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 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
31.1K+ 1556200.0% |
$3.13M - $3.22M
|
31.1K
$3.2M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31K+ 35.7% |
$3.11M - $3.2M
|
118K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
30.3K+ 6.55% |
$3.05M - $3.13M
|
493K
$50.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
30KNew |
$3.02M - $3.1M
|
30K
$3.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
29.1KNew |
$2.92M - $3.01M
|
29.1K
$2.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
28.5K+ 61.82% |
$2.87M - $2.95M
|
74.7K
$7.67M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
27.6K+ 63.05% |
$2.78M - $2.86M
|
71.5K
$7.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.5K+ 5.13% |
$2.66M - $2.74M
|
542K
$55.7M
|
|
|
May 09, 2025
Q1 2025
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
24.6K+ 14.25% |
$2.47M - $2.54M
|
197K
$20.2M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
24.5KNew |
$2.47M - $2.54M
|
24.5K
$2.52M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
22.4K+ 303.57% |
$2.26M - $2.32M
|
29.8K
$3.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
22.4K+ 566.76% |
$2.26M - $2.32M
|
26.4K
$2.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
22.4KNew |
$2.25M - $2.31M
|
22.4K
$2.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
22.1KNew |
$2.23M - $2.29M
|
22.1K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.2K+ 90.64% |
$2.13M - $2.19M
|
44.5K
$4.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20K+ 91.8% |
$2.01M - $2.07M
|
41.8K
$4.3M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.7K+ 114.06% |
$1.99M - $2.04M
|
37K
$3.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.3K+ 16.59% |
$1.94M - $2M
|
136K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
19K+ 86.36% |
$1.91M - $1.97M
|
41K
$4.21M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
18.9K+ 2.61% |
$1.9M - $1.95M
|
741K
$76.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.7K+ 5.03% |
$1.88M - $1.94M
|
391K
$40.1M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
18.5K+ 6.27% |
$1.86M - $1.91M
|
313K
$32.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
18.3K+ 121.54% |
$1.84M - $1.89M
|
33.4K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
18K+ 48.34% |
$1.81M - $1.86M
|
55.2K
$5.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
17.9K+ 4.69% |
$1.8M - $1.85M
|
399K
$40.9M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
17.7K+ 2.99% |
$1.78M - $1.83M
|
610K
$62.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
17K+ 59.7% |
$1.71M - $1.76M
|
45.4K
$4.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
16.9K+ 104.76% |
$1.7M - $1.75M
|
33K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
16.8KNew |
$1.69M - $1.74M
|
16.8K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
16.6K+ 5.81% |
$1.67M - $1.72M
|
303K
$31.1M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
16.2K+ 8.67% |
$1.63M - $1.68M
|
203K
$20.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
16.2K+ 8.48% |
$1.63M - $1.67M
|
207K
$21.3M
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
16.1K+ 11.46% |
$1.62M - $1.67M
|
157K
$16.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16.1K+ 139.57% |
$1.62M - $1.67M
|
27.6K
$2.84M
|
|
|
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
$16.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.8K+ 113.94% |
$1.49M - $1.53M
|
27.8K
$2.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.6K+ 701.49% |
$1.46M - $1.51M
|
16.6K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
14K+ 198.6% |
$1.41M - $1.45M
|
21.1K
$2.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
13.5K+ 260.19% |
$1.36M - $1.4M
|
18.7K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
13K+ 410.62% |
$1.31M - $1.34M
|
16.2K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
13K+ 124.81% |
$1.3M - $1.34M
|
23.3K
$2.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12.8K+ 3.07% |
$1.29M - $1.33M
|
430K
$44.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.8K+ 5.96% |
$1.28M - $1.32M
|
227K
$23.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
12.8KNew |
$1.28M - $1.32M
|
12.8K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
12.6K+ 114.79% |
$1.26M - $1.3M
|
23.5K
$2.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
12.4K+ 5.59% |
$1.25M - $1.29M
|
235K
$24.1M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
12.2K+ 12.12% |
$1.23M - $1.26M
|
113K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11.6K+ 15.29% |
$1.17M - $1.2M
|
87.6K
$9M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.6K+ 65.31% |
$1.17M - $1.2M
|
29.3K
$3.01M
|