Purchases and Sales Made in Q1 2022 in Ishares Barclays 0 5 Year Tips (STIP)
This table provides information about the institutional ownership of Ishares Barclays 0 5 Year Tips (STIP) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS 0-5 YEAR TIPS.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.76KNew |
$390K - $401K
|
3.76K
$385K
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.75KNew |
$389K - $400K
|
3.75K
$384K
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.7KNew |
$384K - $394K
|
3.7K
$379K
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
3.64KNew |
$378K - $389K
|
3.64K
$373K
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
3.64K+ 3.67% |
$378K - $389K
|
103K
$10.5M
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
3.56K+ 135.32% |
$369K - $380K
|
6.19K
$634K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.49KNew |
$362K - $372K
|
3.49K
$357K
|
|
May 12, 2022
Q1 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
3.46K+ 15.68% |
$359K - $369K
|
25.5K
$2.61M
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
3.3K+ 30.05% |
$343K - $352K
|
14.3K
$1.46M
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
3.28K+ 18.46% |
$341K - $351K
|
21.1K
$2.16M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.26K+ 2.83% |
$338K - $348K
|
118K
$12.1M
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.23KNew |
$336K - $345K
|
3.23K
$331K
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.22K+ 2.07% |
$335K - $344K
|
159K
$16.3M
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.18KNew |
$330K - $339K
|
3.18K
$325K
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.09KNew |
$321K - $330K
|
3.09K
$317K
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.93K+ 17.94% |
$304K - $313K
|
19.2K
$1.97M
|
|
Apr 11, 2022
Q1 2022
|
Verity Wealth Advisors
|
BUY
|
- |
2.89K+ 61.58% |
$300K - $309K
|
7.58K
$777K
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.89KNew |
$300K - $308K
|
2.89K
$296K
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
2.82KNew |
$292K - $301K
|
2.82K
$288K
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.8K+ 3.98% |
$291K - $299K
|
73.3K
$7.51M
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.8KNew |
$291K - $299K
|
2.8K
$287K
|
|
Apr 01, 2022
Q1 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
2.66K+ 11.77% |
$276K - $284K
|
25.3K
$2.59M
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.57K+ 120.65% |
$267K - $274K
|
4.7K
$482K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.56K+ 18.07% |
$266K - $273K
|
16.7K
$1.71M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.5KNew |
$259K - $267K
|
2.5K
$256K
|
|
Apr 08, 2022
Q1 2022
|
Atwater Malick LLC
|
BUY
|
- |
2.49KNew |
$259K - $266K
|
2.49K
$255K
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.46KNew |
$256K - $263K
|
2.46K
$252K
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.44KNew |
$254K - $261K
|
2.44K
$250K
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.4KNew |
$249K - $256K
|
2.4K
$246K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.38K+ 64.75% |
$247K - $254K
|
6.06K
$621K
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.34K+ 91.38% |
$243K - $250K
|
4.91K
$503K
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.33KNew |
$242K - $249K
|
2.33K
$239K
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
2.32KNew |
$241K - $248K
|
2.32K
$238K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.32KNew |
$240K - $247K
|
2.32K
$237K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.3K+ 92.81% |
$238K - $245K
|
4.77K
$489K
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2.28KNew |
$236K - $243K
|
2.28K
$233K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.24KNew |
$233K - $239K
|
2.24K
$230K
|
|
Aug 26, 2024
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.22KNew |
$230K - $237K
|
2.22K
$227K
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.22K+ 2.8% |
$230K - $236K
|
81.2K
$8.32M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.18KNew |
$226K - $232K
|
2.18K
$223K
|
|
Apr 28, 2022
Q1 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.17KNew |
$226K - $232K
|
2.17K
$223K
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
2.16K+ 8.2% |
$224K - $231K
|
28.5K
$2.92M
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.15KNew |
$224K - $230K
|
2.15K
$221K
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.12K+ 15.28% |
$220K - $227K
|
16K
$1.64M
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
2.08K+ 1.55% |
$216K - $222K
|
137K
$14M
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
2.06K+ 0.3% |
$214K - $220K
|
681K
$69.8M
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.05K+ 3.93% |
$212K - $218K
|
54.1K
$5.54M
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.01KNew |
$208K - $214K
|
2.01K
$205K
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.93KNew |
$200K - $206K
|
1.93K
$197K
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.91KNew |
$198K - $204K
|
1.91K
$195K
|