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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
383New |
$38.5K - $39.6K
|
383
$39.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
375+ 12.43% |
$37.7K - $38.8K
|
3.39K
$349K
|
|
|
Jan 05, 2026
Q1 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
320+ 26.89% |
$32.2K - $33.1K
|
1.51K
$155K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
267New |
$26.9K - $27.6K
|
267
$27.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
200New |
$20.1K - $20.7K
|
200
$20.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
200New |
$20.1K - $20.7K
|
200
$20.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
110+ 0.92% |
$11.1K - $11.4K
|
12K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
80New |
$8.05K - $8.28K
|
80
$8.23K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
79New |
$7.95K - $8.17K
|
79
$8.13K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
37New |
$3.72K - $3.83K
|
37
$3.81K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
29New |
$2.92K - $3K
|
29
$2.98K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
11New |
$1.11K - $1.14K
|
11
$1.13K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
5New |
$503 - $517
|
5
$514
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5New |
$503 - $517
|
5
$514
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.08% |
$302 - $310
|
4K
$411K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3New |
$302 - $310
|
3
$309
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2New |
$201 - $207
|
2
$206
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1New |
$101 - $103
|
1
$103
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 1.52% |
$101 - $103
|
67
$6.89K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
138KNew |
$13.8M - $14M
|
138K
$14.2M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
132KNew |
$13.2M - $13.4M
|
132K
$13.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
24.4K+ 51.9% |
$2.45M - $2.48M
|
71.5K
$7.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
18.9KNew |
$1.89M - $1.91M
|
18.9K
$1.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
16.4KNew |
$1.65M - $1.67M
|
16.4K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.58KNew |
$860K - $869K
|
8.58K
$882K
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
8.51K+ 51.91% |
$853K - $862K
|
24.9K
$2.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.11KNew |
$513K - $518K
|
5.11K
$526K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.68KNew |
$469K - $474K
|
4.68K
$481K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.3KNew |
$431K - $436K
|
4.3K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.76KNew |
$377K - $381K
|
3.76K
$387K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.25K+ 10.17% |
$325K - $329K
|
35.2K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.67KNew |
$268K - $271K
|
2.67K
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.27KNew |
$228K - $230K
|
2.27K
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
2.03KNew |
$204K - $206K
|
2.03K
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
833+ 11.88% |
$83.5K - $84.4K
|
7.85K
$807K
|
|
|
Feb 10, 2025
Q4 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
774+ 0.64% |
$77.6K - $78.4K
|
121K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
750New |
$75.2K - $76K
|
750
$77.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
694New |
$69.6K - $70.3K
|
694
$71.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
614New |
$61.5K - $62.2K
|
614
$63.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
257New |
$25.8K - $26K
|
257
$26.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
110+ 3.08% |
$11K - $11.1K
|
3.68K
$379K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
104New |
$10.4K - $10.5K
|
104
$10.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
90+ 4.55% |
$9.02K - $9.12K
|
2.07K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
83+ 3.13% |
$8.32K - $8.41K
|
2.73K
$281K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
72New |
$7.22K - $7.3K
|
72
$7.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
57New |
$5.71K - $5.78K
|
57
$5.86K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
53+ 8.17% |
$5.31K - $5.37K
|
702
$72.2K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
49+ 1.53% |
$4.91K - $4.97K
|
3.25K
$335K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
33+ 1650.0% |
$3.31K - $3.34K
|
35
$3.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
31New |
$3.11K - $3.14K
|
31
$3.19K
|
|