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 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
160+ 2.01% |
$16.1K - $16.6K
|
8.14K
$836K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
154+ 2.16% |
$15.5K - $15.9K
|
7.27K
$747K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
145+ 0.46% |
$14.6K - $15K
|
31.6K
$3.24M
|
|
|
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
$12.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
110+ 0.92% |
$11.1K - $11.4K
|
12K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
102+ 2.78% |
$10.3K - $10.6K
|
3.77K
$387K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
102+ 2.78% |
$10.3K - $10.6K
|
3.77K
$387K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
97+ 34.04% |
$9.76K - $10K
|
382
$39.2K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
92+ 1.7% |
$9.25K - $9.52K
|
5.5K
$565K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
86+ 40.0% |
$8.65K - $8.9K
|
301
$30.9K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
81New |
$8.15K - $8.38K
|
81
$8.32K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
80+ 1.21% |
$8.05K - $8.28K
|
6.72K
$690K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
80New |
$8.05K - $8.28K
|
80
$8.22K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
79New |
$7.95K - $8.17K
|
79
$8.11K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
75New |
$7.54K - $7.76K
|
75
$7.7K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
72+ 313.04% |
$7.24K - $7.45K
|
95
$9.76K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
71+ 0.06% |
$7.14K - $7.35K
|
113K
$11.6M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
69+ 0.01% |
$6.94K - $7.14K
|
623K
$64M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
68+ 0.2% |
$6.84K - $7.04K
|
34.8K
$3.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
63New |
$6.34K - $6.52K
|
63
$6.47K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
62New |
$6.24K - $6.42K
|
62
$6.37K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
45+ 0.22% |
$4.53K - $4.66K
|
20.4K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
43+ 0.87% |
$4.33K - $4.45K
|
4.98K
$512K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43+ 1075.0% |
$4.33K - $4.45K
|
47
$4.83K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
39+ 1.62% |
$3.92K - $4.04K
|
2.45K
$252K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
37New |
$3.72K - $3.83K
|
37
$3.8K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
36+ 0.26% |
$3.62K - $3.72K
|
13.9K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
35+ 0.14% |
$3.52K - $3.62K
|
25.1K
$2.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
29New |
$2.92K - $3K
|
29
$2.98K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
27+ 0.49% |
$2.72K - $2.79K
|
5.52K
$567K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25New |
$2.51K - $2.59K
|
25
$2.57K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
23+ 0.7% |
$2.31K - $2.38K
|
3.3K
$339K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
23+ 0.7% |
$2.31K - $2.38K
|
3.32K
$341K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
20+ 0.14% |
$2.01K - $2.07K
|
14K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
13+ 0.09% |
$1.31K - $1.35K
|
13.8K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
11New |
$1.11K - $1.14K
|
11
$1.13K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
11New |
$1.11K - $1.14K
|
11
$1.13K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
9+ 0.18% |
$905 - $931
|
5.15K
$529K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
7+ 0.19% |
$704 - $724
|
3.61K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6+ 0.11% |
$604 - $621
|
5.52K
$567K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
5New |
$503 - $517
|
5
$514
|
|
|
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
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
4+ 0.14% |
$402 - $414
|
2.8K
$287K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
4+ 0.15% |
$402 - $414
|
2.75K
$282K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3New |
$302 - $310
|
3
$308
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.08% |
$302 - $310
|
4K
$411K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3+ 0.15% |
$302 - $310
|
2.04K
$210K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2New |
$201 - $207
|
2
$205
|