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
May 02, 2022 Q1 2022	Davenport & CO LLC	BUY	-	387 + 3.69%	$40.2K - $41.3K	10.9K $1.11M
May 02, 2022 Q1 2022	Courier Capital LLC	BUY	-	377 + 0.33%	$39.1K - $40.2K	115K $11.8M
May 09, 2022 Q1 2022	True Private Wealth Advisors	BUY	-	363 + 17.41%	$37.7K - $38.8K	2.45K $251K
Apr 21, 2022 Q1 2022	Asset Dedication, LLC	BUY	-	355 + 59.46%	$36.9K - $37.9K	952 $97.5K
Feb 14, 2024 Q1 2022	Bartlett & Co. Wealth Management LLC Cincinnati, OH	BUY	-	350 New	$36.3K - $37.4K	350 $35.9K
May 13, 2022 Q1 2022	Bartlett & Co. LLC	BUY	-	350 New	$36.3K - $37.4K	350 $35.9K
May 13, 2022 Q1 2022	Covestor LTD Boston, MA	BUY	-	318 New	$33K - $33.9K	318 $32.6K
Oct 13, 2023 Q1 2022	Wfa Asset Management Corp Whitefish Bay, WI	BUY	-	305 + 0.36%	$31.7K - $32.6K	83.9K $8.59M
May 02, 2022 Q1 2022	Laurel Wealth Advisors LLC Charlotte, NC	BUY	-	300 + 4.14%	$31.1K - $32K	7.56K $774K
Apr 12, 2022 Q1 2022	Kohmann Bosshard Financial Services, LLC	BUY	-	296 + 4.56%	$30.7K - $31.6K	6.78K $695K
May 17, 2022 Q1 2022	Continuum Advisory, LLC Eagle, ID	BUY	-	279 + 0.82%	$29K - $29.8K	34.4K $3.53M
Dec 13, 2023 Q1 2022	Continuum Advisory, LLC Eagle, ID	BUY	-	279 + 0.82%	$29K - $29.8K	34.4K $3.53M
May 10, 2022 Q1 2022	Horan Securities, Inc.	BUY	-	257 + 10.69%	$26.7K - $27.4K	2.66K $273K
May 25, 2022 Q1 2022	Fortitude Advisory Group L.L.C. Gig Harbor, WA	BUY	-	255 + 22.49%	$26.5K - $27.2K	1.39K $142K
May 02, 2022 Q1 2022	Migdal Insurance & Financial Holdings Ltd.	BUY	-	250 + 83.33%	$26K - $26.7K	550 $56.3K
Jan 27, 2023 Q1 2022	Gladstone Institutional Advisory LLC Boca Raton, FL	BUY	-	245 + 9.27%	$25.4K - $26.2K	2.89K $296K
Apr 18, 2022 Q1 2022	Ml & R Wealth Management LLC	BUY	-	220 + 2.93%	$22.8K - $23.5K	7.74K $793K
Apr 29, 2022 Q1 2022	Northwest Wealth Management, LLC	BUY	-	201 + 2.59%	$20.9K - $21.5K	7.96K $816K
May 17, 2022 Q1 2022	Robinson Capital Management, LLC	BUY	-	200 New	$20.8K - $21.4K	200 $20.5K
Apr 29, 2022 Q1 2022	Life Guide Financial Advisors, LLC	BUY	-	191 + 1.15%	$19.8K - $20.4K	16.8K $1.72M
Apr 15, 2022 Q1 2022	Creative Financial Designs Inc	BUY	-	188 + 26.55%	$19.5K - $20.1K	896 $91.8K
May 12, 2022 Q1 2022	Integrated Wealth Concepts LLC	BUY	-	171 + 0.39%	$17.8K - $18.3K	44K $4.51M
May 06, 2022 Q1 2022	Bdo Wealth Advisors, LLC Jacksonville, FL	BUY	-	158 + 8.1%	$16.4K - $16.9K	2.11K $216K
Apr 19, 2022 Q1 2022	Bay Harbor Wealth Management, LLC	BUY	-	157 New	$16.3K - $16.8K	157 $16.1K
Apr 26, 2022 Q1 2022	Cardinal Strategic Wealth Guidance	BUY	-	153 New	$15.9K - $16.3K	153 $15.7K
Apr 20, 2022 Q1 2022	Harbor Investment Advisory, LLC	BUY	-	140 + 350.0%	$14.5K - $14.9K	180 $18.4K
May 12, 2022 Q1 2022	Tompkins Financial Corp	BUY	-	137 New	$14.2K - $14.6K	137 $14K
