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 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
|
- |
350New |
$36.3K - $37.4K
|
350
$35.9K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
350New |
$36.3K - $37.4K
|
350
$35.9K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
318New |
$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
|
- |
200New |
$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
|
- |
157New |
$16.3K - $16.8K
|
157
$16.1K
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
153New |
$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
|
- |
137New |
$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
|
- |
89New |
$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
|
- |
43New |
$4.46K - $4.59K
|
43
$4.41K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
43New |
$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
|
- |
28New |
$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
|
- |
16New |
$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
|