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 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.62K+ 27.6% |
$465K - $478K
|
21.4K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.61KNew |
$464K - $477K
|
4.61K
$474K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.61KNew |
$463K - $476K
|
4.61K
$473K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.57K+ 58.23% |
$459K - $472K
|
12.4K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.56K+ 7.99% |
$459K - $472K
|
61.6K
$6.33M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.49K+ 11.57% |
$452K - $465K
|
43.3K
$4.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
4.45K+ 11.19% |
$447K - $460K
|
44.2K
$4.54M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.39KNew |
$442K - $455K
|
4.39K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.39K+ 7.68% |
$442K - $455K
|
61.6K
$6.33M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.35KNew |
$437K - $450K
|
4.35K
$446K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.32K+ 219.85% |
$435K - $447K
|
6.29K
$646K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
4.28KNew |
$430K - $443K
|
4.28K
$439K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.08KNew |
$410K - $422K
|
4.08K
$419K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
4.04K+ 49.96% |
$406K - $418K
|
12.1K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.98K+ 80.5% |
$401K - $412K
|
8.93K
$917K
|
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
3.71K+ 2.23% |
$373K - $384K
|
170K
$17.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.7K+ 5.17% |
$372K - $383K
|
75.3K
$7.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
3.6K+ 5.85% |
$362K - $372K
|
65K
$6.68M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.58K+ 18.67% |
$360K - $370K
|
22.8K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.52K+ 3.68% |
$354K - $364K
|
99.2K
$10.2M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
3.46K+ 6.52% |
$348K - $357K
|
56.4K
$5.8M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
3.37KNew |
$339K - $349K
|
3.37K
$346K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.35K+ 10.54% |
$337K - $347K
|
35.2K
$3.61M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
3.31KNew |
$333K - $343K
|
3.31K
$340K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.27K+ 4.32% |
$329K - $338K
|
78.9K
$8.1M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.24K+ 126.96% |
$326K - $335K
|
5.79K
$595K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3.13K+ 4.11% |
$315K - $324K
|
79.3K
$8.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
3.08K+ 1.96% |
$310K - $319K
|
160K
$16.4M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.04K+ 35.95% |
$306K - $315K
|
11.5K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
3KNew |
$302K - $310K
|
3K
$308K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
2.99K+ 2.08% |
$301K - $309K
|
147K
$15.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.87KNew |
$288K - $296K
|
2.87K
$294K
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
2.82K+ 1.57% |
$283K - $292K
|
182K
$18.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.8K+ 3.3% |
$282K - $290K
|
87.7K
$9.01M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
2.79KNew |
$281K - $289K
|
2.79K
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.78K+ 4.61% |
$279K - $287K
|
63.1K
$6.48M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.78K+ 11.55% |
$279K - $287K
|
26.8K
$2.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.72KNew |
$273K - $281K
|
2.72K
$279K
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.7K+ 5.9% |
$272K - $280K
|
48.5K
$4.99M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.66KNew |
$268K - $276K
|
2.66K
$274K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.63KNew |
$264K - $272K
|
2.63K
$270K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.43K+ 9.12% |
$244K - $251K
|
29K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
2.42K+ 10.32% |
$243K - $250K
|
25.8K
$2.65M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.4KNew |
$241K - $248K
|
2.4K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.37KNew |
$238K - $245K
|
2.37K
$244K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.34K+ 28.41% |
$235K - $242K
|
10.6K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.31KNew |
$233K - $239K
|
2.31K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.3KNew |
$232K - $238K
|
2.3K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.27K+ 20.6% |
$229K - $235K
|
13.3K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.24KNew |
$226K - $232K
|
2.24K
$230K
|