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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4K- 54.71% |
$387K - $396K
|
3.31K
$342K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.86K- 4.85% |
$374K - $383K
|
75.8K
$7.85M
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.79K- 77.44% |
$173K - $177K
|
520
$53.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.42K- 31.11% |
$137K - $140K
|
3.13K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-970- 84.42% |
$94K - $96.3K
|
179
$18.5K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-867- 21.74% |
$84K - $86K
|
3.12K
$323K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-736- 21.45% |
$71.3K - $73K
|
2.7K
$279K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-376- 14.01% |
$36.4K - $37.3K
|
2.31K
$239K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-251- 10.72% |
$24.3K - $24.9K
|
2.09K
$216K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-222- 8.6% |
$21.5K - $22K
|
2.36K
$244K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-60- 2.59% |
$5.81K - $5.95K
|
2.25K
$233K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-11- 42.31% |
$1.07K - $1.09K
|
15
$1.55K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-163K- 96.38% |
$15.8M - $16M
|
6.15K
$636K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-37.5K- 99.99% |
$3.62M - $3.68M
|
2
$207
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-17.5K- 52.39% |
$1.69M - $1.72M
|
15.9K
$1.65M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-15.7K- 13.38% |
$1.52M - $1.54M
|
102K
$10.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-8.61K- 64.16% |
$831K - $844K
|
4.81K
$498K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-7.9K- 1.88% |
$763K - $775K
|
412K
$42.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6.1K- 69.87% |
$589K - $598K
|
2.63K
$272K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-5.03K- 51.81% |
$485K - $493K
|
4.67K
$484K
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-4.46K- 63.34% |
$431K - $438K
|
2.58K
$267K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-3.78K- 17.31% |
$365K - $371K
|
18.1K
$1.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-3.43K- 5.89% |
$331K - $337K
|
54.8K
$5.67M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-3.36K- 21.31% |
$324K - $329K
|
12.4K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-2.91K- 9.47% |
$281K - $286K
|
27.8K
$2.88M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-2.63K- 11.77% |
$254K - $258K
|
19.7K
$2.04M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.7K- 41.0% |
$164K - $166K
|
2.44K
$252K
|
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-1.26K- 31.88% |
$122K - $124K
|
2.7K
$279K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-759- 13.29% |
$73.3K - $74.5K
|
4.95K
$513K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-707Closed |
$68.3K - $69.4K
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-625- 62.5% |
$60.4K - $61.3K
|
375
$38.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-506- 87.09% |
$48.9K - $49.6K
|
75
$7.76K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-307- 2.57% |
$29.6K - $30.1K
|
11.6K
$1.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-250- 6.33% |
$24.1K - $24.5K
|
3.7K
$383K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-196- 2.96% |
$18.9K - $19.2K
|
6.43K
$665K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-20- 18.87% |
$1.93K - $1.96K
|
86
$8.9K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-86.3KClosed |
$8.29M - $8.87M
|
0
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-21.3KClosed |
$2.04M - $2.19M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-16.2K- 10.52% |
$1.55M - $1.66M
|
138K
$14.2M
|
|
|
Nov 18, 2022
Q3 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-13.7K- 29.44% |
$1.31M - $1.41M
|
32.7K
$3.39M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-13.5K- 49.93% |
$1.3M - $1.39M
|
13.5K
$1.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-13.2K- 17.33% |
$1.27M - $1.36M
|
63.2K
$6.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-9.54K- 71.42% |
$917K - $981K
|
3.82K
$395K
|
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-6.01K- 4.51% |
$578K - $618K
|
127K
$13.2M
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-6K- 4.36% |
$577K - $617K
|
131K
$13.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-3.97K- 6.15% |
$381K - $408K
|
60.5K
$6.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.49K- 98.81% |
$240K - $257K
|
30
$3.11K
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.29K- 50.78% |
$220K - $235K
|
2.22K
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.99K- 31.32% |
$191K - $205K
|
4.36K
$452K
|
|