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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-30.3K- 44.09% |
$2.98M - $3.01M
|
38.4K
$3.97M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
SELL
|
- |
-29.1K- 88.74% |
$2.86M - $2.89M
|
3.69K
$382K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-27.4K- 92.69% |
$2.69M - $2.72M
|
2.16K
$223K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-22.7K- 55.48% |
$2.23M - $2.26M
|
18.2K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-2.93K- 52.34% |
$288K - $291K
|
2.66K
$276K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.63K- 12.74% |
$160K - $162K
|
11.2K
$1.16M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.33K- 65.59% |
$130K - $132K
|
695
$71.9K
|
|
|
May 14, 2024
Q1 2024
|
Mercer Investments LLC
|
SELL
|
- |
-1.24K- 50.0% |
$122K - $124K
|
1.24K
$129K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-891- 24.2% |
$87.6K - $88.6K
|
2.79K
$289K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-753- 10.62% |
$74.1K - $74.9K
|
6.34K
$656K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-734- 23.22% |
$72.2K - $73K
|
2.43K
$251K
|
|
|
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
$226K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-202- 90.99% |
$19.9K - $20.1K
|
20
$2.07K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-74- 1.38% |
$7.28K - $7.36K
|
5.29K
$548K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-49- 0.4% |
$4.82K - $4.87K
|
12.2K
$1.26M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-25- 39.68% |
$2.46K - $2.49K
|
38
$3.93K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-70.2KClosed |
$6.76M - $6.93M
|
0
$0
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-38.4K- 93.68% |
$3.7M - $3.79M
|
2.59K
$268K
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-23.8KClosed |
$2.29M - $2.35M
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-22.3K- 50.51% |
$2.15M - $2.2M
|
21.9K
$2.26M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-5.35K- 25.4% |
$515K - $528K
|
15.7K
$1.63M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-4.37K- 10.9% |
$420K - $431K
|
35.7K
$3.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-2.32K- 2.25% |
$223K - $229K
|
101K
$10.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2.27K- 45.3% |
$218K - $224K
|
2.74K
$283K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2K- 69.35% |
$193K - $197K
|
884
$91.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.29K- 35.45% |
$125K - $128K
|
2.35K
$244K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.05K- 96.33% |
$101K - $104K
|
40
$4.14K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-533- 8.69% |
$51.3K - $52.6K
|
5.6K
$580K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-500- 9.11% |
$48.2K - $49.3K
|
4.99K
$516K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-410- 5.62% |
$39.5K - $40.5K
|
6.89K
$713K
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-395- 10.43% |
$38.1K - $39K
|
3.39K
$351K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-367- 42.33% |
$35.4K - $36.2K
|
500
$51.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-307- 1.51% |
$29.6K - $30.3K
|
20K
$2.07M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-281- 1.87% |
$27.1K - $27.7K
|
14.8K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-250- 1.62% |
$24.1K - $24.7K
|
15.2K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-163Closed |
$15.7K - $16.1K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-153- 56.46% |
$14.7K - $15.1K
|
118
$12.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-119- 3.15% |
$11.5K - $11.7K
|
3.65K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-114- 5.25% |
$11K - $11.2K
|
2.06K
$213K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-103- 23.9% |
$9.92K - $10.2K
|
328
$34K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-87- 2.46% |
$8.38K - $8.59K
|
3.46K
$358K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-46- 53.49% |
$4.43K - $4.54K
|
40
$4.14K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-8- 0.35% |
$771 - $789
|
2.25K
$233K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3- 1.21% |
$289 - $296
|
245
$25.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 5.26% |
$96.3 - $98.7
|
18
$1.86K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-831K- 35.33% |
$80.4M - $81.1M
|
1.52M
$157M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-252K- 96.61% |
$24.4M - $24.6M
|
8.84K
$915K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-199K- 96.78% |
$19.3M - $19.4M
|
6.63K
$687K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-16K- 76.93% |
$1.55M - $1.56M
|
4.8K
$497K
|
|