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 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
140+ 0.02% |
$13.8K - $13.9K
|
561K
$56.8M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
138+ 5.25% |
$13.6K - $13.7K
|
2.77K
$280K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
130+ 0.9% |
$12.8K - $12.9K
|
14.6K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
127+ 3.8% |
$12.5K - $12.6K
|
3.47K
$351K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
100+ 3.81% |
$9.84K - $9.95K
|
2.72K
$275K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100+ 14.29% |
$9.84K - $9.95K
|
800
$80.9K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
97+ 62.99% |
$9.54K - $9.65K
|
251
$25.4K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
95New |
$9.34K - $9.45K
|
95
$9.61K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
85+ 0.56% |
$8.36K - $8.45K
|
15.4K
$1.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
78+ 3.8% |
$7.67K - $7.76K
|
2.13K
$215K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
75+ 0.51% |
$7.38K - $7.46K
|
14.8K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
73+ 0.68% |
$7.18K - $7.26K
|
10.8K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
70+ 1.74% |
$6.89K - $6.96K
|
4.1K
$415K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
70+ 28.0% |
$6.89K - $6.96K
|
320
$32.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
70+ 4.14% |
$6.89K - $6.96K
|
1.76K
$178K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
70+ 0.59% |
$6.89K - $6.96K
|
11.9K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
59+ 10.19% |
$5.8K - $5.87K
|
638
$64.5K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
BUY
|
- |
59+ 5.23% |
$5.8K - $5.87K
|
1.19K
$120K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
55+ 0.08% |
$5.41K - $5.47K
|
71.2K
$7.21M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
52+ 11.56% |
$5.11K - $5.17K
|
502
$50.8K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
49+ 0.15% |
$4.82K - $4.87K
|
33.8K
$3.42M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
48New |
$4.72K - $4.77K
|
48
$4.86K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
46+ 18.33% |
$4.52K - $4.58K
|
297
$30K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
45+ 23.2% |
$4.43K - $4.48K
|
239
$24.2K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
39+ 4.18% |
$3.84K - $3.88K
|
972
$98.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
38+ 0.65% |
$3.74K - $3.78K
|
5.88K
$595K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 1.54% |
$3.15K - $3.18K
|
2.12K
$214K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
29+ 56.86% |
$2.85K - $2.88K
|
80
$8.09K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
28+ 0.94% |
$2.75K - $2.79K
|
3.01K
$305K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
25New |
$2.46K - $2.49K
|
25
$2.53K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
20+ 0.55% |
$1.97K - $1.99K
|
3.68K
$372K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
12+ 0.43% |
$1.18K - $1.19K
|
2.79K
$282K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.98% |
$1.08K - $1.09K
|
1.13K
$114K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
8+ 400.0% |
$787 - $796
|
10
$1.01K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6New |
$590 - $597
|
6
$607
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
6New |
$590 - $597
|
6
$607
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4+ 14.29% |
$393 - $398
|
32
$3.24K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3+ 7.5% |
$295 - $298
|
43
$4.35K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2+ 0.02% |
$197 - $199
|
8.72K
$882K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 8.33% |
$197 - $199
|
26
$2.63K
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.02% |
$98.4 - $99.5
|
4.94K
$500K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1- 0.02% |
$98.4 - $99.5
|
6.17K
$624K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-1- -0.0% |
$98.4 - $99.5
|
115K
$11.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 1.3% |
$1.08K - $1.09K
|
832
$84.2K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-13- 4.14% |
$1.28K - $1.29K
|
301
$30.4K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-15- 78.95% |
$1.48K - $1.49K
|
4
$405
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-20- 25.97% |
$1.97K - $1.99K
|
57
$5.77K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-22- 81.48% |
$2.16K - $2.19K
|
5
$506
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-25- 39.68% |
$2.46K - $2.49K
|
38
$3.84K
|