Purchases and Sales Made in Q1 2024 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 2024. 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 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.05K+ 37.39% |
$103K - $104K
|
3.85K
$389K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.04K+ 3.78% |
$103K - $104K
|
28.6K
$2.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
1.01K+ 0.93% |
$99.6K - $101K
|
109K
$11.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.01K+ 23.0% |
$99K - $100K
|
5.39K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
993+ 4.62% |
$97.7K - $98.8K
|
22.5K
$2.27M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
935+ 7.17% |
$92K - $93K
|
14K
$1.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
903+ 2.51% |
$88.8K - $89.8K
|
36.9K
$3.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
893+ 10.05% |
$87.8K - $88.8K
|
9.78K
$989K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
840+ 11.44% |
$82.6K - $83.6K
|
8.18K
$828K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
819+ 5.93% |
$80.6K - $81.5K
|
14.6K
$1.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
805+ 2.35% |
$79.2K - $80.1K
|
35.1K
$3.55M
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
801+ 0.31% |
$78.8K - $79.7K
|
260K
$26.3M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
793New |
$78K - $78.9K
|
793
$80.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
775+ 1.19% |
$76.2K - $77.1K
|
65.7K
$6.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
752+ 5.46% |
$74K - $74.8K
|
14.5K
$1.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
730+ 22.59% |
$71.8K - $72.6K
|
3.96K
$401K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
729+ 0.47% |
$71.7K - $72.5K
|
156K
$15.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
726+ 5.49% |
$71.4K - $72.2K
|
14K
$1.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
725+ 5.72% |
$71.3K - $72.1K
|
13.4K
$1.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
639New |
$62.9K - $63.6K
|
639
$64.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
588+ 1.47% |
$57.8K - $58.5K
|
40.6K
$4.11M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
584+ 16.03% |
$57.4K - $58.1K
|
4.23K
$428K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
514New |
$50.6K - $51.1K
|
514
$52K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
513New |
$50.5K - $51K
|
513
$51.9K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
507+ 4.62% |
$49.9K - $50.4K
|
11.5K
$1.16M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
504+ 26.35% |
$49.6K - $50.1K
|
2.42K
$244K
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
501+ 2.91% |
$49.3K - $49.8K
|
17.7K
$1.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
499+ 1.46% |
$49.1K - $49.6K
|
34.7K
$3.5M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
478+ 60.97% |
$47K - $47.5K
|
1.26K
$128K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
464+ 1.83% |
$45.6K - $46.2K
|
25.8K
$2.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
463+ 4.08% |
$45.5K - $46.1K
|
11.8K
$1.2M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
450+ 12.14% |
$44.3K - $44.8K
|
4.16K
$420K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
431+ 3.66% |
$42.4K - $42.9K
|
12.2K
$1.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
410+ 3.23% |
$40.3K - $40.8K
|
13.1K
$1.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
381+ 2.48% |
$37.5K - $37.9K
|
15.7K
$1.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
364+ 5.62% |
$35.8K - $36.2K
|
6.84K
$692K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
353New |
$34.7K - $35.1K
|
353
$35.7K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
342+ 2.83% |
$33.6K - $34K
|
12.4K
$1.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
335+ 10.97% |
$33K - $33.3K
|
3.39K
$343K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
314+ 2.07% |
$30.9K - $31.2K
|
15.4K
$1.56M
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
BUY
|
- |
300+ 8.14% |
$29.5K - $29.8K
|
3.99K
$403K
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
297+ 7.82% |
$29.2K - $29.5K
|
4.1K
$414K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
281+ 3.08% |
$27.6K - $28K
|
9.39K
$950K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
280+ 3.64% |
$27.5K - $27.9K
|
7.96K
$806K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
270New |
$26.6K - $26.9K
|
270
$27.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
261+ 10.17% |
$25.7K - $26K
|
2.83K
$286K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
240New |
$23.6K - $23.9K
|
240
$24.3K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
237+ 2.97% |
$23.3K - $23.6K
|
8.23K
$832K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
200+ 81.63% |
$19.7K - $19.9K
|
445
$45K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
161+ 0.78% |
$15.8K - $16K
|
20.9K
$2.11M
|