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 |
---|---|---|---|---|---|---|---|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.9K+ 10.81% |
$306K - $310K
|
29.7K
$3.02M
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
2.88KNew |
$304K - $308K
|
2.88K
$293K
|
|
Aug 13, 2021
Q2 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
2.82K+ 4.06% |
$297K - $301K
|
72.3K
$7.34M
|
|
Jul 13, 2021
Q2 2021
|
Kwmg, LLC
|
BUY
|
- |
2.81K+ 3.09% |
$296K - $300K
|
93.7K
$9.51M
|
|
Apr 19, 2024
Q2 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.75K+ 12.13% |
$290K - $294K
|
25.4K
$2.58M
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.75K+ 55.89% |
$290K - $293K
|
7.66K
$778K
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.67KNew |
$281K - $285K
|
2.67K
$271K
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.66K+ 23.67% |
$280K - $284K
|
13.9K
$1.41M
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.64K+ 111.94% |
$279K - $283K
|
5.01K
$508K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.62K+ 2.83% |
$276K - $280K
|
95.1K
$9.66M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.57KNew |
$271K - $274K
|
2.57K
$261K
|
|
Aug 10, 2021
Q2 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.55K+ 29.28% |
$269K - $273K
|
11.3K
$1.15M
|
|
Jul 13, 2021
Q2 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.45K+ 20.14% |
$259K - $262K
|
14.6K
$1.49M
|
|
Aug 10, 2021
Q2 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.36K+ 14.47% |
$248K - $252K
|
18.6K
$1.89M
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.27KNew |
$240K - $243K
|
2.27K
$231K
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.25K+ 12.67% |
$237K - $240K
|
20K
$2.03M
|
|
Jul 21, 2021
Q2 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.23KNew |
$235K - $238K
|
2.23K
$226K
|
|
Jul 29, 2021
Q2 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.2KNew |
$232K - $235K
|
2.2K
$223K
|
|
Aug 16, 2021
Q2 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.2KNew |
$232K - $235K
|
2.2K
$223K
|
|
Jul 23, 2021
Q2 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.16K+ 47.05% |
$228K - $231K
|
6.75K
$686K
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
2.15KNew |
$226K - $229K
|
2.15K
$218K
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.11K+ 17.34% |
$223K - $226K
|
14.3K
$1.45M
|
|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
BUY
|
- |
2.06KNew |
$218K - $220K
|
2.06K
$210K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.06K+ 15.84% |
$217K - $220K
|
15.1K
$1.53M
|
|
Aug 16, 2021
Q2 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.05K+ 1.82% |
$216K - $219K
|
115K
$11.6M
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.03K+ 83.7% |
$214K - $217K
|
4.46K
$453K
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.03KNew |
$214K - $217K
|
2.03K
$206K
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
2.01KNew |
$212K - $215K
|
2.01K
$204K
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.01KNew |
$212K - $215K
|
2.01K
$204K
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.99KNew |
$210K - $213K
|
1.99K
$202K
|
|
Aug 13, 2021
Q2 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.92KNew |
$202K - $205K
|
1.92K
$195K
|
|
Jul 21, 2021
Q2 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.83K+ 1.54% |
$193K - $196K
|
121K
$12.3M
|
|
Aug 16, 2021
Q2 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.8K+ 6.16% |
$190K - $192K
|
31K
$3.15M
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.79K+ 54.53% |
$189K - $192K
|
5.08K
$516K
|
|
Aug 05, 2021
Q2 2021
|
Horan Securities, Inc.
|
BUY
|
- |
1.61K+ 300.0% |
$170K - $172K
|
2.14K
$218K
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.52K+ 22.1% |
$161K - $163K
|
8.41K
$854K
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.37K+ 9.3% |
$144K - $146K
|
16K
$1.63M
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.23K+ 4.46% |
$130K - $131K
|
28.8K
$2.93M
|
|
Jul 07, 2021
Q2 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.22K+ 4.96% |
$129K - $130K
|
25.8K
$2.62M
|
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.11K+ 1.5% |
$117K - $118K
|
74.7K
$7.59M
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.09K+ 4.0% |
$115K - $116K
|
28.3K
$2.87M
|
|
Jul 29, 2021
Q2 2021
|
Rhs Financial, LLC
|
BUY
|
- |
1.07K+ 10.84% |
$113K - $114K
|
11K
$1.11M
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.05K+ 31.07% |
$110K - $112K
|
4.42K
$449K
|
|
Aug 05, 2021
Q2 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
1K+ 11.86% |
$105K - $107K
|
9.43K
$958K
|
|
Aug 03, 2021
Q2 2021
|
360 Financial, Inc.
|
BUY
|
- |
1K+ 20.0% |
$105K - $107K
|
6K
$609K
|
|
Aug 11, 2021
Q2 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
995+ 4.28% |
$105K - $106K
|
24.2K
$2.46M
|
|
Aug 10, 2021
Q2 2021
|
Advisor Os, LLC
|
BUY
|
- |
994+ 19.3% |
$105K - $106K
|
6.15K
$624K
|
|
Aug 09, 2021
Q2 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
988+ 49.4% |
$104K - $106K
|
2.99K
$303K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
930+ 2.57% |
$98.1K - $99.4K
|
37.1K
$3.77M
|
|
Aug 12, 2021
Q2 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
875New |
$92.3K - $93.5K
|
875
$88.9K
|