Latest Institutional Purchases of Ishares Barclays 0 5 Year Tips (STIP)
This list provides information on the latest institutional transactions involving Ishares Barclays 0 5 Year Tips (STIP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
6New |
$579 - $589
|
6
$607
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.04% |
$96.6 - $98.1
|
2.45K
$248K
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2022 | |||||||
May 15, 2023
Q3 2022
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
719KNew |
$69.1M - $73.9M
|
719K
$72.8M
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
134KNew |
$12.9M - $13.8M
|
134K
$13.5M
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
126KNew |
$12.1M - $13M
|
126K
$12.8M
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
67.1K+ 73.34% |
$6.45M - $6.91M
|
159K
$16.1M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
51.6K+ 79.0% |
$4.96M - $5.31M
|
117K
$11.8M
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
35.6KNew |
$3.42M - $3.66M
|
35.6K
$3.6M
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
BUY
|
- |
31.5K+ 26.03% |
$3.02M - $3.24M
|
152K
$15.4M
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
25.3KNew |
$2.43M - $2.6M
|
25.3K
$2.56M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
17K+ 68.18% |
$1.63M - $1.75M
|
41.9K
$4.24M
|
|
Oct 24, 2022
Q3 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
12.3K+ 11.53% |
$1.18M - $1.27M
|
119K
$12.1M
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.7KNew |
$1.12M - $1.2M
|
11.7K
$1.18M
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
9.3KNew |
$893K - $956K
|
9.3K
$941K
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
BUY
|
- |
8.22KNew |
$790K - $846K
|
8.22K
$832K
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
7.5K+ 11.67% |
$720K - $771K
|
71.7K
$7.26M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.15K+ 10.67% |
$687K - $735K
|
74.2K
$7.51M
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
3.35KNew |
$322K - $345K
|
3.35K
$339K
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.25KNew |
$313K - $335K
|
3.25K
$329K
|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.77KNew |
$266K - $285K
|
2.77K
$280K
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.34KNew |
$225K - $241K
|
2.34K
$237K
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.2K+ 69.37% |
$212K - $226K
|
5.37K
$544K
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.18KNew |
$210K - $225K
|
2.18K
$221K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.05K+ 4.61% |
$101K - $108K
|
23.7K
$2.4M
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
767New |
$73.7K - $78.9K
|
767
$77.6K
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
750New |
$72.1K - $77.1K
|
750
$75.9K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
668New |
$64.2K - $68.7K
|
668
$67.6K
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
405New |
$38.9K - $41.7K
|
405
$41K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
270New |
$25.9K - $27.8K
|
270
$27.3K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
265New |
$25.5K - $27.3K
|
265
$26.8K
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
258+ 10.17% |
$24.8K - $26.5K
|
2.79K
$283K
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
250New |
$24K - $25.7K
|
250
$25.3K
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
208+ 6.52% |
$20K - $21.4K
|
3.4K
$344K
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
181+ 0.11% |
$17.4K - $18.6K
|
166K
$16.8M
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
157+ 2.59% |
$15.1K - $16.1K
|
6.22K
$630K
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
20New |
$1.92K - $2.06K
|
20
$2.02K
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 0.15% |
$384 - $411
|
2.7K
$273K
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 3.57% |
$96.1 - $103
|
29
$2.93K
|
|
Q2 2022 | |||||||
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
97.9KNew |
$9.91M - $10.2M
|
97.9K
$9.91M
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
82KNew |
$8.3M - $8.58M
|
82K
$8.3M
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
79.8KNew |
$8.08M - $8.35M
|
79.8K
$8.07M
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
BUY
|
- |
58.6K+ 19.14% |
$5.94M - $6.13M
|
365K
$36.9M
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
47.9KNew |
$4.85M - $5.01M
|
47.9K
$4.85M
|
|
Aug 05, 2022
Q2 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
34.5KNew |
$3.49M - $3.61M
|
34.5K
$3.49M
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
24.7KNew |
$2.5M - $2.58M
|
24.7K
$2.5M
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
11.5K+ 50.14% |
$1.17M - $1.21M
|
34.5K
$3.49M
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
10.7K+ 11.73% |
$1.08M - $1.12M
|
102K
$10.3M
|
|
Jul 07, 2022
Q2 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
9.7KNew |
$982K - $1.02M
|
9.7K
$982K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
6.98K+ 59.74% |
$707K - $731K
|
18.7K
$1.89M
|