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 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-83.5K- 44.99% |
$8.09M - $8.29M
|
102K
$10.3M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-74.7K- 5.86% |
$7.24M - $7.41M
|
1.2M
$121M
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-27.8K- 33.62% |
$2.69M - $2.76M
|
54.9K
$5.54M
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-18.9K- 90.72% |
$1.83M - $1.87M
|
1.93K
$195K
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-11.2K- 66.12% |
$1.09M - $1.11M
|
5.76K
$581K
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-5.36K- 19.65% |
$519K - $532K
|
21.9K
$2.21M
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4.54K- 68.79% |
$439K - $450K
|
2.06K
$208K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4K- 54.71% |
$387K - $396K
|
3.31K
$334K
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.86K- 4.85% |
$374K - $383K
|
75.8K
$7.65M
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.79K- 77.44% |
$173K - $177K
|
520
$52.5K
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.42K- 31.11% |
$137K - $140K
|
3.13K
$316K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.06K- 30.79% |
$102K - $105K
|
2.38K
$240K
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-970- 84.42% |
$94K - $96.3K
|
179
$18.1K
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-867- 21.74% |
$84K - $86K
|
3.12K
$315K
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-736- 21.45% |
$71.3K - $73K
|
2.7K
$272K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-376- 14.01% |
$36.4K - $37.3K
|
2.31K
$233K
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-251- 10.72% |
$24.3K - $24.9K
|
2.09K
$211K
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-222- 8.6% |
$21.5K - $22K
|
2.36K
$238K
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-60- 2.59% |
$5.81K - $5.95K
|
2.25K
$228K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-11- 42.31% |
$1.07K - $1.09K
|
15
$1.51K
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-167K- 98.6% |
$16.2M - $16.4M
|
2.37K
$239K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-163K- 96.38% |
$15.8M - $16M
|
6.15K
$620K
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-37.5K- 99.99% |
$3.62M - $3.68M
|
2
$202
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-28.2K- 91.88% |
$2.72M - $2.76M
|
2.49K
$251K
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-17.5K- 52.39% |
$1.69M - $1.72M
|
15.9K
$1.61M
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-15.7K- 13.38% |
$1.52M - $1.54M
|
102K
$10.3M
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-8.61K- 64.16% |
$831K - $844K
|
4.81K
$485K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-7.9K- 1.88% |
$763K - $775K
|
412K
$41.6M
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6.1K- 69.87% |
$589K - $598K
|
2.63K
$265K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-5.03K- 51.81% |
$485K - $493K
|
4.67K
$472K
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-4.46K- 63.34% |
$431K - $438K
|
2.58K
$261K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.2K- 73.88% |
$406K - $412K
|
1.49K
$150K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-3.78K- 17.31% |
$365K - $371K
|
18.1K
$1.82M
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-3.43K- 5.89% |
$331K - $337K
|
54.8K
$5.53M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-3.36K- 21.31% |
$324K - $329K
|
12.4K
$1.25M
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-2.91K- 9.47% |
$281K - $286K
|
27.8K
$2.81M
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-2.63K- 11.77% |
$254K - $258K
|
19.7K
$1.99M
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.21K- 50.17% |
$214K - $217K
|
2.2K
$222K
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.7K- 41.0% |
$164K - $166K
|
2.44K
$246K
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-1.26K- 31.88% |
$122K - $124K
|
2.7K
$272K
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-969- 30.27% |
$93.6K - $95.1K
|
2.23K
$225K
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-759- 13.29% |
$73.3K - $74.5K
|
4.95K
$500K
|
|
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
$37.9K
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-578- 11.69% |
$55.8K - $56.7K
|
4.37K
$441K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-506- 87.09% |
$48.9K - $49.6K
|
75
$7.57K
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-307- 2.57% |
$29.6K - $30.1K
|
11.6K
$1.17M
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-250- 6.33% |
$24.1K - $24.5K
|
3.7K
$373K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-196- 2.96% |
$18.9K - $19.2K
|
6.43K
$649K
|