Latest Institutional Transactions on Ishares Barclays 0 5 Year Tips (STIP)
This table provides information on the latest institutional transactions involving Ishares Barclays 0 5 Year Tips (STIP) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-16K- 76.93% |
$1.55M - $1.56M
|
4.8K
$493K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.73K+ 14.5% |
$264K - $266K
|
21.5K
$2.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-11.7K- 3.41% |
$1.14M - $1.15M
|
333K
$34.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9.07K- 62.56% |
$878K - $885K
|
5.43K
$558K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-3K- 52.65% |
$290K - $293K
|
2.7K
$277K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4.3K- 52.18% |
$416K - $420K
|
3.94K
$405K
|
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-1.02K- 18.62% |
$99.1K - $99.9K
|
4.48K
$460K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
10New |
$967 - $976
|
10
$1.03K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-62- 0.8% |
$6K - $6.05K
|
7.73K
$794K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.6K- 26.37% |
$155K - $156K
|
4.47K
$459K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.52K- 87.56% |
$340K - $343K
|
500
$51.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-50- 13.19% |
$4.84K - $4.88K
|
329
$33.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1K+ 3.28% |
$97K - $97.9K
|
31.6K
$3.25M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-14K- 60.2% |
$1.35M - $1.36M
|
9.22K
$947K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5- 2.03% |
$484 - $488
|
241
$24.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-783- 10.52% |
$75.7K - $76.4K
|
6.66K
$684K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-24- 0.29% |
$2.32K - $2.34K
|
8.29K
$852K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-30- 1.34% |
$2.9K - $2.93K
|
2.21K
$227K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-16- 57.14% |
$1.55K - $1.56K
|
12
$1.23K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.2K+ 80.7% |
$116K - $117K
|
2.69K
$276K
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.52K+ 1.08% |
$147K - $148K
|
142K
$14.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-2.23K- 16.49% |
$216K - $218K
|
11.3K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.17K- 22.19% |
$113K - $114K
|
4.1K
$421K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-150- 50.0% |
$14.5K - $14.6K
|
150
$15.4K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-199K- 96.78% |
$19.3M - $19.4M
|
6.63K
$681K
|
|
| Q2 2023 | |||||||
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
143New |
$13.9K - $14.2K
|
143
$14.7K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
31New |
$3.02K - $3.08K
|
31
$3.18K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
51New |
$4.97K - $5.07K
|
51
$5.24K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
111KNew |
$10.8M - $11M
|
111K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-549- 80.74% |
$53.5K - $54.6K
|
131
$13.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.58KNew |
$251K - $257K
|
2.58K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-171K- 96.23% |
$16.6M - $17M
|
6.69K
$687K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-12.4K- 16.65% |
$1.21M - $1.23M
|
62.1K
$6.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
25.6KNew |
$2.49M - $2.54M
|
25.6K
$2.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.1KNew |
$205K - $209K
|
2.1K
$216K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 2.98% |
$487 - $498
|
173
$17.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.72KNew |
$557K - $569K
|
5.72K
$587K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1.86KNew |
$181K - $185K
|
1.86K
$191K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.05K- 33.68% |
$102K - $104K
|
2.06K
$211K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-46.6K- 1.09% |
$4.54M - $4.64M
|
4.21M
$433M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-220- 8.2% |
$21.4K - $21.9K
|
2.46K
$253K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
65+ 2.29% |
$6.33K - $6.47K
|
2.91K
$299K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-45- 8.79% |
$4.38K - $4.48K
|
467
$48K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
26.7KNew |
$2.61M - $2.66M
|
26.7K
$2.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Lane Generational LLC
|
SELL
|
- |
-1.26K- 15.82% |
$123K - $126K
|
6.71K
$690K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.08K- 30.39% |
$105K - $107K
|
2.47K
$254K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-478- 5.73% |
$46.6K - $47.6K
|
7.87K
$808K
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.19KNew |
$213K - $218K
|
2.19K
$225K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
263+ 10.1% |
$25.6K - $26.2K
|
2.87K
$294K
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-56.4K- 96.48% |
$5.5M - $5.61M
|
2.06K
$212K
|
|