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 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-704- 97.51% |
$70.8K - $72.8K
|
18
$1.85K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-740- 12.91% |
$74.4K - $76.6K
|
4.99K
$513K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-745- 4.92% |
$74.9K - $77.1K
|
14.4K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-781- 1.98% |
$78.6K - $80.8K
|
38.6K
$3.96M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-792- 2.78% |
$79.7K - $81.9K
|
27.7K
$2.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-817- 3.48% |
$82.2K - $84.5K
|
22.6K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-817- 13.56% |
$82.2K - $84.5K
|
5.21K
$535K
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-819- 3.52% |
$82.4K - $84.7K
|
22.5K
$2.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-833- 8.74% |
$83.8K - $86.2K
|
8.7K
$894K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-837- 87.55% |
$84.2K - $86.6K
|
119
$12.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-889- 14.49% |
$89.4K - $92K
|
5.25K
$539K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-889- 1.86% |
$89.4K - $92K
|
46.8K
$4.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-923- 18.65% |
$92.8K - $95.5K
|
4.03K
$414K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-966- 19.8% |
$97.2K - $100K
|
3.91K
$402K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.01K- 16.91% |
$102K - $105K
|
4.97K
$510K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.01K- 89.81% |
$102K - $105K
|
115
$11.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.05K- 1.96% |
$106K - $109K
|
52.7K
$5.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.07K- 8.88% |
$108K - $111K
|
11K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.08K- 14.14% |
$108K - $111K
|
6.53K
$671K
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.08K- 5.31% |
$109K - $112K
|
19.3K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-1.18K- 51.53% |
$119K - $122K
|
1.11K
$114K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 21.38% |
$119K - $122K
|
4.35K
$447K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.22K- 12.54% |
$123K - $126K
|
8.5K
$873K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.23K- 37.1% |
$124K - $127K
|
2.09K
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.28K- 21.38% |
$129K - $133K
|
4.72K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.29K- 6.34% |
$130K - $134K
|
19.1K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.3K- 6.27% |
$131K - $135K
|
19.5K
$2M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.3K- 20.46% |
$131K - $135K
|
5.07K
$521K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.34K- 2.73% |
$135K - $139K
|
47.8K
$4.91M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.36K- 22.96% |
$137K - $141K
|
4.57K
$470K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.39K- 16.34% |
$140K - $144K
|
7.12K
$732K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.41K- 18.01% |
$142K - $146K
|
6.41K
$658K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.41K- 37.54% |
$142K - $146K
|
2.35K
$241K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.5K- 2.73% |
$151K - $155K
|
53.5K
$5.49M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 83.14% |
$155K - $160K
|
313
$32.1K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.58K- 12.58% |
$159K - $163K
|
11K
$1.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.6K- 94.12% |
$161K - $166K
|
100
$10.3K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.62K- 26.15% |
$163K - $168K
|
4.58K
$470K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.64K- 17.74% |
$165K - $170K
|
7.61K
$782K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1.67K- 9.9% |
$168K - $173K
|
15.2K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.67K- 12.85% |
$168K - $173K
|
11.3K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.72K- 45.65% |
$173K - $178K
|
2.05K
$211K
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-1.73K- 14.66% |
$174K - $179K
|
10.1K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.76K- 3.74% |
$177K - $182K
|
45.3K
$4.65M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.09K- 7.07% |
$211K - $217K
|
27.5K
$2.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-2.13K- 13.01% |
$214K - $221K
|
14.3K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2.18K- 28.08% |
$219K - $226K
|
5.59K
$574K
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-2.23K- 6.3% |
$224K - $231K
|
33.2K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.24KClosed |
$225K - $231K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-2.59K- 40.15% |
$261K - $268K
|
3.86K
$397K
|