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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
25.7KNew |
$2.48M - $2.54M
|
25.7K
$2.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
13.3K+ 18.69% |
$1.28M - $1.31M
|
84.4K
$8.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
12.3K+ 6.99% |
$1.19M - $1.22M
|
189K
$19M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12KNew |
$1.16M - $1.18M
|
12K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
10KNew |
$963K - $987K
|
10K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
7.97K+ 4.45% |
$767K - $786K
|
187K
$18.9M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
7.7KNew |
$742K - $760K
|
7.7K
$776K
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
6.58K+ 90.7% |
$634K - $650K
|
13.8K
$1.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.76K+ 11.0% |
$555K - $568K
|
58.1K
$5.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.08KNew |
$490K - $502K
|
5.08K
$512K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.26K+ 2.71% |
$410K - $420K
|
162K
$16.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.15KNew |
$399K - $409K
|
4.15K
$418K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.79KNew |
$365K - $374K
|
3.79K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
3.2KNew |
$308K - $316K
|
3.2K
$323K
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.94KNew |
$284K - $291K
|
2.94K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
2.94KNew |
$283K - $290K
|
2.94K
$296K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
2.65KNew |
$255K - $261K
|
2.65K
$267K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
2.27KNew |
$218K - $224K
|
2.27K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
2.15KNew |
$207K - $212K
|
2.15K
$217K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$96.3K - $98.7K
|
1K
$101K
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
957+ 5.71% |
$92.2K - $94.4K
|
17.7K
$1.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
745New |
$71.8K - $73.5K
|
745
$75.1K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
309+ 22.6% |
$29.8K - $30.5K
|
1.68K
$169K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
300New |
$28.9K - $29.6K
|
300
$30.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
300New |
$28.9K - $29.6K
|
300
$30.2K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
283+ 9.69% |
$27.3K - $27.9K
|
3.2K
$323K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
280New |
$27K - $27.6K
|
280
$28.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
273New |
$26.3K - $26.9K
|
273
$27.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
158New |
$15.2K - $15.6K
|
158
$15.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
140New |
$13.5K - $13.8K
|
140
$14.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
132New |
$12.7K - $13K
|
132
$13.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
82+ 2.49% |
$7.9K - $8.09K
|
3.37K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
76New |
$7.32K - $7.5K
|
76
$7.66K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
59New |
$5.68K - $5.82K
|
59
$5.95K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
36New |
$3.47K - $3.55K
|
36
$3.63K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
13New |
$1.25K - $1.28K
|
13
$1.31K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12+ 0.49% |
$1.16K - $1.18K
|
2.45K
$247K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
11New |
$1.06K - $1.09K
|
11
$1.11K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11New |
$1.06K - $1.09K
|
11
$1.11K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8+ 0.29% |
$771 - $789
|
2.8K
$282K
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
7New |
$674 - $691
|
7
$706
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3New |
$289 - $296
|
3
$302
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.87% |
$193 - $197
|
232
$23.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 50.0% |
$96.3 - $98.7
|
3
$302
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
National Mutual Funds Management LTD
Sydney, C3 |
BUY
|
- |
148KNew |
$14.4M - $14.5M
|
148K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
65.4KNew |
$6.33M - $6.38M
|
65.4K
$6.59M
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
9.62KNew |
$930K - $938K
|
9.62K
$969K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.96KNew |
$867K - $874K
|
8.96K
$903K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.73K+ 14.5% |
$264K - $266K
|
21.5K
$2.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.59KNew |
$251K - $253K
|
2.59K
$261K
|
|