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 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.3K+ 20.9% |
$949K - $962K
|
53.8K
$5.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9.23K+ 351.56% |
$942K - $956K
|
11.9K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.06KNew |
$924K - $938K
|
9.06K
$934K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
9.02KNew |
$920K - $933K
|
9.02K
$929K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
8.97KNew |
$915K - $928K
|
8.97K
$924K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.75K+ 167.44% |
$893K - $906K
|
14K
$1.44M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
8.75KNew |
$893K - $906K
|
8.75K
$902K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.62K+ 11.94% |
$879K - $892K
|
80.8K
$8.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
8.6K+ 18.93% |
$877K - $890K
|
54K
$5.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
8.53KNew |
$870K - $882K
|
8.53K
$879K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
8.44KNew |
$861K - $873K
|
8.44K
$870K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.97KNew |
$813K - $825K
|
7.97K
$821K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.86K+ 26.79% |
$802K - $813K
|
37.2K
$3.83M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.83K+ 14.73% |
$799K - $811K
|
61K
$6.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.81K+ 110.33% |
$797K - $808K
|
14.9K
$1.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
7.79K+ 12.02% |
$795K - $806K
|
72.6K
$7.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
7.59K+ 23.25% |
$774K - $785K
|
40.2K
$4.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7.44KNew |
$759K - $770K
|
7.44K
$767K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.44KNew |
$759K - $770K
|
7.44K
$767K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.42K+ 40.47% |
$757K - $768K
|
25.7K
$2.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
7.39K+ 22.68% |
$754K - $765K
|
40K
$4.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
7.37K+ 1.94% |
$752K - $763K
|
388K
$40M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
7.24KNew |
$739K - $749K
|
7.24K
$746K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
7.24K+ 1396.72% |
$738K - $749K
|
7.75K
$799K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
6.9K+ 3.32% |
$704K - $714K
|
215K
$22.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
6.82K+ 77.36% |
$695K - $706K
|
15.6K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
6.78K+ 5.53% |
$691K - $701K
|
129K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
6.33K+ 19.28% |
$646K - $655K
|
39.2K
$4.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
6.21KNew |
$633K - $642K
|
6.21K
$640K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
6.17KNew |
$630K - $639K
|
6.17K
$636K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
6.05K+ 22.58% |
$617K - $626K
|
32.8K
$3.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
6.03KNew |
$615K - $624K
|
6.03K
$622K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.03K+ 131.81% |
$615K - $624K
|
10.6K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.9KNew |
$601K - $610K
|
5.9K
$607K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
5.84KNew |
$595K - $604K
|
5.84K
$602K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
5.83K+ 378.27% |
$595K - $604K
|
7.38K
$760K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
5.82KNew |
$594K - $602K
|
5.82K
$600K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.64KNew |
$575K - $584K
|
5.64K
$581K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
5.63K+ 2.17% |
$575K - $583K
|
265K
$27.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
5.57KNew |
$568K - $576K
|
5.57K
$574K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
5.54KNew |
$565K - $573K
|
5.54K
$571K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.54K+ 11.58% |
$565K - $573K
|
53.4K
$5.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
5.54K+ 126.43% |
$565K - $573K
|
9.91K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
5.5K+ 254.11% |
$562K - $570K
|
7.67K
$790K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
5.44KNew |
$555K - $563K
|
5.44K
$560K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
5.26KNew |
$536K - $544K
|
5.26K
$542K
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.97KNew |
$507K - $515K
|
4.97K
$512K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.88KNew |
$498K - $505K
|
4.88K
$503K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
4.86K+ 189.29% |
$496K - $503K
|
7.43K
$765K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
4.82K+ 41.32% |
$492K - $499K
|
16.5K
$1.7M
|