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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-323- 5.28% |
$31.8K - $32.1K
|
5.8K
$600K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-329- 5.88% |
$32.4K - $32.7K
|
5.26K
$545K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-330- 0.18% |
$32.5K - $32.8K
|
183K
$19M
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-355- 6.72% |
$34.9K - $35.3K
|
4.93K
$510K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-375- 15.01% |
$36.9K - $37.3K
|
2.12K
$220K
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-378- 2.97% |
$37.2K - $37.6K
|
12.3K
$1.28M
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-385- 2.32% |
$37.9K - $38.3K
|
16.2K
$1.68M
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-385Closed |
$37.9K - $38.3K
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-386- 0.38% |
$38K - $38.4K
|
101K
$10.5M
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-392- 1.47% |
$38.6K - $39K
|
26.2K
$2.71M
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-409- 6.02% |
$40.2K - $40.7K
|
6.38K
$661K
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-415- 0.22% |
$40.8K - $41.3K
|
191K
$19.7M
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-422- 13.4% |
$41.5K - $42K
|
2.73K
$282K
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-433- 8.99% |
$42.6K - $43.1K
|
4.38K
$454K
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-440- 3.4% |
$43.3K - $43.8K
|
12.5K
$1.29M
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-480- 0.85% |
$47.2K - $47.7K
|
56.2K
$5.81M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-498- 9.15% |
$49K - $49.5K
|
4.95K
$512K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-498- 1.88% |
$49K - $49.5K
|
26K
$2.69M
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-500- 7.58% |
$49.2K - $49.7K
|
6.1K
$631K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-503- 12.03% |
$49.5K - $50K
|
3.68K
$381K
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-507- 1.55% |
$49.9K - $50.4K
|
32.2K
$3.33M
|
|
May 19, 2025
Q1 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-513- 0.91% |
$50.5K - $51K
|
55.9K
$5.79M
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-525- 12.04% |
$51.6K - $52.2K
|
3.84K
$397K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-530- 11.44% |
$52.1K - $52.7K
|
4.1K
$425K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-530- 4.39% |
$52.1K - $52.7K
|
11.5K
$1.19M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-542- 6.74% |
$53.3K - $53.9K
|
7.5K
$776K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-550- 17.34% |
$54.1K - $54.7K
|
2.62K
$271K
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-616- 9.38% |
$60.6K - $61.3K
|
5.95K
$616K
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-624- 7.09% |
$61.4K - $62.1K
|
8.18K
$846K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-628- 2.63% |
$61.8K - $62.5K
|
23.3K
$2.41M
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-650- 73.12% |
$63.9K - $64.7K
|
239
$24.7K
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-659- 14.77% |
$64.8K - $65.6K
|
3.8K
$393K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-679- 22.96% |
$66.8K - $67.5K
|
2.28K
$236K
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-681- 7.85% |
$67K - $67.7K
|
7.99K
$827K
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-734- 23.22% |
$72.2K - $73K
|
2.43K
$251K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-753- 10.62% |
$74.1K - $74.9K
|
6.34K
$656K
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-755- 8.05% |
$74.3K - $75.1K
|
8.63K
$893K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-758- 3.29% |
$74.6K - $75.4K
|
22.3K
$2.31M
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-793- 26.95% |
$78K - $78.9K
|
2.15K
$222K
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-806- 7.1% |
$79.3K - $80.2K
|
10.5K
$1.09M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-806- 20.77% |
$79.3K - $80.2K
|
3.07K
$318K
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-815- 0.67% |
$80.2K - $81.1K
|
121K
$12.6M
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-820- 4.32% |
$80.7K - $81.6K
|
18.2K
$1.88M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-822- 8.19% |
$80.9K - $81.8K
|
9.21K
$953K
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-841- 13.94% |
$82.7K - $83.7K
|
5.19K
$537K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-844- 1.35% |
$83K - $84K
|
61.6K
$6.37M
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-871- 3.0% |
$85.7K - $86.6K
|
28.2K
$2.91M
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-874- 5.53% |
$86K - $86.9K
|
14.9K
$1.54M
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-891- 24.2% |
$87.6K - $88.6K
|
2.79K
$289K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-898- 29.13% |
$88.3K - $89.3K
|
2.19K
$226K
|