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 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.34K- 0.66% |
$137K - $139K
|
202K
$20.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-1.43K- 6.36% |
$146K - $148K
|
21.1K
$2.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-1.44K- 14.29% |
$147K - $149K
|
8.64K
$889K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.5K- 0.82% |
$153K - $155K
|
182K
$18.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.61K- 18.76% |
$165K - $167K
|
6.98K
$719K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.65K- 24.17% |
$168K - $170K
|
5.17K
$531K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.7K- 13.33% |
$173K - $176K
|
11.1K
$1.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.74K- 5.14% |
$178K - $180K
|
32.1K
$3.3M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
SELL
|
- |
-1.99KClosed |
$203K - $206K
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.99K- 37.91% |
$203K - $206K
|
3.26K
$335K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-1.99K- 3.23% |
$203K - $206K
|
59.6K
$6.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.15K- 9.49% |
$219K - $222K
|
20.5K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.19K- 1.64% |
$224K - $227K
|
131K
$13.5M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2.27K- 3.51% |
$232K - $235K
|
62.5K
$6.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.43K- 25.07% |
$248K - $251K
|
7.25K
$746K
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.52K- 57.24% |
$257K - $260K
|
1.88K
$193K
|
|
|
Oct 30, 2025
Q2 2025
|
Birch Financial Group, LLC
Keene, NH |
SELL
|
- |
-2.72KClosed |
$277K - $281K
|
0
$0
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.73K- 14.56% |
$278K - $282K
|
16K
$1.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-2.84K- 34.89% |
$290K - $294K
|
5.3K
$545K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.86K- 22.88% |
$292K - $296K
|
9.65K
$993K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-3.16K- 93.65% |
$322K - $327K
|
214
$22K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.3K- 6.98% |
$337K - $342K
|
44K
$4.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-3.61KClosed |
$368K - $374K
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-4.29K- 8.95% |
$438K - $444K
|
43.7K
$4.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-4.47K- 10.29% |
$456K - $462K
|
38.9K
$4M
|
|
|
Aug 14, 2025
Q2 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-4.77K- 17.74% |
$486K - $493K
|
22.1K
$2.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.85K- 96.04% |
$495K - $502K
|
200
$20.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.99K- 17.99% |
$509K - $517K
|
22.8K
$2.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.11K- 3.87% |
$522K - $529K
|
127K
$13.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-5.88K- 32.18% |
$600K - $609K
|
12.4K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.99K- 29.24% |
$611K - $620K
|
14.5K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.05K- 35.72% |
$720K - $730K
|
12.7K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-7.06K- 8.9% |
$720K - $730K
|
72.3K
$7.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.26K- 58.52% |
$741K - $751K
|
5.15K
$530K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-7.45K- 1.87% |
$760K - $771K
|
391K
$40.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-7.49K- 8.55% |
$765K - $776K
|
80.1K
$8.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-7.6K- 5.68% |
$775K - $787K
|
126K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-7.65K- 4.19% |
$781K - $792K
|
175K
$18M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.66K- 6.38% |
$883K - $896K
|
127K
$13.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9K- 16.82% |
$918K - $932K
|
44.5K
$4.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-9.06K- 1.45% |
$924K - $938K
|
614K
$63.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.5K- 5.77% |
$1.07M - $1.09M
|
171K
$17.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-11K- 18.53% |
$1.12M - $1.14M
|
48.3K
$4.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-11.2K- 14.1% |
$1.15M - $1.16M
|
68.4K
$7.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
SELL
|
- |
-11.2K- 22.45% |
$1.15M - $1.16M
|
38.8K
$3.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-12.5K- 5.16% |
$1.28M - $1.29M
|
230K
$23.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-13K- 4.2% |
$1.32M - $1.34M
|
296K
$30.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-14.3K- 1.51% |
$1.46M - $1.48M
|
932K
$95.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-14.6K- 6.34% |
$1.49M - $1.52M
|
216K
$22.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-15.1K- 13.35% |
$1.54M - $1.56M
|
97.8K
$10.1M
|