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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
402KNew |
$40.3M - $40.7M
|
402K
$41.3M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-46.4K- 36.24% |
$4.65M - $4.71M
|
81.7K
$8.39M
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
12.1K+ 1.7% |
$1.21M - $1.23M
|
723K
$74.2M
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
325+ 2.4% |
$32.6K - $32.9K
|
13.9K
$1.43M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
37K+ 305.13% |
$3.71M - $3.75M
|
49.2K
$5.05M
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-3.01K- 32.99% |
$302K - $305K
|
6.11K
$628K
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
440KNew |
$44.1M - $44.6M
|
440K
$45.2M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
49+ 0.8% |
$4.91K - $4.97K
|
6.18K
$634K
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.1KNew |
$310K - $314K
|
3.1K
$318K
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
252K+ 55.39% |
$25.2M - $25.5M
|
706K
$72.5M
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 0.69% |
$702 - $709
|
1.02K
$104K
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6.78KNew |
$679K - $687K
|
6.78K
$696K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5- 83.33% |
$501 - $507
|
1
$103
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
750New |
$75.2K - $76K
|
750
$77K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
15+ 0.55% |
$1.5K - $1.52K
|
2.75K
$282K
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
8+ 1.7% |
$802 - $811
|
479
$49.2K
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.66K+ 113.86% |
$366K - $370K
|
6.87K
$705K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-9.62K- 99.99% |
$964K - $974K
|
1
$103
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5New |
$501 - $507
|
5
$514
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
82.7K+ 4.56% |
$8.29M - $8.38M
|
1.89M
$195M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.37K+ 44.96% |
$538K - $544K
|
17.3K
$1.78M
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.93K+ 73.38% |
$193K - $196K
|
4.56K
$468K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.72K+ 176.39% |
$473K - $478K
|
7.39K
$759K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.93K+ 38.49% |
$695K - $703K
|
24.9K
$2.56M
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
20.4KNew |
$2.04M - $2.07M
|
20.4K
$2.1M
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-25- 0.31% |
$2.51K - $2.53K
|
7.98K
$819K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.54K- 38.0% |
$154K - $156K
|
2.51K
$257K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-432- 4.04% |
$43.3K - $43.8K
|
10.3K
$1.05M
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-26.7K- 68.06% |
$2.68M - $2.71M
|
12.5K
$1.29M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
159K+ 91.6% |
$15.9M - $16.1M
|
332K
$34.1M
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
18+ 0.65% |
$1.8K - $1.82K
|
2.79K
$287K
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
175KNew |
$17.5M - $17.7M
|
175K
$17.9M
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.54KNew |
$355K - $359K
|
3.54K
$364K
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-184- 6.84% |
$18.4K - $18.6K
|
2.51K
$258K
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
4.81KNew |
$482K - $488K
|
4.81K
$494K
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-45- 13.04% |
$4.51K - $4.56K
|
300
$30.8K
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
14.2KNew |
$1.42M - $1.44M
|
14.2K
$1.46M
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
92+ 0.2% |
$9.22K - $9.32K
|
46.2K
$4.74M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.09K+ 6.19% |
$410K - $414K
|
70.2K
$7.21M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.69K- 31.49% |
$971K - $982K
|
21.1K
$2.16M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
13.6K+ 3.78% |
$1.37M - $1.38M
|
374K
$38.5M
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
5.4K+ 9.98% |
$541K - $547K
|
59.5K
$6.11M
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.76K+ 32.08% |
$276K - $279K
|
11.4K
$1.17M
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
852+ 18.35% |
$85.4K - $86.4K
|
5.49K
$564K
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
16.4KNew |
$1.65M - $1.67M
|
16.4K
$1.69M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-450- 7.96% |
$45.1K - $45.6K
|
5.2K
$534K
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-304K- 31.7% |
$30.5M - $30.8M
|
655K
$67.3M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-14.7K- 14.73% |
$1.47M - $1.49M
|
84.9K
$8.72M
|
|
Jan 31, 2025
Q4 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-2.23K- 0.42% |
$223K - $226K
|
523K
$53.7M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.51K- 8.96% |
$452K - $457K
|
45.8K
$4.71M
|