Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.2K+ 63.25% |
$2.77M - $2.81M
|
67.7K
$6.8M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.5K+ 178.46% |
$2.69M - $2.73M
|
39.8K
$4M
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
22.6K+ 13.3% |
$2.38M - $2.42M
|
192K
$19.3M
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
21.9KNew |
$2.31M - $2.35M
|
21.9K
$2.2M
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
21.8K+ 471.45% |
$2.3M - $2.33M
|
26.4K
$2.65M
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
20.3K+ 6.48% |
$2.14M - $2.17M
|
333K
$33.5M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.9K+ 20.97% |
$2.1M - $2.14M
|
115K
$11.6M
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
19.5K+ 132.87% |
$2.06M - $2.09M
|
34.2K
$3.43M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.2K+ 6.62% |
$1.92M - $1.94M
|
292K
$29.4M
|
|
Oct 01, 2021
Q3 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
17KNew |
$1.8M - $1.83M
|
17K
$1.71M
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
16.9K+ 4.75% |
$1.78M - $1.8M
|
372K
$37.3M
|
|
Nov 16, 2021
Q3 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
16.2K+ 9.17% |
$1.71M - $1.74M
|
193K
$19.4M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
16KNew |
$1.69M - $1.71M
|
16K
$1.61M
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
15.9K+ 124.35% |
$1.68M - $1.71M
|
28.8K
$2.89M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.2KNew |
$1.6M - $1.63M
|
15.2K
$1.53M
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
14.9K+ 3.78% |
$1.57M - $1.6M
|
410K
$41.1M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.9K+ 15.68% |
$1.57M - $1.6M
|
110K
$11M
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
14.4K+ 5.0% |
$1.52M - $1.55M
|
303K
$30.4M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.3K+ 13.7% |
$1.5M - $1.53M
|
118K
$11.9M
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
14K+ 99.3% |
$1.48M - $1.5M
|
28.1K
$2.82M
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.9K+ 57.46% |
$1.46M - $1.48M
|
38K
$3.81M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.7K+ 5.97% |
$1.45M - $1.47M
|
244K
$24.5M
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
13.7K+ 11.95% |
$1.44M - $1.47M
|
128K
$12.9M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13.5K+ 114.45% |
$1.42M - $1.45M
|
25.3K
$2.54M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.1K+ 8.96% |
$1.38M - $1.4M
|
159K
$16M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13K+ 9.72% |
$1.37M - $1.39M
|
146K
$14.7M
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
11.7K+ 9.72% |
$1.24M - $1.25M
|
132K
$13.3M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.3K+ 37.25% |
$1.19M - $1.21M
|
41.7K
$4.19M
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.2K+ 24.5% |
$1.18M - $1.2M
|
57.1K
$5.73M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.6KNew |
$1.12M - $1.14M
|
10.6K
$1.06M
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
10.2K+ 18.27% |
$1.08M - $1.09M
|
66K
$6.63M
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
9.85K+ 44.12% |
$1.04M - $1.05M
|
32.2K
$3.23M
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9.29K+ 19.69% |
$980K - $995K
|
56.5K
$5.67M
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9.11KNew |
$961K - $976K
|
9.11K
$915K
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
8.67K+ 1.94% |
$914K - $928K
|
455K
$45.6M
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.67KNew |
$914K - $928K
|
8.67K
$870K
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.14KNew |
$858K - $871K
|
8.14K
$817K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.08K+ 16.22% |
$852K - $865K
|
57.9K
$5.81M
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
7.82K+ 8.68% |
$825K - $837K
|
97.9K
$9.83M
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
7.7K+ 2.12% |
$813K - $825K
|
371K
$37.3M
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7.7K+ 8.03% |
$812K - $824K
|
104K
$10.4M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
7.63K+ 9.54% |
$805K - $817K
|
87.6K
$8.79M
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
7.61K+ 4.8% |
$802K - $815K
|
166K
$16.7M
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.58K+ 181.77% |
$800K - $812K
|
11.8K
$1.18M
|
|
Nov 04, 2021
Q3 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
7.5K+ 16.01% |
$791K - $803K
|
54.3K
$5.46M
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7.46K+ 26.37% |
$787K - $799K
|
35.7K
$3.59M
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
BUY
|
- |
7.18K+ 9.55% |
$757K - $769K
|
82.3K
$8.27M
|
|
Oct 21, 2021
Q3 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
7.18K+ 5.19% |
$757K - $769K
|
145K
$14.6M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
6.92K+ 6.57% |
$730K - $741K
|
112K
$11.3M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.64K+ 20.77% |
$701K - $711K
|
38.6K
$3.88M
|