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
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.23K+ 52.79% |
$224K - $231K
|
6.45K
$663K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.23K+ 11.54% |
$224K - $231K
|
21.5K
$2.21M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
2.23K+ 1.18% |
$224K - $230K
|
191K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.22K+ 392.24% |
$224K - $230K
|
2.79K
$287K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.21K+ 14.8% |
$222K - $228K
|
17.1K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.19K+ 6.63% |
$220K - $226K
|
35.2K
$3.61M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.18KNew |
$220K - $226K
|
2.18K
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.17KNew |
$218K - $224K
|
2.17K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.1KNew |
$211K - $217K
|
2.1K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.08K+ 0.27% |
$209K - $215K
|
775K
$79.6M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.06K+ 5.64% |
$207K - $213K
|
38.5K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.04KNew |
$205K - $211K
|
2.04K
$210K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.03K+ 2.9% |
$204K - $210K
|
72.2K
$7.41M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.98K+ 1.64% |
$199K - $205K
|
123K
$12.6M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.98K+ 4.26% |
$199K - $204K
|
48.4K
$4.97M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.88K+ 7.97% |
$189K - $195K
|
25.5K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.86K+ 35.46% |
$187K - $192K
|
7.1K
$729K
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.8K+ 47.15% |
$181K - $187K
|
5.63K
$578K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.74K+ 28.19% |
$175K - $180K
|
7.92K
$813K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
1.61K+ 5.03% |
$162K - $167K
|
33.6K
$3.45M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.51K+ 8.97% |
$152K - $156K
|
18.3K
$1.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.49K+ 10.08% |
$149K - $154K
|
16.2K
$1.67M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.48K+ 38.86% |
$149K - $153K
|
5.29K
$544K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.48K+ 1.36% |
$148K - $153K
|
110K
$11.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
1.44K+ 1.4% |
$145K - $149K
|
104K
$10.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.4K+ 6.8% |
$141K - $145K
|
22K
$2.26M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.39K+ 36.86% |
$140K - $144K
|
5.15K
$529K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.37K+ 19.6% |
$138K - $142K
|
8.35K
$857K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.32K+ 3.31% |
$132K - $136K
|
41.1K
$4.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.31K+ 22.86% |
$132K - $136K
|
7.06K
$725K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.29K+ 11.9% |
$129K - $133K
|
12.1K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.28K+ 25.32% |
$129K - $133K
|
6.35K
$652K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.27K+ 20.62% |
$127K - $131K
|
7.41K
$761K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.24K+ 6.56% |
$124K - $128K
|
20.1K
$2.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.2K+ 4.87% |
$121K - $125K
|
25.9K
$2.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.18K+ 6.82% |
$119K - $122K
|
18.5K
$1.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.18K+ 3.86% |
$119K - $122K
|
31.7K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.17K+ 13.68% |
$117K - $121K
|
9.68K
$994K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.09K+ 48.34% |
$110K - $113K
|
3.35K
$344K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.02K+ 34.48% |
$103K - $105K
|
3.97K
$408K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.01K+ 0.77% |
$101K - $104K
|
132K
$13.6M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
995+ 4.72% |
$100K - $103K
|
22.1K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
959New |
$96.5K - $99.2K
|
959
$98.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
953+ 5.18% |
$95.9K - $98.6K
|
19.4K
$1.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
940New |
$94.6K - $97.3K
|
940
$96.5K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
873+ 16.87% |
$87.8K - $90.3K
|
6.05K
$621K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
794+ 1.22% |
$79.9K - $82.2K
|
65.7K
$6.75M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
768+ 5.39% |
$77.3K - $79.5K
|
15K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
760+ 0.57% |
$76.4K - $78.6K
|
133K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
743+ 3.6% |
$74.7K - $76.9K
|
21.4K
$2.19M
|