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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.38K- 18.2% |
$138K - $140K
|
6.2K
$637K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-117- 3.16% |
$11.7K - $11.9K
|
3.59K
$368K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
115+ 0.38% |
$11.5K - $11.7K
|
30.6K
$3.14M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-188- 0.89% |
$18.8K - $19.1K
|
21K
$2.15M
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.67KNew |
$268K - $271K
|
2.67K
$274K
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.24K+ 15.92% |
$124K - $126K
|
9.04K
$928K
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
228+ 4.21% |
$22.9K - $23.1K
|
5.65K
$580K
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
2.09K+ 6.86% |
$210K - $212K
|
32.5K
$3.34M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
3.45K+ 24.99% |
$346K - $350K
|
17.3K
$1.77M
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
3.66KNew |
$367K - $371K
|
3.66K
$376K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.12K+ 8.14% |
$312K - $316K
|
41.4K
$4.25M
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.32K- 28.03% |
$332K - $336K
|
8.51K
$874K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-33.7K- 27.99% |
$3.38M - $3.42M
|
86.7K
$8.91M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
88+ 293.33% |
$8.82K - $8.92K
|
118
$12.1K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.3K- 54.84% |
$1.73M - $1.75M
|
14.2K
$1.46M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.6K- 8.03% |
$1.07M - $1.08M
|
122K
$12.5M
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.75K+ 4.54% |
$577K - $583K
|
132K
$13.6M
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.67KNew |
$267K - $270K
|
2.67K
$274K
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-26- 0.61% |
$2.61K - $2.64K
|
4.22K
$434K
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
3.66KNew |
$367K - $371K
|
3.66K
$376K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
250New |
$25.1K - $25.3K
|
250
$25.7K
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
103KNew |
$10.3M - $10.4M
|
103K
$10.6M
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
3.83KNew |
$384K - $388K
|
3.83K
$393K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
164+ 7.78% |
$16.4K - $16.6K
|
2.27K
$233K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-588- 5.83% |
$58.9K - $59.6K
|
9.5K
$975K
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
8.51K+ 51.91% |
$853K - $862K
|
24.9K
$2.56M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
624+ 0.17% |
$62.5K - $63.2K
|
372K
$38.2M
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-461- 7.16% |
$46.2K - $46.7K
|
5.98K
$614K
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
910+ 5.9% |
$91.2K - $92.2K
|
16.3K
$1.68M
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 0.58% |
$401 - $405
|
692
$71.1K
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.58K- 56.73% |
$258K - $261K
|
1.97K
$202K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-618- 6.77% |
$61.9K - $62.6K
|
8.52K
$875K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.3K+ 3.19% |
$1.64M - $1.66M
|
529K
$54.3M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.26K+ 1.93% |
$126K - $127K
|
66.2K
$6.8M
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
104New |
$10.4K - $10.5K
|
104
$10.7K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-87.7K- 47.82% |
$8.79M - $8.88M
|
95.7K
$9.83M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-123- 3.98% |
$12.3K - $12.5K
|
2.97K
$305K
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.45K+ 97.65% |
$245K - $248K
|
4.95K
$509K
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
115KNew |
$11.5M - $11.6M
|
115K
$11.8M
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
17.4K+ 9.67% |
$1.74M - $1.76M
|
197K
$20.2M
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
14.2K+ 8.58% |
$1.42M - $1.44M
|
180K
$18.5M
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
8.22K+ 7.37% |
$824K - $834K
|
120K
$12.3M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
581+ 2.99% |
$58.2K - $58.9K
|
20K
$2.05M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.5K- 34.97% |
$1.26M - $1.27M
|
23.3K
$2.4M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-108- 91.53% |
$10.8K - $10.9K
|
10
$1.03K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.78K+ 9.4% |
$279K - $282K
|
32.4K
$3.33M
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.52K+ 69.7% |
$253K - $255K
|
6.13K
$630K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
25.7K+ 3.18% |
$2.58M - $2.61M
|
836K
$85.9M
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-449- 2.78% |
$45K - $45.5K
|
15.7K
$1.61M
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
6.03KNew |
$604K - $611K
|
6.03K
$619K
|