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 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
166+ 8.67% |
$16.7K - $17.2K
|
2.08K
$214K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
130New |
$13.1K - $13.5K
|
130
$13.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
125New |
$12.6K - $12.9K
|
125
$12.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
110+ 0.92% |
$11.1K - $11.4K
|
12K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
80New |
$8.05K - $8.28K
|
80
$8.23K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
79New |
$7.95K - $8.17K
|
79
$8.12K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
71+ 0.06% |
$7.14K - $7.35K
|
113K
$11.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
62New |
$6.24K - $6.42K
|
62
$6.38K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
39+ 1.62% |
$3.92K - $4.04K
|
2.45K
$252K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
35+ 0.14% |
$3.52K - $3.62K
|
25.1K
$2.58M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
23+ 0.7% |
$2.31K - $2.38K
|
3.3K
$339K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5New |
$503 - $517
|
5
$514
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
5+ 0.1% |
$503 - $517
|
4.93K
$507K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
5New |
$503 - $517
|
5
$514
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2New |
$201 - $207
|
2
$206
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6- 5.13% |
$604 - $621
|
111
$11.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-37- 11.14% |
$3.72K - $3.83K
|
295
$30.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-45- 1.45% |
$4.53K - $4.66K
|
3.05K
$313K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-100- 0.4% |
$10.1K - $10.3K
|
24.6K
$2.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-143- 1.61% |
$14.4K - $14.8K
|
8.77K
$901K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-180- 2.84% |
$18.1K - $18.6K
|
6.15K
$632K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-241- 10.17% |
$24.2K - $24.9K
|
2.13K
$219K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-246- 1.5% |
$24.7K - $25.5K
|
16.2K
$1.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-248- 5.97% |
$24.9K - $25.7K
|
3.91K
$402K
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-252- 0.82% |
$25.3K - $26.1K
|
30.6K
$3.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-277- 9.18% |
$27.9K - $28.7K
|
2.74K
$282K
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-304- 4.36% |
$30.6K - $31.5K
|
6.67K
$686K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-379- 6.76% |
$38.1K - $39.2K
|
5.23K
$538K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-426- 0.43% |
$42.9K - $44.1K
|
97.8K
$10.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-435- 0.22% |
$43.8K - $45K
|
194K
$20M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-561- 2.25% |
$56.4K - $58K
|
24.3K
$2.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-663- 4.2% |
$66.7K - $68.6K
|
15.1K
$1.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-740- 12.91% |
$74.4K - $76.6K
|
4.99K
$514K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-781- 1.98% |
$78.6K - $80.8K
|
38.6K
$3.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-819- 3.52% |
$82.4K - $84.7K
|
22.5K
$2.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-889- 14.49% |
$89.4K - $92K
|
5.25K
$539K
|
|
|
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
$5.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.08K- 5.31% |
$109K - $112K
|
19.3K
$1.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.22K- 12.54% |
$123K - $126K
|
8.5K
$874K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.6K- 94.12% |
$161K - $166K
|
100
$10.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1.67K- 9.9% |
$168K - $173K
|
15.2K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.71K- 6.86% |
$373K - $384K
|
50.4K
$5.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.78K- 19.08% |
$381K - $391K
|
16K
$1.65M
|
|
|
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
$469K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-5.62K- 39.51% |
$565K - $581K
|
8.6K
$884K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-8.01K- 13.32% |
$806K - $829K
|
52.1K
$5.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-8.23K- 14.64% |
$828K - $851K
|
48K
$4.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-10.6K- 31.28% |
$1.07M - $1.1M
|
23.4K
$2.4M
|