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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
145New |
$14K - $14.4K
|
145
$14.9K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
402New |
$38.9K - $39.9K
|
402
$41.4K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-18.9K- 90.72% |
$1.83M - $1.87M
|
1.93K
$199K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
318+ 8.71% |
$30.8K - $31.6K
|
3.97K
$408K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-60- 2.59% |
$5.81K - $5.95K
|
2.25K
$232K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.47KNew |
$336K - $344K
|
3.47K
$357K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-222- 8.6% |
$21.5K - $22K
|
2.36K
$243K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
147KNew |
$14.2M - $14.6M
|
147K
$15.1M
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.79K- 77.44% |
$173K - $177K
|
520
$53.5K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
22New |
$2.13K - $2.18K
|
22
$2.26K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-74.7K- 5.86% |
$7.24M - $7.41M
|
1.2M
$124M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-11.2K- 66.12% |
$1.09M - $1.11M
|
5.76K
$592K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-867- 21.74% |
$84K - $86K
|
3.12K
$321K
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
7.37K+ 5.0% |
$713K - $731K
|
155K
$15.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
72New |
$6.97K - $7.14K
|
72
$7.41K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4K- 54.71% |
$387K - $396K
|
3.31K
$340K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
3.07K+ 16.19% |
$297K - $305K
|
22K
$2.27M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.63KNew |
$255K - $261K
|
2.63K
$270K
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-5.36K- 19.65% |
$519K - $532K
|
21.9K
$2.25M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.42K- 31.11% |
$137K - $140K
|
3.13K
$322K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-736- 21.45% |
$71.3K - $73K
|
2.7K
$277K
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
7.3KNew |
$707K - $724K
|
7.3K
$751K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
200New |
$19.4K - $19.8K
|
200
$20.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-27.8K- 33.62% |
$2.69M - $2.76M
|
54.9K
$5.65M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
50+ 2.78% |
$4.84K - $4.96K
|
1.85K
$190K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-376- 14.01% |
$36.4K - $37.3K
|
2.31K
$237K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-11- 42.31% |
$1.07K - $1.09K
|
15
$1.54K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-251- 10.72% |
$24.3K - $24.9K
|
2.09K
$215K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
129+ 2.58% |
$12.5K - $12.8K
|
5.12K
$527K
|
|
| Q4 2022 | |||||||
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-307- 2.57% |
$29.6K - $30.1K
|
11.6K
$1.2M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
848New |
$81.9K - $83.2K
|
848
$87.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
72KNew |
$6.95M - $7.06M
|
72K
$7.41M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
25New |
$2.41K - $2.45K
|
25
$2.57K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
520+ 189.09% |
$50.2K - $51K
|
795
$81.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.78K+ 693.75% |
$172K - $174K
|
2.03K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-17.5K- 52.39% |
$1.69M - $1.72M
|
15.9K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.04% |
$96.6 - $98.1
|
2.45K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-37.5K- 99.99% |
$3.62M - $3.68M
|
2
$206
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.09KNew |
$298K - $303K
|
3.09K
$318K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.7KNew |
$261K - $265K
|
2.7K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
180New |
$17.4K - $17.7K
|
180
$18.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
44K+ 1.81% |
$4.25M - $4.32M
|
2.47M
$254M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.4KNew |
$135K - $137K
|
1.4K
$144K
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
48.1KNew |
$4.64M - $4.72M
|
48.1K
$4.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
247New |
$23.9K - $24.2K
|
247
$25.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
20.5K+ 57.79% |
$1.98M - $2.01M
|
55.9K
$5.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-2.91K- 9.47% |
$281K - $286K
|
27.8K
$2.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
17.8K+ 2.47% |
$1.72M - $1.75M
|
738K
$75.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
3.07KNew |
$296K - $301K
|
3.07K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6.1K- 69.87% |
$589K - $598K
|
2.63K
$271K
|
|