Latest Institutional Transactions on Pimco ETF Tr 1 5 Yr Us Tips In (STPZ)
This table provides information on the latest institutional transactions involving Pimco ETF Tr 1 5 Yr Us Tips In (STPZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.43K+ 13.39% |
$441K - $455K
|
71.4K
$3.82M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-5.57K- 6.05% |
$292K - $301K
|
86.6K
$4.64M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.57K+ 0.86% |
$82K - $84.6K
|
183K
$9.8M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.5KNew |
$915K - $945K
|
17.5K
$938K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1+ 0.18% |
$52.3 - $54
|
564
$30.2K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
42.1KNew |
$2.2M - $2.28M
|
42.1K
$2.26M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
73New |
$3.82K - $3.94K
|
73
$3.91K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-516- 0.38% |
$27K - $27.9K
|
137K
$7.34M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
13New |
$680 - $702
|
13
$697
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-526- 11.94% |
$27.5K - $28.4K
|
3.88K
$208K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
200New |
$10.5K - $10.8K
|
200
$10.7K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
396+ 7.83% |
$20.7K - $21.4K
|
5.45K
$292K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-11.7K- 4.18% |
$613K - $633K
|
268K
$14.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-350K- 96.66% |
$18.3M - $18.9M
|
12.1K
$649K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-49- 4.28% |
$2.56K - $2.65K
|
1.1K
$58.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
12New |
$628 - $648
|
12
$643
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-192- 74.71% |
$10K - $10.4K
|
65
$3.48K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.15K+ 8.91% |
$165K - $170K
|
38.5K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.09K- 9.03% |
$476K - $491K
|
91.7K
$4.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.49K+ 89.71% |
$287K - $297K
|
11.6K
$622K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.09K- 7.63% |
$162K - $167K
|
37.4K
$2M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-18K- 33.16% |
$944K - $975K
|
36.4K
$1.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7+ 0.09% |
$366 - $378
|
7.87K
$422K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 1.39% |
$63.1K - $65.2K
|
88K
$4.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.39K- 0.89% |
$229K - $237K
|
486K
$26.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.13K+ 14.25% |
$111K - $115K
|
17.1K
$915K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-75- 16.48% |
$3.92K - $4.05K
|
380
$20.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
51+ 1.02% |
$2.67K - $2.76K
|
5.05K
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.41K+ 22.18% |
$178K - $184K
|
18.8K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36- 0.4% |
$1.88K - $1.94K
|
8.95K
$480K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
70+ 0.47% |
$3.66K - $3.78K
|
15.1K
$807K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
592+ 5.71% |
$31K - $32K
|
11K
$587K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
185+ 2.12% |
$9.68K - $9.99K
|
8.92K
$478K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-335- 6.56% |
$17.5K - $18.1K
|
4.77K
$256K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.3K- 14.63% |
$1.01M - $1.02M
|
113K
$6.04M
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
8.26KNew |
$431K - $437K
|
8.26K
$443K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
34New |
$1.77K - $1.8K
|
34
$1.82K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.65KNew |
$190K - $193K
|
3.65K
$195K
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
BUY
|
- |
77New |
$4.02K - $4.07K
|
77
$4.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-3.35K- 40.97% |
$175K - $177K
|
4.82K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
4.48K+ 16.83% |
$234K - $237K
|
31.1K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.29K- 18.83% |
$67.4K - $68.3K
|
5.57K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1- 1.12% |
$52.2 - $52.9
|
88
$4.72K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
10.7KNew |
$556K - $563K
|
10.7K
$571K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
450New |
$23.5K - $23.8K
|
450
$24.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
805+ 7.4% |
$42K - $42.6K
|
11.7K
$626K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-13- 52.0% |
$678 - $687
|
12
$643
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
5.07KNew |
$265K - $268K
|
5.07K
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
129KNew |
$6.71M - $6.8M
|
129K
$6.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.03KNew |
$53.7K - $54.4K
|
1.03K
$55.2K
|
|