Purchases and Sales Made in Q3 2024 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 2024. 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 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
496K+ 14.7% |
$49.1M - $50.3M
|
3.87M
$391M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
202K+ 15.99% |
$20M - $20.5M
|
1.46M
$148M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
181K+ 4176.74% |
$18M - $18.4M
|
186K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
142KNew |
$14M - $14.4M
|
142K
$14.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
134K+ 57.07% |
$13.3M - $13.6M
|
370K
$37.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
101K+ 5.93% |
$10M - $10.3M
|
1.81M
$183M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
99.5K+ 99.64% |
$9.85M - $10.1M
|
199K
$20.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
84.4K+ 5.91% |
$8.36M - $8.57M
|
1.51M
$153M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
58.8K+ 49.5% |
$5.82M - $5.97M
|
177K
$17.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
58.2K+ 6.46% |
$5.76M - $5.91M
|
959K
$96.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
53KNew |
$5.24M - $5.38M
|
53K
$5.35M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
49K+ 6.44% |
$4.85M - $4.97M
|
810K
$81.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
34.5K+ 8.22% |
$3.42M - $3.5M
|
454K
$45.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
31.1K+ 45.4% |
$3.08M - $3.16M
|
99.6K
$10.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
30.6KNew |
$3.03M - $3.11M
|
30.6K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.6K+ 14.0% |
$2.93M - $3M
|
241K
$24.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
27.5K+ 8.41% |
$2.72M - $2.79M
|
354K
$35.8M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.6K+ 227.6% |
$2.63M - $2.7M
|
38.3K
$3.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
24.8K+ 10.38% |
$2.46M - $2.52M
|
264K
$26.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
23.8K+ 938.65% |
$2.35M - $2.41M
|
26.3K
$2.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
23.2K+ 2.87% |
$2.29M - $2.35M
|
831K
$83.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.8K+ 23.29% |
$2.25M - $2.31M
|
120K
$12.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
22.5KNew |
$2.23M - $2.29M
|
22.5K
$2.27M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
22.3K+ 3.23% |
$2.2M - $2.26M
|
710K
$71.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
22.2KNew |
$2.2M - $2.25M
|
22.2K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
19.9KNew |
$1.97M - $2.02M
|
19.9K
$2.01M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19.4K+ 7.98% |
$1.92M - $1.97M
|
263K
$26.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
19.3K+ 226.5% |
$1.91M - $1.96M
|
27.8K
$2.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
18.3KNew |
$1.81M - $1.86M
|
18.3K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17.1K+ 3.79% |
$1.69M - $1.73M
|
467K
$47.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.4K+ 4.64% |
$1.63M - $1.67M
|
371K
$37.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
15.8K+ 17.97% |
$1.57M - $1.61M
|
104K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
15.2K+ 11.47% |
$1.51M - $1.55M
|
148K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.7K+ 2.93% |
$1.36M - $1.39M
|
482K
$48.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
13.5K+ 7.85% |
$1.34M - $1.37M
|
185K
$18.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
13.5K+ 6.42% |
$1.33M - $1.37M
|
223K
$22.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
13.5K+ 1.3% |
$1.33M - $1.37M
|
1.05M
$106M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
12.4K+ 64.67% |
$1.22M - $1.25M
|
31.4K
$3.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.2KNew |
$1.21M - $1.24M
|
12.2K
$1.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
12.2K+ 29.16% |
$1.21M - $1.24M
|
54.1K
$5.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.9K+ 105.16% |
$1.17M - $1.2M
|
23.1K
$2.33M
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
11.8K+ 2.38% |
$1.17M - $1.2M
|
510K
$51.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.7K+ 25.29% |
$1.16M - $1.19M
|
58K
$5.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
11.5K+ 6.5% |
$1.14M - $1.16M
|
188K
$19M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.4K+ 10049.56% |
$1.12M - $1.15M
|
11.5K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
11.2KNew |
$1.11M - $1.14M
|
11.2K
$1.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.2K+ 2.74% |
$1.11M - $1.14M
|
421K
$42.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
11.2K+ 10.21% |
$1.1M - $1.13M
|
120K
$12.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
11KNew |
$1.09M - $1.12M
|
11K
$1.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11K+ 6.38% |
$1.09M - $1.12M
|
183K
$18.5M
|