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 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2+ 0.13% |
$201 - $207
|
1.57K
$161K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 1.52% |
$101 - $103
|
67
$6.88K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1+ 0.01% |
$101 - $103
|
9.63K
$989K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1+ 0.01% |
$101 - $103
|
19.6K
$2.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
1+ 0.05% |
$101 - $103
|
2.03K
$209K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1New |
$101 - $103
|
1
$103
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.14% |
$101 - $103
|
693
$71.2K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.1% |
$101 - $103
|
1.02K
$105K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$101 - $103
|
5.68K
$584K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1New |
$101 - $103
|
1
$103
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.1% |
$101 - $103
|
991
$102K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1+ 0.03% |
$101 - $103
|
3.34K
$343K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4- 2.33% |
$402 - $414
|
168
$17.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6- 5.13% |
$604 - $621
|
111
$11.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-8- 0.19% |
$805 - $828
|
4.1K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-11- 0.41% |
$1.11K - $1.14K
|
2.66K
$273K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-14- 2.1% |
$1.41K - $1.45K
|
652
$67K
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-16- 0.5% |
$1.61K - $1.66K
|
3.21K
$330K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-19- 2.52% |
$1.91K - $1.97K
|
736
$75.6K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20- 0.92% |
$2.01K - $2.07K
|
2.16K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21- 1.63% |
$2.11K - $2.17K
|
1.26K
$130K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-24- 0.47% |
$2.41K - $2.48K
|
5.11K
$525K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-25- 0.45% |
$2.51K - $2.59K
|
5.56K
$571K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-28- 0.78% |
$2.82K - $2.9K
|
3.56K
$366K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-30- 4.48% |
$3.02K - $3.1K
|
640
$65.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-32- 0.4% |
$3.22K - $3.31K
|
7.99K
$820K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-37- 0.76% |
$3.72K - $3.83K
|
4.86K
$499K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-37- 11.14% |
$3.72K - $3.83K
|
295
$30.3K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-40- 0.9% |
$4.02K - $4.14K
|
4.4K
$452K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-45- 1.45% |
$4.53K - $4.66K
|
3.05K
$313K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-51- 20.16% |
$5.13K - $5.28K
|
202
$20.7K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-52- 96.3% |
$5.23K - $5.38K
|
2
$205
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-53- 27.32% |
$5.33K - $5.48K
|
141
$14.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-57- 0.29% |
$5.73K - $5.9K
|
19.7K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-58- 2.55% |
$5.83K - $6K
|
2.22K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-59- 1.39% |
$5.93K - $6.1K
|
4.18K
$429K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-62- 0.11% |
$6.24K - $6.42K
|
54K
$5.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-68- 1.23% |
$6.84K - $7.04K
|
5.45K
$560K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-70- 0.79% |
$7.04K - $7.24K
|
8.78K
$902K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-70- 0.35% |
$7.04K - $7.24K
|
19.9K
$2.05M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-84- 2.58% |
$8.45K - $8.69K
|
3.18K
$326K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-85- 1.24% |
$8.55K - $8.79K
|
6.78K
$696K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-90- 30.0% |
$9.05K - $9.31K
|
210
$21.6K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-98- 4.11% |
$9.86K - $10.1K
|
2.29K
$235K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-100- 4.52% |
$10.1K - $10.3K
|
2.11K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-100- 1.1% |
$10.1K - $10.3K
|
8.98K
$923K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-100- 0.4% |
$10.1K - $10.3K
|
24.6K
$2.53M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-100- 8.86% |
$10.1K - $10.3K
|
1.03K
$106K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-124- 2.47% |
$12.5K - $12.8K
|
4.9K
$503K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-128- 0.19% |
$12.9K - $13.2K
|
66K
$6.78M
|