19New |
$1.85K - $1.89K
|
19
$1.96K
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
13New |
$1.27K - $1.29K
|
13
$1.34K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1New |
$97.4 - $99.5
|
1
$103
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
223KNew |
$21.6M - $22.1M
|
223K
$23M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
147KNew |
$14.2M - $14.6M
|
147K
$15.1M
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
7.37K+ 5.0% |
$713K - $731K
|
155K
$15.9M
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
7.3KNew |
$707K - $724K
|
7.3K
$752K
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
7.16KNew |
$694K - $710K
|
7.16K
$738K
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.47KNew |
$336K - $344K
|
3.47K
$357K
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
3.07K+ 16.19% |
$297K - $305K
|
22K
$2.27M
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.63KNew |
$255K - $261K
|
2.63K
$271K
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
508New |
$49.2K - $50.4K
|
508
$52.3K
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
402New |
$38.9K - $39.9K
|
402
$41.4K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
318+ 8.71% |
$30.8K - $31.6K
|
3.97K
$409K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
200New |
$19.4K - $19.8K
|
200
$20.6K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
145New |
$14K - $14.4K
|
145
$14.9K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
129+ 2.58% |
$12.5K - $12.8K
|
5.12K
$528K
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
72New |
$6.97K - $7.14K
|
72
$7.42K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
50+ 2.78% |
$4.84K - $4.96K
|
1.85K
$190K
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
22New |
$2.13K - $2.18K
|
22
$2.27K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
5New |
$484 - $496
|
5
$515
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$96.9 - $99.2
|
1
$103
|
|
Q4 2022 | |||||||
Jan 23, 2023
Q4 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
81KNew |
$7.82M - $7.95M
|
81K
$8.34M
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
72KNew |
$6.95M - $7.06M
|
72K
$7.42M
|
|
Feb 08, 2023
Q4 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
67.4KNew |
$6.51M - $6.61M
|
67.4K
$6.95M
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
52.4K+ 900.05% |
$5.06M - $5.14M
|
58.3K
$6M
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
48.1KNew |
$4.64M - $4.72M
|
48.1K
$4.95M
|