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 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.04K+ 30.55% |
$110K - $112K
|
4.46K
$448K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.04K+ 9.93% |
$110K - $112K
|
11.6K
$1.16M
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.04K+ 6.89% |
$109K - $111K
|
16.1K
$1.61M
|
|
Nov 12, 2021
Q3 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1.04K+ 4.27% |
$109K - $111K
|
25.3K
$2.54M
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
980+ 8.8% |
$103K - $105K
|
12.1K
$1.22M
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
BUY
|
- |
938+ 8.98% |
$98.9K - $100K
|
11.4K
$1.14M
|
|
Oct 26, 2021
Q3 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
850+ 2.25% |
$89.7K - $91K
|
38.6K
$3.88M
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
817New |
$86.2K - $87.5K
|
817
$82K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
804+ 25.3% |
$84.8K - $86.1K
|
3.98K
$400K
|
|
Nov 09, 2021
Q3 2021
|
Robinson Capital Management, LLC
|
BUY
|
- |
800New |
$84.4K - $85.7K
|
800
$80.3K
|
|
Oct 06, 2021
Q3 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
756+ 2.59% |
$79.8K - $81K
|
29.9K
$3M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
708New |
$74.7K - $75.8K
|
708
$71.1K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
672+ 17.02% |
$70.9K - $72K
|
4.62K
$464K
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
600New |
$63.3K - $64.3K
|
600
$60.2K
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
598+ 7.79% |
$63.1K - $64K
|
8.28K
$831K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
597New |
$63K - $63.9K
|
597
$59.9K
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
591+ 3.17% |
$62.3K - $63.3K
|
19.2K
$1.93M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
555+ 0.96% |
$58.5K - $59.4K
|
58.3K
$5.85M
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
547+ 8.1% |
$57.7K - $58.6K
|
7.3K
$733K
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
520+ 2.01% |
$54.9K - $55.7K
|
26.4K
$2.65M
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
493+ 9.46% |
$52K - $52.8K
|
5.71K
$573K
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
474+ 5.03% |
$50K - $50.8K
|
9.91K
$995K
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
391+ 2.36% |
$41.2K - $41.9K
|
17K
$1.7M
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
356+ 16.12% |
$37.6K - $38.1K
|
2.57K
$258K
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
334+ 12.44% |
$35.2K - $35.8K
|
3.02K
$303K
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
320+ 0.36% |
$33.8K - $34.3K
|
89.1K
$8.95M
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
310+ 0.58% |
$32.7K - $33.2K
|
54.2K
$5.44M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
284+ 11.75% |
$30K - $30.4K
|
2.7K
$271K
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
262+ 1.09% |
$27.6K - $28.1K
|
24.3K
$2.44M
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
200New |
$21.1K - $21.4K
|
200
$20.1K
|
|
Oct 13, 2021
Q3 2021
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
190+ 0.62% |
$20K - $20.3K
|
30.7K
$3.08M
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
129New |
$13.6K - $13.8K
|
129
$13K
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
129+ 1.84% |
$13.6K - $13.8K
|
7.14K
$717K
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
122+ 0.83% |
$12.9K - $13.1K
|
14.8K
$1.48M
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
120+ 1.03% |
$12.7K - $12.9K
|
11.8K
$1.18M
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
115New |
$12.1K - $12.3K
|
115
$11.5K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
114+ 633.33% |
$12K - $12.2K
|
132
$13.3K
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
105+ 1.95% |
$11.1K - $11.2K
|
5.49K
$551K
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
BUY
|
- |
96+ 1.56% |
$10.1K - $10.3K
|
6.24K
$627K
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
90+ 2.87% |
$9.49K - $9.64K
|
3.23K
$324K
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
87+ 1.47% |
$9.18K - $9.32K
|
6.01K
$603K
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
85+ 3.44% |
$8.97K - $9.1K
|
2.56K
$257K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
78+ 53.79% |
$8.23K - $8.35K
|
223
$22.4K
|
|
Nov 12, 2021
Q3 2021
|
Quaker Wealth Management, LLC
|
BUY
|
- |
77+ 0.1% |
$8.12K - $8.25K
|
76.9K
$7.72M
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
76+ 16.17% |
$8.02K - $8.14K
|
546
$54.8K
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
74+ 3.45% |
$7.81K - $7.93K
|
2.22K
$223K
|
|
Oct 26, 2021
Q3 2021
|
Equitable Trust CO
|
BUY
|
- |
65+ 3.4% |
$6.86K - $6.96K
|
1.98K
$199K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
64+ 278.26% |
$6.75K - $6.85K
|
87
$8.74K
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
54New |
$5.7K - $5.78K
|
54
$5.42K
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
54+ 65.85% |
$5.7K - $5.78K
|
136
$13.7K
|