Purchases and Sales Made in Q2 2022 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 2022. 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, 2022
Q2 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-2.95K- 12.88% |
$298K - $308K
|
19.9K
$2.01M
|
|
Dec 20, 2022
Q2 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-2.95K- 12.88% |
$298K - $308K
|
19.9K
$2.01M
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3K- 48.47% |
$304K - $314K
|
3.19K
$322K
|
|
Jul 12, 2022
Q2 2022
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-3.12K- 18.56% |
$316K - $326K
|
13.7K
$1.38M
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-3.38K- 7.98% |
$342K - $354K
|
39K
$3.93M
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.5K- 28.46% |
$354K - $366K
|
8.8K
$887K
|
|
Jul 12, 2022
Q2 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-3.73K- 49.22% |
$378K - $391K
|
3.85K
$388K
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-3.76KClosed |
$380K - $393K
|
0
$0
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
SELL
|
- |
-3.82K- 3.51% |
$386K - $399K
|
105K
$10.6M
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-3.88K- 4.58% |
$392K - $406K
|
80.7K
$8.14M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.12K- 0.39% |
$417K - $431K
|
1.04M
$105M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.22K- 4.14% |
$427K - $441K
|
97.7K
$9.85M
|
|
Jul 14, 2022
Q2 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-4.37K- 3.56% |
$442K - $457K
|
118K
$11.9M
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-4.68KClosed |
$474K - $490K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-4.76K- 8.84% |
$482K - $498K
|
49.1K
$4.95M
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-4.89K- 2.86% |
$496K - $512K
|
166K
$16.7M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4.95K- 65.55% |
$501K - $518K
|
2.6K
$262K
|
|
Jul 07, 2022
Q2 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-5.26K- 1.99% |
$533K - $550K
|
260K
$26.2M
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.74K- 61.06% |
$581K - $600K
|
3.66K
$369K
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.97KClosed |
$605K - $625K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Austin Asset Management CO Inc
|
SELL
|
- |
-6.43K- 2.84% |
$651K - $673K
|
220K
$22.2M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.11K- 10.55% |
$720K - $744K
|
60.3K
$6.08M
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-7.32K- 6.39% |
$742K - $766K
|
107K
$10.8M
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-7.62K- 2.94% |
$771K - $797K
|
251K
$25.3M
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-8.54KClosed |
$865K - $894K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-8.67KClosed |
$878K - $907K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-8.99K- 23.17% |
$910K - $941K
|
29.8K
$3.01M
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.07KClosed |
$918K - $949K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-9.44K- 98.79% |
$956K - $988K
|
116
$11.7K
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-9.95KClosed |
$1.01M - $1.04M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.6K- 24.12% |
$1.08M - $1.11M
|
33.4K
$3.37M
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.6K- 22.64% |
$1.08M - $1.11M
|
36.3K
$3.66M
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-10.8K- 27.08% |
$1.09M - $1.13M
|
29.1K
$2.93M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.1K- 31.24% |
$1.12M - $1.16M
|
24.4K
$2.46M
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-11.6K- 1.71% |
$1.18M - $1.22M
|
669K
$67.5M
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-11.8K- 4.78% |
$1.2M - $1.24M
|
236K
$23.8M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-12.3K- 0.67% |
$1.24M - $1.29M
|
1.82M
$183M
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-12.5KClosed |
$1.26M - $1.31M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-14KClosed |
$1.41M - $1.46M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-14K- 41.35% |
$1.41M - $1.46M
|
19.8K
$1.99M
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-15K- 12.85% |
$1.52M - $1.57M
|
102K
$10.3M
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-16.3K- 53.23% |
$1.65M - $1.71M
|
14.3K
$1.45M
|
|
Aug 15, 2022
Q2 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-18KClosed |
$1.82M - $1.88M
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-18.3K- 92.09% |
$1.85M - $1.92M
|
1.57K
$159K
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-18.9KClosed |
$1.91M - $1.97M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-19.2K- 10.38% |
$1.94M - $2.01M
|
166K
$16.7M
|
|
Aug 15, 2022
Q2 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-20K- 8.76% |
$2.03M - $2.09M
|
208K
$21M
|
|
Aug 22, 2022
Q2 2022
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-20.2K- 38.95% |
$2.05M - $2.11M
|
31.7K
$3.19M
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-21.2KClosed |
$2.15M - $2.22M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-21.6K- 91.96% |
$2.18M - $2.26M
|
1.88K
$190K
|