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 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
11.3KNew |
$1.14M - $1.17M
|
11.3K
$1.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10.5KNew |
$1.06M - $1.09M
|
10.5K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
10.4K+ 4.11% |
$1.05M - $1.08M
|
263K
$27.1M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
10K+ 19.44% |
$1.01M - $1.04M
|
61.6K
$6.33M
|
|
|
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
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.59KNew |
$864K - $888K
|
8.59K
$882K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.56K+ 18.69% |
$861K - $886K
|
54.4K
$5.59M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
8.37K+ 3.78% |
$842K - $866K
|
230K
$23.6M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
8.37K+ 115.86% |
$842K - $866K
|
15.6K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.13KNew |
$817K - $841K
|
8.13K
$835K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
7.85K+ 88.12% |
$790K - $812K
|
16.8K
$1.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7.69KNew |
$774K - $796K
|
7.69K
$790K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.54KNew |
$759K - $780K
|
7.54K
$775K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
7.4K+ 5.08% |
$745K - $766K
|
153K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.19K+ 11.3% |
$723K - $744K
|
70.8K
$7.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
7.18K+ 13.4% |
$722K - $743K
|
60.8K
$6.24M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.08KNew |
$712K - $732K
|
7.08K
$727K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.72KNew |
$676K - $695K
|
6.72K
$690K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.69K+ 3.4% |
$673K - $692K
|
203K
$20.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
6.69K+ 106.82% |
$673K - $692K
|
13K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
6.59K+ 3.77% |
$663K - $682K
|
181K
$18.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
6.56KNew |
$659K - $678K
|
6.56K
$673K
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
6.44KNew |
$647K - $666K
|
6.44K
$661K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
6.22K+ 134.76% |
$626K - $643K
|
10.8K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
6.12K+ 3.41% |
$616K - $634K
|
186K
$19.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
6.03K+ 1.61% |
$607K - $624K
|
380K
$39.1M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.02K+ 178.45% |
$606K - $623K
|
9.4K
$965K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
5.94K+ 9.99% |
$598K - $615K
|
65.4K
$6.72M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.92K+ 3.7% |
$595K - $613K
|
166K
$17.1M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.82K+ 231.27% |
$586K - $602K
|
8.34K
$856K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.77K+ 9.78% |
$580K - $597K
|
64.7K
$6.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
5.73K+ 4.51% |
$576K - $593K
|
133K
$13.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
5.71K+ 21.21% |
$574K - $591K
|
32.6K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.69K+ 20.44% |
$572K - $589K
|
33.5K
$3.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
5.47K+ 2.59% |
$550K - $566K
|
217K
$22.3M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.32K+ 4.69% |
$535K - $550K
|
119K
$12.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.09K+ 248.05% |
$512K - $526K
|
7.14K
$733K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.05KNew |
$508K - $522K
|
5.05K
$518K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.03KNew |
$506K - $521K
|
5.03K
$517K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
5.03K+ 133.0% |
$506K - $520K
|
8.81K
$905K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.03K+ 49.89% |
$506K - $520K
|
15.1K
$1.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
5K+ 33.28% |
$503K - $518K
|
20K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
4.96K+ 22.64% |
$499K - $513K
|
26.9K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
4.9K+ 4.09% |
$493K - $507K
|
125K
$12.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
4.89K+ 6349.35% |
$492K - $506K
|
4.97K
$510K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
4.88K+ 1.92% |
$491K - $505K
|
259K
$26.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4.77K+ 7.94% |
$479K - $493K
|
64.8K
$6.65M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.74K+ 10.73% |
$477K - $490K
|
48.9K
$5.02M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.74K+ 15.5% |
$477K - $490K
|
35.3K
$3.63M
|