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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-301- 2.16% |
$30.7K - $31.2K
|
13.6K
$1.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-321- 2.32% |
$32.7K - $33.2K
|
13.5K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-339- 0.2% |
$34.6K - $35.1K
|
166K
$17.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-348- 0.9% |
$35.5K - $36K
|
38.2K
$3.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-350- 7.11% |
$35.7K - $36.2K
|
4.57K
$471K
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-352- 9.35% |
$35.9K - $36.4K
|
3.41K
$352K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-352- 11.65% |
$35.9K - $36.4K
|
2.67K
$275K
|
|
|
Sep 25, 2025
Q2 2025
|
Adams Wealth Management
|
SELL
|
- |
-352- 9.35% |
$35.9K - $36.4K
|
3.41K
$352K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-375- 2.27% |
$38.3K - $38.8K
|
16.2K
$1.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-380- 0.7% |
$38.8K - $39.3K
|
53.6K
$5.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-383- 2.37% |
$39.1K - $39.6K
|
15.8K
$1.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-395- 4.38% |
$40.3K - $40.9K
|
8.62K
$888K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-416- 4.78% |
$42.4K - $43.1K
|
8.28K
$854K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-426- 1.46% |
$43.5K - $44.1K
|
28.7K
$2.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-432- 8.65% |
$44.1K - $44.7K
|
4.56K
$470K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-461- 3.48% |
$47K - $47.7K
|
12.8K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-483- 6.81% |
$49.3K - $50K
|
6.61K
$682K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-483- 17.61% |
$49.3K - $50K
|
2.26K
$233K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-500- 3.7% |
$51K - $51.8K
|
13K
$1.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-524- 3.72% |
$53.5K - $54.2K
|
13.6K
$1.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-530- 4.21% |
$54.1K - $54.9K
|
12.1K
$1.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-545- 6.07% |
$55.6K - $56.4K
|
8.44K
$870K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-564- 86.5% |
$57.5K - $58.4K
|
88
$9.07K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-581- 3.05% |
$59.3K - $60.1K
|
18.5K
$1.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-609- 2.47% |
$62.1K - $63K
|
24K
$2.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-617- 7.32% |
$62.9K - $63.9K
|
7.81K
$805K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-622- 8.1% |
$63.5K - $64.4K
|
7.06K
$727K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-662- 13.33% |
$67.5K - $68.5K
|
4.31K
$444K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-689- 2.3% |
$70.3K - $71.3K
|
29.3K
$3.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-724- 13.13% |
$73.9K - $74.9K
|
4.79K
$494K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-737Closed |
$75.2K - $76.3K
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-788- 1.51% |
$80.4K - $81.6K
|
51.3K
$5.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-841- 3.6% |
$85.8K - $87K
|
22.5K
$2.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-843- 5.09% |
$86K - $87.3K
|
15.7K
$1.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-880- 11.46% |
$89.8K - $91.1K
|
6.8K
$701K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-906- 5.97% |
$92.4K - $93.8K
|
14.3K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-950- 95.86% |
$96.9K - $98.3K
|
41
$4.23K
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-978- 12.62% |
$99.8K - $101K
|
6.77K
$698K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-992- 17.45% |
$101K - $103K
|
4.69K
$484K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-1.06K- 5.42% |
$108K - $110K
|
18.5K
$1.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.06K- 6.63% |
$109K - $110K
|
15K
$1.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.11K- 28.29% |
$113K - $114K
|
2.8K
$289K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.19K- 13.54% |
$121K - $123K
|
7.58K
$781K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.19K- 33.86% |
$121K - $123K
|
2.32K
$239K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-1.19K- 15.64% |
$122K - $123K
|
6.42K
$662K
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-1.21K- 18.82% |
$124K - $125K
|
5.23K
$538K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.24K- 4.49% |
$126K - $128K
|
26.3K
$2.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.24K- 1.59% |
$127K - $128K
|
77K
$7.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1.25K- 25.79% |
$127K - $129K
|
3.58K
$369K
|
|
|
Aug 15, 2025
Q2 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
SELL
|
- |
-1.3K- 5.56% |
$132K - $134K
|
22.1K
$2.27M
|