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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
205K+ 13.06% |
$20.7M - $21.2M
|
1.78M
$182M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
59.3KNew |
$5.97M - $6.14M
|
59.3K
$6.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
45K+ 1580.77% |
$4.53M - $4.66M
|
47.9K
$4.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
34.8K+ 3.87% |
$3.5M - $3.6M
|
934K
$95.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
17.9K+ 4.69% |
$1.8M - $1.85M
|
399K
$40.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
17K+ 59.7% |
$1.71M - $1.76M
|
45.4K
$4.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
16.9K+ 104.76% |
$1.7M - $1.75M
|
33K
$3.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
16.6K+ 5.81% |
$1.67M - $1.72M
|
303K
$31.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16.1K+ 139.57% |
$1.62M - $1.67M
|
27.6K
$2.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
15.4K+ 17.83% |
$1.55M - $1.59M
|
102K
$10.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
15.2K+ 10.66% |
$1.52M - $1.57M
|
157K
$16.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.6K+ 701.49% |
$1.46M - $1.51M
|
16.6K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
13.5K+ 260.19% |
$1.36M - $1.4M
|
18.7K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.8K+ 5.96% |
$1.28M - $1.32M
|
227K
$23.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
12.8KNew |
$1.28M - $1.32M
|
12.8K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
12.4K+ 5.59% |
$1.25M - $1.29M
|
235K
$24.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.6K+ 65.31% |
$1.17M - $1.2M
|
29.3K
$3.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
11.3KNew |
$1.14M - $1.17M
|
11.3K
$1.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
10K+ 152.39% |
$1.01M - $1.04M
|
16.6K
$1.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
9.03K+ 343.98% |
$909K - $935K
|
11.7K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
7.85K+ 88.12% |
$790K - $812K
|
16.8K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
6.56KNew |
$659K - $678K
|
6.56K
$672K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.77K+ 9.78% |
$580K - $597K
|
64.7K
$6.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4.77K+ 7.94% |
$479K - $493K
|
64.8K
$6.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.27K+ 4.32% |
$329K - $338K
|
78.9K
$8.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
3.08K+ 1.96% |
$310K - $319K
|
160K
$16.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
3KNew |
$302K - $310K
|
3K
$307K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.87KNew |
$288K - $296K
|
2.87K
$294K
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.7K+ 5.9% |
$272K - $280K
|
48.5K
$4.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.19K+ 6.63% |
$220K - $226K
|
35.2K
$3.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.08K+ 0.27% |
$209K - $215K
|
775K
$79.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
1.61K+ 5.03% |
$162K - $167K
|
33.6K
$3.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.49K+ 10.08% |
$149K - $154K
|
16.2K
$1.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.4K+ 6.8% |
$141K - $145K
|
22K
$2.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.29K+ 11.9% |
$129K - $133K
|
12.1K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.28K+ 25.32% |
$129K - $133K
|
6.35K
$650K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.2K+ 4.87% |
$121K - $125K
|
25.9K
$2.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.18K+ 6.82% |
$119K - $122K
|
18.5K
$1.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.18K+ 3.86% |
$119K - $122K
|
31.7K
$3.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
491+ 103.15% |
$49.4K - $50.8K
|
967
$99.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
470+ 2.64% |
$47.3K - $48.6K
|
18.3K
$1.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
420+ 10.61% |
$42.2K - $43.5K
|
4.38K
$449K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
389+ 4.77% |
$39.1K - $40.2K
|
8.55K
$876K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
331+ 5.62% |
$33.3K - $34.2K
|
6.22K
$637K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
262+ 4.34% |
$26.4K - $27.1K
|
6.3K
$646K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
245+ 5.9% |
$24.6K - $25.4K
|
4.4K
$450K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
200New |
$20.1K - $20.7K
|
200
$20.5K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
166+ 8.67% |
$16.7K - $17.2K
|
2.08K
$213K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
130New |
$13.1K - $13.5K
|
130
$13.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
125New |
$12.6K - $12.9K
|
125
$12.8K
|