Purchases and Sales Made in Q1 2025 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 2025. 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 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
622K+ 117.6% |
$62.6M - $64.3M
|
1.15M
$118M
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
538KNew |
$54.1M - $55.6M
|
538K
$55.2M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
506K+ 115.17% |
$50.9M - $52.4M
|
946K
$97.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
470K+ 108.45% |
$47.3M - $48.7M
|
904K
$92.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
455KNew |
$45.8M - $47.1M
|
455K
$46.8M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
436K+ 93.46% |
$43.8M - $45.1M
|
902K
$92.7M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
377K+ 209.67% |
$37.9M - $39M
|
557K
$57.2M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
340K+ 51.94% |
$34.2M - $35.2M
|
995K
$102M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
309KNew |
$31M - $31.9M
|
309K
$31.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
277K+ 47.83% |
$27.8M - $28.6M
|
855K
$87.9M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
231KNew |
$23.2M - $23.9M
|
231K
$23.7M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
221KNew |
$22.3M - $22.9M
|
221K
$22.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
205K+ 13.06% |
$20.7M - $21.2M
|
1.78M
$183M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
196KNew |
$19.7M - $20.2M
|
196K
$20.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
195K+ 37.84% |
$19.6M - $20.2M
|
711K
$73.1M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
194K+ 64.2% |
$19.5M - $20.1M
|
496K
$50.9M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
182KNew |
$18.3M - $18.8M
|
182K
$18.7M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
174K+ 516.44% |
$17.5M - $18M
|
208K
$21.4M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
147KNew |
$14.8M - $15.2M
|
147K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
147KNew |
$14.8M - $15.2M
|
147K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
146K+ 12.03% |
$14.7M - $15.1M
|
1.36M
$140M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
119K+ 3398.89% |
$12M - $12.3M
|
122K
$12.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
101K+ 325.2% |
$10.1M - $10.4M
|
131K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
93.6K+ 220.55% |
$9.42M - $9.69M
|
136K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
92.1KNew |
$9.26M - $9.53M
|
92.1K
$9.46M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
87.9KNew |
$8.84M - $9.1M
|
87.9K
$9.03M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
86.5K+ 21.52% |
$8.7M - $8.95M
|
489K
$50.2M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
86K+ 10.28% |
$8.65M - $8.9M
|
922K
$94.7M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
80.5K+ 70.08% |
$8.1M - $8.33M
|
195K
$20.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.7K+ 4.27% |
$6.61M - $6.8M
|
1.6M
$165M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
64.8KNew |
$6.52M - $6.71M
|
64.8K
$6.66M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
64.4K+ 17.41% |
$6.48M - $6.67M
|
434K
$44.6M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
63.2K+ 3.34% |
$6.36M - $6.54M
|
1.96M
$201M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
59.9K+ 11.39% |
$6.02M - $6.19M
|
586K
$60.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
59.3KNew |
$5.97M - $6.14M
|
59.3K
$6.09M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59.3K+ 143.24% |
$5.96M - $6.14M
|
101K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
57.3K+ 273.17% |
$5.76M - $5.93M
|
78.2K
$8.04M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
57.3K+ 29.05% |
$5.76M - $5.92M
|
254K
$26.1M
|
|
|
May 15, 2025
Q1 2025
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
52.1K+ 17.12% |
$5.24M - $5.39M
|
356K
$36.6M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
50KNew |
$5.03M - $5.18M
|
50K
$5.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
48.7KNew |
$4.9M - $5.04M
|
48.7K
$5M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.6KNew |
$4.58M - $4.71M
|
45.6K
$4.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
45K+ 1580.77% |
$4.53M - $4.66M
|
47.9K
$4.92M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
42.2K+ 14.3% |
$4.25M - $4.37M
|
337K
$34.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
41.4KNew |
$4.16M - $4.28M
|
41.4K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.1K+ 21.87% |
$4.03M - $4.14M
|
223K
$22.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
35.7K+ 81.22% |
$3.59M - $3.69M
|
79.6K
$8.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
34.8K+ 3.87% |
$3.5M - $3.6M
|
934K
$95.9M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
34.7K+ 4.92% |
$3.49M - $3.59M
|
741K
$76.1M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
33.2K+ 1018.22% |
$3.34M - $3.44M
|
36.5K
$3.75M
|