Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.53M+ 356.21% |
$258M - $262M
|
3.25M
$334M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.28M+ 79.71% |
$130M - $132M
|
2.88M
$297M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
671K+ 71.1% |
$68.5M - $69.5M
|
1.62M
$166M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
627KNew |
$63.9M - $64.8M
|
627K
$64.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
429K+ 31.61% |
$43.8M - $44.4M
|
1.79M
$184M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
403K+ 1229.12% |
$41.1M - $41.7M
|
436K
$44.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
345KNew |
$35.2M - $35.7M
|
345K
$35.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
247K+ 13.91% |
$25.2M - $25.6M
|
2.02M
$208M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
226K+ 539.67% |
$23M - $23.4M
|
268K
$27.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
204K+ 34.76% |
$20.8M - $21.1M
|
789K
$81.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
198K+ 50.81% |
$20.2M - $20.5M
|
589K
$60.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
184K+ 4.82% |
$18.8M - $19.1M
|
4.01M
$412M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
169K+ 1556.06% |
$17.3M - $17.5M
|
180K
$18.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
165KNew |
$16.9M - $17.1M
|
165K
$17M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
164K+ 164.81% |
$16.7M - $17M
|
263K
$27.1M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
164KNew |
$16.7M - $16.9M
|
164K
$16.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
160K+ 334.46% |
$16.3M - $16.6M
|
208K
$21.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
155K+ 131.34% |
$15.8M - $16M
|
272K
$28M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
144K+ 2318.16% |
$14.7M - $14.9M
|
150K
$15.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
137K+ 823.58% |
$14M - $14.2M
|
154K
$15.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
131KNew |
$13.4M - $13.6M
|
131K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
121K+ 24.83% |
$12.4M - $12.6M
|
610K
$62.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
120KNew |
$12.3M - $12.5M
|
120K
$12.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
120KNew |
$12.3M - $12.5M
|
120K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
114KNew |
$11.7M - $11.8M
|
114K
$11.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
112K+ 85.46% |
$11.5M - $11.6M
|
244K
$25.1M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
110K+ 5093.25% |
$11.2M - $11.4M
|
112K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
105K+ 104.31% |
$10.7M - $10.9M
|
206K
$21.2M
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
103KNew |
$10.5M - $10.7M
|
103K
$10.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
102KNew |
$10.4M - $10.6M
|
102K
$10.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
93.5K+ 1592.12% |
$9.54M - $9.68M
|
99.4K
$10.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
89.9K+ 9.63% |
$9.17M - $9.31M
|
1.02M
$105M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
88.1K+ 28.4% |
$8.98M - $9.11M
|
398K
$41M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
81.5K+ 10191.0% |
$8.32M - $8.44M
|
82.3K
$8.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
78.4K+ 21.3% |
$8M - $8.12M
|
447K
$46M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
74.7K+ 75.28% |
$7.62M - $7.73M
|
174K
$17.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
70.2K+ 3.58% |
$7.16M - $7.26M
|
2.03M
$209M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
69.7K+ 16.21% |
$7.11M - $7.22M
|
500K
$51.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
68.2K+ 9.21% |
$6.96M - $7.06M
|
809K
$83.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
67.8K+ 55.76% |
$6.92M - $7.02M
|
189K
$19.5M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
65K+ 7.06% |
$6.64M - $6.73M
|
987K
$102M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
61.9KNew |
$6.31M - $6.4M
|
61.9K
$6.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
61K+ 44.86% |
$6.23M - $6.32M
|
197K
$20.3M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
57.9K+ 22.01% |
$5.91M - $6M
|
321K
$33M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
56.2K+ 10.36% |
$5.74M - $5.82M
|
599K
$61.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Keating Investment Counselors Inc
|
BUY
|
- |
55.2K+ 10.93% |
$5.63M - $5.71M
|
560K
$57.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
52.5K+ 181058.62% |
$5.36M - $5.43M
|
52.5K
$5.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
50.7K+ 57.76% |
$5.17M - $5.24M
|
138K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
48.6K+ 106.62% |
$4.96M - $5.03M
|
94.1K
$9.68M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
47.7KNew |
$4.86M - $4.93M
|
47.7K
$4.9M
|