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 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2.6K- 42.57% |
$262K - $269K
|
3.51K
$361K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.74K- 32.38% |
$275K - $283K
|
5.72K
$587K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.84K- 9.41% |
$285K - $294K
|
27.3K
$2.81M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.9K- 28.07% |
$292K - $300K
|
7.44K
$764K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-2.93K- 25.77% |
$294K - $303K
|
8.43K
$865K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.98K- 1.77% |
$299K - $308K
|
165K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.98K- 1.62% |
$300K - $309K
|
182K
$18.7M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.01K- 2.89% |
$303K - $312K
|
101K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-3.2K- 49.23% |
$322K - $331K
|
3.3K
$339K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.37K- 40.42% |
$339K - $349K
|
4.97K
$510K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.46K- 24.24% |
$348K - $358K
|
10.8K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.49K- 20.81% |
$351K - $361K
|
13.3K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.71K- 6.86% |
$373K - $384K
|
50.4K
$5.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.78K- 19.08% |
$381K - $391K
|
16K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.86K- 40.61% |
$388K - $399K
|
5.64K
$579K
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-4.07K- 1.08% |
$409K - $421K
|
371K
$38.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.12K- 60.8% |
$414K - $426K
|
2.66K
$273K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-4.41K- 40.15% |
$444K - $457K
|
6.58K
$676K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.45K- 19.21% |
$448K - $461K
|
18.7K
$1.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.54K- 49.89% |
$456K - $469K
|
4.56K
$468K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.86K- 3.08% |
$489K - $503K
|
153K
$15.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-5.14K- 1.85% |
$517K - $532K
|
272K
$28M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-5.39K- 11.04% |
$542K - $557K
|
43.4K
$4.46M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.41K- 2.76% |
$544K - $559K
|
191K
$19.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.47K- 33.48% |
$551K - $566K
|
10.9K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-5.62K- 39.51% |
$565K - $581K
|
8.6K
$883K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.7K- 10.75% |
$573K - $590K
|
47.3K
$4.86M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.69K- 67.51% |
$673K - $692K
|
3.22K
$331K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.71K- 2.05% |
$775K - $797K
|
368K
$37.8M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.82K- 27.64% |
$787K - $809K
|
20.5K
$2.1M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-8.01K- 13.32% |
$806K - $829K
|
52.1K
$5.35M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.12K- 4.79% |
$816K - $840K
|
161K
$16.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-8.23K- 14.64% |
$828K - $851K
|
48K
$4.93M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.32K- 64.26% |
$837K - $861K
|
4.63K
$475K
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-8.8K- 15.71% |
$885K - $911K
|
47.2K
$4.85M
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-9.6K- 6.69% |
$966K - $993K
|
134K
$13.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.75K- 3.86% |
$980K - $1.01M
|
243K
$24.9M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.87K- 7.92% |
$993K - $1.02M
|
115K
$11.8M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-10.5K- 42.18% |
$1.06M - $1.09M
|
14.4K
$1.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-10.6K- 31.28% |
$1.07M - $1.1M
|
23.4K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.1K- 24.57% |
$1.12M - $1.15M
|
34.2K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-11.4K- 1.79% |
$1.14M - $1.18M
|
623K
$64M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-11.5K- 62.7% |
$1.15M - $1.19M
|
6.81K
$700K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-12.5K- 7.74% |
$1.26M - $1.3M
|
149K
$15.3M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-12.6K- 34.11% |
$1.27M - $1.31M
|
24.4K
$2.51M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-12.8K- 86.46% |
$1.29M - $1.33M
|
2.01K
$207K
|
|
|
May 12, 2025
Q1 2025
|
Keating Investment Counselors Inc
|
SELL
|
- |
-17.7K- 3.38% |
$1.78M - $1.83M
|
505K
$51.9M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21.9K- 31.66% |
$2.2M - $2.26M
|
47.3K
$4.85M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-22.1K- 6.64% |
$2.22M - $2.28M
|
310K
$31.9M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-37.8K- 7.26% |
$3.8M - $3.91M
|
483K
$49.6M
|