Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-934- 12.46% |
$92.2K - $93K
|
6.56K
$663K
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-901- 30.54% |
$88.9K - $89.7K
|
2.05K
$207K
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-890- 25.68% |
$87.8K - $88.6K
|
2.58K
$260K
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-860- 18.63% |
$84.9K - $85.6K
|
3.76K
$379K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-661- 24.36% |
$65.2K - $65.8K
|
2.05K
$207K
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-651- 15.32% |
$64.2K - $64.8K
|
3.6K
$363K
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-635- 18.04% |
$62.7K - $63.2K
|
2.89K
$291K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-513- 99.81% |
$50.6K - $51.1K
|
1
$101
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-300- 30.93% |
$29.6K - $29.9K
|
670
$67.6K
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-286- 21.15% |
$28.2K - $28.5K
|
1.07K
$108K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-274- 4.01% |
$27K - $27.3K
|
6.57K
$663K
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-215- 6.55% |
$21.2K - $21.4K
|
3.07K
$309K
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-205- 10.76% |
$20.2K - $20.4K
|
1.7K
$172K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-200- 25.94% |
$19.7K - $19.9K
|
571
$57.6K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-199- 44.72% |
$19.6K - $19.8K
|
246
$24.8K
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-192- 8.59% |
$18.9K - $19.1K
|
2.04K
$206K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-168- 6.48% |
$16.6K - $16.7K
|
2.42K
$245K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-121- 18.97% |
$11.9K - $12K
|
517
$52.2K
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-66Closed |
$6.51K - $6.57K
|
0
$0
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-45- 18.83% |
$4.44K - $4.48K
|
194
$19.6K
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-31- 6.18% |
$3.06K - $3.09K
|
471
$47.5K
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-22- 0.32% |
$2.17K - $2.19K
|
6.84K
$691K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-22- 84.62% |
$2.17K - $2.19K
|
4
$404
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-22- 0.81% |
$2.17K - $2.19K
|
2.71K
$273K
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-18- 41.86% |
$1.78K - $1.79K
|
25
$2.52K
|
|
Q1 2024 | |||||||
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-55.4K- 30.14% |
$5.45M - $5.51M
|
129K
$13M
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-30.3K- 44.09% |
$2.98M - $3.01M
|
38.4K
$3.87M
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
SELL
|
- |
-29.1K- 88.74% |
$2.86M - $2.89M
|
3.69K
$372K
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-27.4K- 92.69% |
$2.69M - $2.72M
|
2.16K
$218K
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-25.3K- 89.19% |
$2.49M - $2.52M
|
3.07K
$310K
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-22.7K- 55.48% |
$2.23M - $2.26M
|
18.2K
$1.84M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.7K- 42.37% |
$1.35M - $1.36M
|
18.6K
$1.88M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.45K- 13.62% |
$930K - $940K
|
59.9K
$6.05M
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-2.93K- 52.34% |
$288K - $291K
|
2.66K
$269K
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.53K- 23.5% |
$249K - $252K
|
8.25K
$833K
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-2.06K- 8.58% |
$202K - $205K
|
21.9K
$2.21M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.63K- 12.74% |
$160K - $162K
|
11.2K
$1.13M
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.33K- 65.59% |
$130K - $132K
|
695
$70.2K
|
|
May 14, 2024
Q1 2024
|
Mercer Investments LLC
|
SELL
|
- |
-1.24K- 50.0% |
$122K - $124K
|
1.24K
$126K
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-891- 24.2% |
$87.6K - $88.6K
|
2.79K
$282K
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-793- 26.95% |
$78K - $78.9K
|
2.15K
$217K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-753- 10.62% |
$74.1K - $74.9K
|
6.34K
$640K
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-734- 23.22% |
$72.2K - $73K
|
2.43K
$245K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-385Closed |
$37.9K - $38.3K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-270- 11.02% |
$26.6K - $26.9K
|
2.18K
$220K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-202- 90.99% |
$19.9K - $20.1K
|
20
$2.02K
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-100- 3.98% |
$9.84K - $9.95K
|
2.41K
$244K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-74- 1.38% |
$7.28K - $7.36K
|
5.29K
$534K
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-49- 0.4% |
$4.82K - $4.87K
|
12.2K
$1.23M
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-25- 39.68% |
$2.46K - $2.49K
|
38
$3.84K
|