Purchases and Sales Made in Q3 2023 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 2023. 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 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-185K- 35.5% |
$17.9M - $18M
|
336K
$34.6M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-199K- 96.78% |
$19.3M - $19.4M
|
6.63K
$683K
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-201K- 45.74% |
$19.4M - $19.6M
|
238K
$24.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-203K- 10.07% |
$19.7M - $19.8M
|
1.82M
$187M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-211K- 42.39% |
$20.4M - $20.6M
|
287K
$29.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-225K- 59.62% |
$21.7M - $21.9M
|
152K
$15.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-225K- 98.38% |
$21.7M - $21.9M
|
3.69K
$380K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-242K- 42.73% |
$23.4M - $23.6M
|
324K
$33.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-252K- 96.61% |
$24.4M - $24.6M
|
8.84K
$911K
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-329K- 34.93% |
$31.8M - $32.1M
|
613K
$63.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-458K- 33.92% |
$44.3M - $44.7M
|
892K
$92M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-566K- 99.42% |
$54.7M - $55.2M
|
3.31K
$341K
|
|
|
Oct 16, 2023
Q3 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-633K- 48.49% |
$61.3M - $61.8M
|
673K
$69.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-831K- 35.33% |
$80.4M - $81.1M
|
1.52M
$157M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.13M- 36.32% |
$109M - $110M
|
1.97M
$203M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.68M- 98.13% |
$260M - $262M
|
51.3K
$5.28M
|