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 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-133- 1.47% |
$13.4K - $13.8K
|
8.91K
$915K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-139- 0.08% |
$14K - $14.4K
|
184K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-141- 31.9% |
$14.2K - $14.6K
|
301
$30.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-143- 1.61% |
$14.4K - $14.8K
|
8.77K
$900K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-147- 1.88% |
$14.8K - $15.2K
|
7.68K
$789K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-153- 5.12% |
$15.4K - $15.8K
|
2.84K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-156- 7.02% |
$15.7K - $16.1K
|
2.07K
$212K
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-160- 5.92% |
$16.1K - $16.6K
|
2.54K
$261K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-162- 2.07% |
$16.3K - $16.8K
|
7.68K
$789K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-165- 7.75% |
$16.6K - $17.1K
|
1.96K
$202K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-172- 4.02% |
$17.3K - $17.8K
|
4.11K
$422K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-178- 7.1% |
$17.9K - $18.4K
|
2.33K
$239K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-180- 2.84% |
$18.1K - $18.6K
|
6.15K
$631K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-198- 3.94% |
$19.9K - $20.5K
|
4.83K
$496K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-203- 3.36% |
$20.4K - $21K
|
5.84K
$600K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-207- 4.78% |
$20.8K - $21.4K
|
4.13K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-230- 8.6% |
$23.1K - $23.8K
|
2.45K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-241- 10.17% |
$24.2K - $24.9K
|
2.13K
$219K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-244- 6.89% |
$24.5K - $25.2K
|
3.3K
$339K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-246- 1.5% |
$24.7K - $25.5K
|
16.2K
$1.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-248- 5.97% |
$24.9K - $25.7K
|
3.91K
$401K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-251- 2.94% |
$25.2K - $26K
|
8.3K
$852K
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-252- 0.82% |
$25.3K - $26.1K
|
30.6K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-259- 0.21% |
$26.1K - $26.8K
|
122K
$12.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-277- 9.18% |
$27.9K - $28.7K
|
2.74K
$282K
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-304- 4.36% |
$30.6K - $31.5K
|
6.67K
$685K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-311- 3.03% |
$31.3K - $32.2K
|
9.94K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-334- 13.33% |
$33.6K - $34.6K
|
2.17K
$223K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-352- 2.72% |
$35.4K - $36.4K
|
12.6K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-355- 7.92% |
$35.7K - $36.7K
|
4.13K
$424K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-361- 2.09% |
$36.3K - $37.4K
|
16.9K
$1.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-379- 6.76% |
$38.1K - $39.2K
|
5.23K
$537K
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-400- 15.38% |
$40.2K - $41.4K
|
2.2K
$226K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-407- 2.51% |
$40.9K - $42.1K
|
15.8K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-410- 1.2% |
$41.2K - $42.4K
|
33.8K
$3.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-426- 0.43% |
$42.9K - $44.1K
|
97.8K
$10M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-435- 0.22% |
$43.8K - $45K
|
194K
$20M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-478- 3.03% |
$48.1K - $49.5K
|
15.3K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-483- 3.89% |
$48.6K - $50K
|
11.9K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-490- 7.12% |
$49.3K - $50.7K
|
6.39K
$656K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-545- 84.63% |
$54.8K - $56.4K
|
99
$10.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-561- 2.25% |
$56.4K - $58K
|
24.3K
$2.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-565- 11.51% |
$56.8K - $58.5K
|
4.34K
$446K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-628- 2.7% |
$63.2K - $65K
|
22.6K
$2.32M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-629- 17.23% |
$63.3K - $65.1K
|
3.02K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-642- 20.73% |
$64.6K - $66.4K
|
2.46K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-649- 11.65% |
$65.3K - $67.2K
|
4.92K
$505K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-663- 4.2% |
$66.7K - $68.6K
|
15.1K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-674- 2.78% |
$67.8K - $69.7K
|
23.6K
$2.42M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-702- 11.02% |
$70.6K - $72.6K
|
5.67K
$582K
|