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 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.7KNew |
$480K - $487K
|
4.7K
$485K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
4.7KNew |
$479K - $486K
|
4.7K
$484K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.69KNew |
$478K - $485K
|
4.69K
$483K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.63KNew |
$472K - $479K
|
4.63K
$477K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.63KNew |
$472K - $479K
|
4.63K
$477K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.6K+ 79.83% |
$469K - $476K
|
10.4K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
4.57KNew |
$466K - $472K
|
4.57K
$470K
|
|
|
Aug 14, 2025
Q2 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
4.55KNew |
$464K - $471K
|
4.55K
$469K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4.54KNew |
$463K - $470K
|
4.54K
$468K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.53KNew |
$462K - $469K
|
4.53K
$467K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
4.5KNew |
$459K - $465K
|
4.5K
$463K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.49K+ 19.72% |
$458K - $465K
|
27.2K
$2.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.48K+ 7.27% |
$457K - $464K
|
66.1K
$6.81M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
4.42KNew |
$451K - $458K
|
4.42K
$456K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
4.4K+ 157.68% |
$449K - $456K
|
7.2K
$742K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
4.36K+ 6.67% |
$445K - $452K
|
69.8K
$7.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4.36K+ 56.67% |
$445K - $451K
|
12.1K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
4.35K+ 1.6% |
$444K - $450K
|
277K
$28.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.33KNew |
$442K - $449K
|
4.33K
$447K
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.33KNew |
$441K - $448K
|
4.33K
$446K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
4.29K+ 11.68% |
$437K - $443K
|
41K
$4.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.25K+ 83.76% |
$433K - $439K
|
9.31K
$960K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.22K+ 6.85% |
$431K - $437K
|
65.8K
$6.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.17K+ 73.88% |
$425K - $431K
|
9.81K
$1.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.14KNew |
$423K - $429K
|
4.14K
$427K
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
3.92K+ 6.46% |
$400K - $406K
|
64.7K
$6.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.92K+ 8.08% |
$400K - $406K
|
52.5K
$5.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.9K+ 28.44% |
$398K - $403K
|
17.6K
$1.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
3.89K+ 3.98% |
$397K - $403K
|
102K
$10.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
3.74KNew |
$381K - $387K
|
3.74K
$385K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
3.71K+ 4948.0% |
$379K - $384K
|
3.79K
$390K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.69K+ 1.93% |
$377K - $382K
|
195K
$20.1M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.65KNew |
$372K - $377K
|
3.65K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.63K+ 13.29% |
$371K - $376K
|
31K
$3.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
3.61KNew |
$368K - $373K
|
3.61K
$372K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
3.6K+ 120.0% |
$367K - $373K
|
6.6K
$680K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.59KNew |
$367K - $372K
|
3.59K
$370K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.57KNew |
$365K - $370K
|
3.57K
$368K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.51KNew |
$358K - $363K
|
3.51K
$362K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.47K+ 651.5% |
$354K - $359K
|
4K
$412K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
3.43K+ 2.58% |
$349K - $354K
|
136K
$14M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
3.39K+ 11.05% |
$345K - $350K
|
34K
$3.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.36KNew |
$343K - $348K
|
3.36K
$346K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
3.3K+ 1.25% |
$337K - $342K
|
267K
$27.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.24K+ 2.72% |
$330K - $335K
|
122K
$12.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.21KNew |
$327K - $332K
|
3.21K
$331K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
3.13K+ 6.43% |
$319K - $324K
|
51.8K
$5.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.12K+ 6.38% |
$318K - $323K
|
52K
$5.36M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
3.06K+ 0.48% |
$312K - $317K
|
642K
$66.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.04KNew |
$310K - $315K
|
3.04K
$313K
|