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 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.71K- 55.84% |
$365K - $369K
|
2.93K
$303K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
SELL
|
- |
-3.77K- 9.63% |
$371K - $375K
|
35.4K
$3.66M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.8K- 3.96% |
$374K - $378K
|
92.1K
$9.53M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-3.85K- 17.26% |
$379K - $383K
|
18.5K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.91K- 6.85% |
$385K - $389K
|
53.2K
$5.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.99K- 38.61% |
$392K - $397K
|
6.35K
$657K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.1K- 32.61% |
$403K - $408K
|
8.47K
$877K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.46K- 1.9% |
$438K - $443K
|
230K
$23.8M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.03K- 9.83% |
$495K - $500K
|
46.1K
$4.77M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.05K- 50.65% |
$497K - $502K
|
4.92K
$509K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-5.08K- 27.02% |
$500K - $505K
|
13.7K
$1.42M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.23K- 69.08% |
$515K - $521K
|
2.34K
$242K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-5.28K- 28.89% |
$520K - $525K
|
13K
$1.35M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.33K- 4.38% |
$524K - $530K
|
116K
$12M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-5.34K- 60.31% |
$525K - $531K
|
3.51K
$364K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-5.6K- 6.44% |
$551K - $557K
|
81.4K
$8.42M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.72K- 29.37% |
$562K - $569K
|
13.7K
$1.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-5.92K- 29.52% |
$582K - $589K
|
14.1K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.01K- 19.78% |
$591K - $597K
|
24.4K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.22K- 29.1% |
$612K - $619K
|
15.2K
$1.57M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-6.61K- 39.9% |
$650K - $657K
|
9.95K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-7.04K- 21.04% |
$692K - $700K
|
26.4K
$2.73M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.09K- 32.14% |
$697K - $705K
|
15K
$1.55M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-8.34K- 60.17% |
$820K - $829K
|
5.52K
$571K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-8.68K- 16.6% |
$854K - $863K
|
43.6K
$4.51M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.45K- 13.62% |
$930K - $940K
|
59.9K
$6.2M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.8K- 2.11% |
$964K - $975K
|
456K
$47.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-9.95K- 30.92% |
$979K - $990K
|
22.2K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.2K- 50.56% |
$1.01M - $1.02M
|
10K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.9K- 3.73% |
$1.17M - $1.18M
|
306K
$31.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-12K- 82.79% |
$1.18M - $1.19M
|
2.5K
$258K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12K- 54.15% |
$1.19M - $1.2M
|
10.2K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-12.4K- 43.26% |
$1.22M - $1.23M
|
16.2K
$1.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-12.8K- 11.12% |
$1.25M - $1.27M
|
102K
$10.6M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.9K- 53.91% |
$1.27M - $1.28M
|
11K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.5K- 18.6% |
$1.32M - $1.34M
|
58.8K
$6.09M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.7K- 42.37% |
$1.35M - $1.36M
|
18.6K
$1.93M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.8K- 37.48% |
$1.36M - $1.37M
|
23K
$2.38M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-14.6K- 34.13% |
$1.44M - $1.46M
|
28.3K
$2.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.4K- 8.35% |
$1.51M - $1.53M
|
169K
$17.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.5K- 10.44% |
$1.62M - $1.64M
|
141K
$14.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-16.8K- 30.43% |
$1.66M - $1.67M
|
38.5K
$3.98M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-16.9K- 60.09% |
$1.67M - $1.68M
|
11.2K
$1.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-17.5K- 52.13% |
$1.72M - $1.74M
|
16K
$1.66M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-18.1K- 41.91% |
$1.78M - $1.8M
|
25.1K
$2.6M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-18.6K- 10.97% |
$1.83M - $1.85M
|
151K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-18.7K- 13.01% |
$1.84M - $1.86M
|
125K
$12.9M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-19.6K- 5.37% |
$1.93M - $1.95M
|
346K
$35.8M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-19.6K- 5.37% |
$1.93M - $1.95M
|
346K
$35.8M
|
|
|
May 09, 2024
Q1 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-20.8K- 29.93% |
$2.05M - $2.07M
|
48.8K
$5.05M
|