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 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
724+ 88.51% |
$72.8K - $74.9K
|
1.54K
$158K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
702+ 13.58% |
$70.6K - $72.6K
|
5.87K
$603K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
695+ 13.72% |
$69.9K - $71.9K
|
5.76K
$592K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
693+ 10.23% |
$69.7K - $71.7K
|
7.47K
$767K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
685+ 11.83% |
$68.9K - $70.9K
|
6.48K
$665K
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
668+ 22.16% |
$67.2K - $69.1K
|
3.68K
$378K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
589+ 8.31% |
$59.2K - $60.9K
|
7.68K
$789K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
552+ 4.52% |
$55.5K - $57.1K
|
12.8K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
532New |
$53.5K - $55K
|
532
$54.6K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
528+ 1.85% |
$53.1K - $54.6K
|
29.1K
$2.99M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
520+ 11.4% |
$52.3K - $53.8K
|
5.08K
$522K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
518New |
$52.1K - $53.6K
|
518
$53.2K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
513+ 0.39% |
$51.6K - $53.1K
|
132K
$13.6M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
500+ 3.93% |
$50.3K - $51.7K
|
13.2K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
491+ 103.15% |
$49.4K - $50.8K
|
967
$99.3K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
484+ 4.07% |
$48.7K - $50.1K
|
12.4K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
470+ 2.64% |
$47.3K - $48.6K
|
18.3K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
461New |
$46.4K - $47.7K
|
461
$47.3K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
441+ 12.41% |
$44.4K - $45.6K
|
4K
$410K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
420+ 10.61% |
$42.2K - $43.5K
|
4.38K
$450K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
408+ 22.23% |
$41K - $42.2K
|
2.24K
$230K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
395+ 7.53% |
$39.7K - $40.9K
|
5.64K
$579K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
389+ 4.77% |
$39.1K - $40.2K
|
8.55K
$878K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
389+ 7780.0% |
$39.1K - $40.2K
|
394
$40.5K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
383New |
$38.5K - $39.6K
|
383
$39.3K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
381+ 3.0% |
$38.3K - $39.4K
|
13.1K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
376+ 2.74% |
$37.8K - $38.9K
|
14.1K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
375+ 12.43% |
$37.7K - $38.8K
|
3.39K
$348K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
353+ 35300.0% |
$35.5K - $36.5K
|
354
$36.4K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
342+ 1.16% |
$34.4K - $35.4K
|
29.7K
$3.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
331+ 5.62% |
$33.3K - $34.2K
|
6.22K
$639K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
325+ 0.69% |
$32.7K - $33.6K
|
47.6K
$4.88M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
316+ 24.03% |
$31.8K - $32.7K
|
1.63K
$168K
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
305+ 0.94% |
$30.7K - $31.6K
|
32.8K
$3.37M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
267New |
$26.9K - $27.6K
|
267
$27.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
262+ 4.34% |
$26.4K - $27.1K
|
6.3K
$647K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
253+ 0.31% |
$25.4K - $26.2K
|
81.9K
$8.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
245+ 5.9% |
$24.6K - $25.4K
|
4.4K
$451K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
236+ 0.97% |
$23.7K - $24.4K
|
24.6K
$2.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
235+ 2.68% |
$23.6K - $24.3K
|
9.02K
$926K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
223+ 1.68% |
$22.4K - $23.1K
|
13.5K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
214+ 1.31% |
$21.5K - $22.1K
|
16.5K
$1.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
210+ 4.6% |
$21.1K - $21.7K
|
4.77K
$490K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
207+ 0.64% |
$20.8K - $21.4K
|
32.6K
$3.35M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
200New |
$20.1K - $20.7K
|
200
$20.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
200New |
$20.1K - $20.7K
|
200
$20.5K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
199+ 6.7% |
$20K - $20.6K
|
3.17K
$325K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
173+ 3.06% |
$17.4K - $17.9K
|
5.82K
$598K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
166+ 8.67% |
$16.7K - $17.2K
|
2.08K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
160+ 3.22% |
$16.1K - $16.6K
|
5.13K
$526K
|