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 |
---|---|---|---|---|---|---|---|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-14K- 60.2% |
$1.35M - $1.36M
|
9.22K
$955K
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9.07K- 62.56% |
$878K - $885K
|
5.43K
$562K
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4.3K- 52.18% |
$416K - $420K
|
3.94K
$408K
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.83K- 53.55% |
$371K - $374K
|
3.32K
$344K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.52K- 87.56% |
$340K - $343K
|
500
$51.8K
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-3K- 52.65% |
$290K - $293K
|
2.7K
$279K
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2.68K- 27.04% |
$259K - $261K
|
7.23K
$748K
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-2.45K- 20.51% |
$237K - $239K
|
9.5K
$984K
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-2.23K- 16.49% |
$216K - $218K
|
11.3K
$1.17M
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.6K- 26.37% |
$155K - $156K
|
4.47K
$462K
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.17K- 22.19% |
$113K - $114K
|
4.1K
$425K
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-1.02K- 18.62% |
$99.1K - $99.9K
|
4.48K
$463K
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-783- 10.52% |
$75.7K - $76.4K
|
6.66K
$690K
|
|
Nov 08, 2023
Q3 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-655- 6.92% |
$63.4K - $63.9K
|
8.81K
$911K
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-150- 50.0% |
$14.5K - $14.6K
|
150
$15.5K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-62- 0.8% |
$6K - $6.05K
|
7.73K
$801K
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-50- 13.19% |
$4.84K - $4.88K
|
329
$34.1K
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-30- 1.34% |
$2.9K - $2.93K
|
2.21K
$229K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-24- 0.29% |
$2.32K - $2.34K
|
8.29K
$858K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-16- 57.14% |
$1.55K - $1.56K
|
12
$1.24K
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-14- 0.62% |
$1.35K - $1.37K
|
2.26K
$234K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5- 2.03% |
$484 - $488
|
241
$24.9K
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-2- 1.5% |
$193 - $195
|
131
$13.6K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-171K- 96.23% |
$16.6M - $17M
|
6.69K
$693K
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-122K- 98.21% |
$11.9M - $12.2M
|
2.23K
$231K
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-46.6K- 1.09% |
$4.54M - $4.64M
|
4.21M
$436M
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-12.4K- 16.65% |
$1.21M - $1.23M
|
62.1K
$6.42M
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.68K- 34.18% |
$748K - $764K
|
14.8K
$1.53M
|
|
Apr 10, 2025
Q2 2023
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-3.15KClosed |
$307K - $313K
|
0
$0
|
|
Aug 07, 2023
Q2 2023
|
Lane Generational LLC
|
SELL
|
- |
-1.26K- 15.82% |
$123K - $126K
|
6.71K
$695K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.05K- 33.68% |
$102K - $104K
|
2.06K
$213K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-876- 0.25% |
$85.3K - $87.2K
|
347K
$35.9M
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-801- 26.98% |
$78K - $79.7K
|
2.17K
$224K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-624- 93.83% |
$60.8K - $62.1K
|
41
$4.24K
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-549- 80.74% |
$53.5K - $54.6K
|
131
$13.6K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-485- 40.02% |
$47.3K - $48.3K
|
727
$75.3K
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-478- 5.73% |
$46.6K - $47.6K
|
7.87K
$815K
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-365- 14.28% |
$35.6K - $36.3K
|
2.19K
$227K
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-220- 8.2% |
$21.4K - $21.9K
|
2.46K
$255K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-204- 51.65% |
$19.9K - $20.3K
|
191
$19.8K
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-170- 4.27% |
$16.6K - $16.9K
|
3.81K
$395K
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-134- 40.12% |
$13.1K - $13.3K
|
200
$20.7K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-45- 8.79% |
$4.38K - $4.48K
|
467
$48.3K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-30- 69.77% |
$2.92K - $2.99K
|
13
$1.35K
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-226K- 97.58% |
$21.9M - $22.5M
|
5.62K
$582K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-74.7K- 5.86% |
$7.24M - $7.41M
|
1.2M
$124M
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-27.8K- 33.62% |
$2.69M - $2.76M
|
54.9K
$5.68M
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-18.9K- 90.72% |
$1.83M - $1.87M
|
1.93K
$200K
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-11.2K- 66.12% |
$1.09M - $1.11M
|
5.76K
$596K
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-5.36K- 19.65% |
$519K - $532K
|
21.9K
$2.27M
|