Apr 22, 2022 Q1 2022	First National Bank Of Hutchinson	BUY	-	102 + 0.37%	$10.6K - $10.9K	27.7K $2.83M
Apr 22, 2022 Q1 2022	Rise Advisors, LLC	BUY	-	101 + 89.38%	$10.5K - $10.8K	214 $21.9K
Apr 21, 2022 Q1 2022	Successful Portfolios LLC	BUY	-	100 + 1.8%	$10.4K - $10.7K	5.66K $580K
May 09, 2022 Q1 2022	M&T Bank Corp	BUY	-	95 + 3.47%	$9.86K - $10.1K	2.83K $290K
May 16, 2022 Q1 2022	Hrt Financial LP New York, NY	BUY	-	94 + 0.44%	$9.76K - $10K	21.2K $2.18M
May 16, 2022 Q1 2022	Ancora Advisors, LLC Cleveland, OH	BUY	-	89 New	$9.24K - $9.5K	89 $9.12K
May 02, 2022 Q1 2022	Paulson Wealth Management Inc.	BUY	-	74 + 0.09%	$7.68K - $7.9K	85.6K $8.77M
May 09, 2022 Q1 2022	Concourse Financial Group Securities, Inc. Birmingham, AL	BUY	-	73 + 37.63%	$7.58K - $7.79K	267 $27.4K
Apr 26, 2022 Q1 2022	Baldrige Asset Management LLC	BUY	-	48 + 24.0%	$4.98K - $5.12K	248 $25.4K
May 18, 2022 Q1 2022	Td Capital Management LLC Memphis, TN	BUY	-	47 + 0.38%	$4.88K - $5.02K	12.3K $1.26M
Apr 29, 2022 Q1 2022	Financial Partners Group, Inc Overland Park, KS	BUY	-	45 + 0.05%	$4.67K - $4.8K	91.5K $9.37M
Apr 15, 2022 Q1 2022	Atticus Wealth Management, LLC	BUY	-	43 New	$4.46K - $4.59K	43 $4.41K
Apr 11, 2022 Q1 2022	Sound Income Strategies, LLC	BUY	-	43 New	$4.46K - $4.59K	43 $4.41K
Apr 06, 2022 Q1 2022	Martin Capital Partners, LLC	BUY	-	38 + 0.12%	$3.95K - $4.06K	30.6K $3.14M
Jul 28, 2023 Q1 2022	Passive Capital Management, Llc. Baltimore, MD	BUY	-	34 + 0.76%	$3.53K - $3.63K	4.5K $461K
May 06, 2022 Q1 2022	Equitable Trust CO	BUY	-	31 + 1.51%	$3.22K - $3.31K	2.08K $213K
Apr 25, 2022 Q1 2022	Clean Yield Group	BUY	-	28 New	$2.91K - $2.99K	28 $2.87K
May 16, 2022 Q1 2022	Fortis Advisors, LLC King Of Prussia, PA	BUY	-	25 + 0.45%	$2.6K - $2.67K	5.57K $571K
May 13, 2022 Q1 2022	Worth Asset Management, LLC	BUY	-	16 New	$1.66K - $1.71K	16 $1.64K
Apr 22, 2022 Q1 2022	Investment Partners, Ltd.	BUY	-	15 + 0.41%	$1.56K - $1.6K	3.71K $380K
Apr 20, 2022 Q1 2022	Octavia Wealth Advisors, LLC	BUY	-	15 + 0.5%	$1.56K - $1.6K	3K $307K
May 16, 2022 Q1 2022	Cardiff Park Advisors, LLC San Marcos, CA	BUY	-	12 + 0.29%	$1.25K - $1.28K	4.13K $423K
May 10, 2022 Q1 2022	Huntington National Bank Columbus, OH	BUY	-	12 + 1200.0%	$1.25K - $1.28K	13 $1.33K

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Account

Purchases and Sales Made in Q1 2022 in Ishares Barclays 0 5 Year Tips (STIP)

387

377

363

355

350

350

318

305

300

296

279

279

257

255

250

245

220

201

200

191

188

171

158

157

153

140

137

102

101

100

95

94

89

74

73

48

47

45

43

43

38

34

31

28

25

16

15

15

12

12

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