Latest Institutional Transactions on Spdr Bloomberg 1 10 Year Tips (TIPX)
This table provides information on the latest institutional transactions involving Spdr Bloomberg 1 10 Year Tips (TIPX) 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 |
---|---|---|---|---|---|---|---|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-3.18K- 19.01% |
$56.9K - $59.3K
|
13.6K
$249K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
818New |
$14.6K - $15.2K
|
818
$15K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.17K- 48.35% |
$56.7K - $59K
|
3.38K
$62.2K
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
320New |
$5.73K - $5.96K
|
320
$5.88K
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
14KNew |
$250K - $260K
|
14K
$256K
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.25K+ 330.08% |
$22.6K - $23.1K
|
1.63K
$29.9K
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-2.87K- 19.61% |
$51.8K - $53K
|
11.8K
$216K
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.68K+ 16.29% |
$30.3K - $31K
|
12K
$220K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.55K- 11.85% |
$27.9K - $28.6K
|
11.5K
$211K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.3KNew |
$276K - $283K
|
15.3K
$281K
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.02K- 13.62% |
$36.5K - $37.4K
|
12.8K
$236K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
133New |
$2.4K - $2.46K
|
133
$2.44K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-254Closed |
$4.58K - $4.7K
|
0
$0
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-763- 6.93% |
$13.8K - $14.1K
|
10.3K
$188K
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-5.62K- 20.25% |
$101K - $104K
|
22.1K
$406K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
525New |
$9.48K - $9.71K
|
525
$9.64K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-393- 2.59% |
$7.09K - $7.27K
|
14.8K
$272K
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.11K- 6.63% |
$20K - $20.4K
|
15.6K
$286K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
262+ 31.64% |
$4.73K - $4.84K
|
1.09K
$20K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-320- 71.91% |
$5.78K - $5.92K
|
125
$2.3K
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.34K- 5.3% |
$24.2K - $24.8K
|
23.9K
$439K
|
|
Q2 2023 | |||||||
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.17KNew |
$21.5K - $22.2K
|
1.17K
$21.5K
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
57.8KNew |
$1.06M - $1.1M
|
57.8K
$1.06M
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.05K- 8.24% |
$19.2K - $19.9K
|
11.6K
$214K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
47.2KNew |
$870K - $898K
|
47.2K
$868K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.18K- 64.58% |
$95.4K - $98.6K
|
2.84K
$52.2K
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
29K+ 54.72% |
$534K - $552K
|
82K
$1.51M
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.06K+ 7.5% |
$19.5K - $20.1K
|
15.2K
$279K
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
56.1KNew |
$1.03M - $1.07M
|
56.1K
$1.03M
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-97.5K- 85.78% |
$1.79M - $1.85M
|
16.2K
$297K
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-18.6K- 57.86% |
$343K - $354K
|
13.6K
$249K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-56- 8.18% |
$1.03K - $1.07K
|
629
$11.6K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-26.5K- 70.42% |
$488K - $504K
|
11.1K
$205K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-344- 2.64% |
$6.33K - $6.54K
|
12.7K
$233K
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.83KNew |
$33.7K - $34.8K
|
1.83K
$33.7K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
172K+ 665.56% |
$3.16M - $3.27M
|
198K
$3.63M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-235- 4.07% |
$4.32K - $4.47K
|
5.55K
$102K
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.39K- 11.77% |
$80.6K - $83.4K
|
32.9K
$604K
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.6KNew |
$195K - $202K
|
10.6K
$195K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11KNew |
$201K - $209K
|
11K
$201K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
959New |
$17.6K - $18.2K
|
959
$17.6K
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-4.99K- 18.13% |
$91.7K - $95K
|
22.5K
$414K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.42K- 42.06% |
$44.4K - $46K
|
3.33K
$61.2K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-40.4K- 74.42% |
$742K - $768K
|
13.9K
$255K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.97K- 11.1% |
$36.2K - $37.5K
|
15.8K
$290K
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
73New |
$1.34K - $1.39K
|
73
$1.34K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-2.41K- 30.49% |
$44.3K - $45.8K
|
5.49K
$101K
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-17.6K- 52.64% |
$323K - $335K
|
15.8K
$291K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-97- 49.24% |
$1.78K - $1.83K
|
100
$1.84K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.27% |
$128 - $132
|
2.61K
$47.9K
|