Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2021
Q2 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
36.5K+ 8.78% |
$3.85M - $3.9M
|
452K
$45.9M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.8K+ 519.71% |
$3.67M - $3.72M
|
41.5K
$4.22M
|
|
|
Aug 12, 2021
Q2 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
34KNew |
$3.59M - $3.64M
|
34K
$3.46M
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32.9K+ 52.98% |
$3.47M - $3.52M
|
95.1K
$9.68M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.2K+ 17.32% |
$3.4M - $3.45M
|
218K
$22.2M
|
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
31.9K+ 11.33% |
$3.36M - $3.41M
|
313K
$31.9M
|
|
|
Jul 23, 2021
Q2 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
31.8K+ 25.09% |
$3.35M - $3.4M
|
159K
$16.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Destination Wealth Management
|
BUY
|
- |
31.5K+ 5.28% |
$3.32M - $3.37M
|
629K
$64M
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
31.4K+ 40.43% |
$3.31M - $3.35M
|
109K
$11.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
31K+ 196.15% |
$3.27M - $3.31M
|
46.8K
$4.76M
|
|
|
Jul 28, 2021
Q2 2021
|
Retirement Capital Strategies
|
BUY
|
- |
29.7K+ 19.73% |
$3.14M - $3.18M
|
180K
$18.4M
|
|
|
Jul 12, 2021
Q2 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
28.6KNew |
$3.02M - $3.06M
|
28.6K
$2.91M
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
28KNew |
$2.95M - $2.99M
|
28K
$2.84M
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
27.4K+ 98.49% |
$2.89M - $2.93M
|
55.3K
$5.62M
|
|
|
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
24.7K+ 25.77% |
$2.6M - $2.64M
|
120K
$12.3M
|
|
|
Jul 21, 2021
Q2 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
21.8K+ 26.32% |
$2.29M - $2.33M
|
104K
$10.6M
|
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
18.2K+ 324.14% |
$1.92M - $1.94M
|
23.8K
$2.42M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.1K+ 130.52% |
$1.91M - $1.94M
|
32K
$3.25M
|
|
|
Aug 05, 2021
Q2 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
18.1K+ 11.93% |
$1.91M - $1.93M
|
170K
$17.3M
|
|
|
Aug 11, 2021
Q2 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
17K+ 28.36% |
$1.79M - $1.82M
|
76.9K
$7.82M
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
16.8K+ 826.56% |
$1.78M - $1.8M
|
18.9K
$1.92M
|
|
|
Jul 29, 2021
Q2 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
15.3K+ 42.13% |
$1.61M - $1.64M
|
51.6K
$5.25M
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.9K+ 42.85% |
$1.58M - $1.6M
|
49.8K
$5.07M
|
|
|
Aug 11, 2021
Q2 2021
|
Barings LLC
|
BUY
|
- |
14.7K+ 17.64% |
$1.55M - $1.57M
|
98K
$9.97M
|
|
|
Aug 09, 2021
Q2 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
14.7KNew |
$1.55M - $1.57M
|
14.7K
$1.49M
|
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
13.8K+ 5539.6% |
$1.46M - $1.48M
|
14.1K
$1.43M
|
|
|
Jul 21, 2021
Q2 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
13.6K+ 5.94% |
$1.44M - $1.46M
|
243K
$24.8M
|
|
|
Jul 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
13.5K+ 16.39% |
$1.42M - $1.44M
|
95.8K
$9.75M
|
|
|
Aug 13, 2021
Q2 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
12.8KNew |
$1.35M - $1.37M
|
12.8K
$1.3M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
12.8K+ 149.04% |
$1.35M - $1.37M
|
21.4K
$2.18M
|
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11.8KNew |
$1.24M - $1.26M
|
11.8K
$1.2M
|
|
|
Jul 12, 2021
Q2 2021
|
Courier Capital LLC
|
BUY
|
- |
11.6K+ 11.94% |
$1.22M - $1.24M
|
109K
$11.1M
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
11.4K+ 60.19% |
$1.21M - $1.22M
|
30.5K
$3.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Townsquare Capital LLC
|
BUY
|
- |
11.1K+ 23.84% |
$1.17M - $1.19M
|
57.8K
$5.88M
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
10.9KNew |
$1.15M - $1.17M
|
10.9K
$1.11M
|
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$1.14M - $1.15M
|
10.8K
$1.1M
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.5KNew |
$1.11M - $1.12M
|
10.5K
$1.07M
|
|
|
Jul 27, 2021
Q2 2021
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
10.1KNew |
$1.06M - $1.08M
|
10.1K
$1.02M
|
|
|
Aug 13, 2021
Q2 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
10K+ 14.2% |
$1.06M - $1.07M
|
80.7K
$8.21M
|
|
|
Aug 02, 2021
Q2 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
9.98K+ 155.65% |
$1.05M - $1.07M
|
16.4K
$1.67M
|
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
9.8K+ 111.01% |
$1.03M - $1.05M
|
18.6K
$1.89M
|
|
|
Aug 11, 2021
Q2 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
9.25K+ 19.38% |
$976K - $989K
|
57K
$5.8M
|
|
|
Aug 12, 2021
Q2 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
8.57K+ 8.18% |
$903K - $915K
|
113K
$11.5M
|
|
|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
BUY
|
- |
8.1K+ 344.3% |
$854K - $866K
|
10.5K
$1.06M
|
|
|
Jul 19, 2021
Q2 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
7.95K+ 92.37% |
$839K - $850K
|
16.6K
$1.69M
|
|
|
Aug 05, 2021
Q2 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.95K+ 9.89% |
$838K - $850K
|
88.3K
$8.99M
|
|
|
Aug 10, 2021
Q2 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.54KNew |
$795K - $806K
|
7.54K
$767K
|
|
|
Jul 26, 2021
Q2 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
7.51K+ 15.96% |
$792K - $802K
|
54.6K
$5.55M
|
|
|
Jul 12, 2021
Q2 2021
|
Parkside Advisors LLC
|
BUY
|
- |
7.21K+ 10.62% |
$761K - $771K
|
75.1K
$7.65M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.02K+ 48.09% |
$740K - $750K
|
21.6K
$2.2M
|