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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
786+ 1.74% |
$77.8K - $79.8K
|
45.8K
$4.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
769+ 6.29% |
$76.1K - $78.1K
|
13K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
734+ 1.93% |
$72.7K - $74.5K
|
38.8K
$3.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
732+ 3.69% |
$72.5K - $74.3K
|
20.6K
$2.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
731+ 5.19% |
$72.4K - $74.2K
|
14.8K
$1.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
716+ 3.61% |
$70.9K - $72.7K
|
20.5K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
682+ 1.06% |
$67.5K - $69.2K
|
64.9K
$6.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
681+ 0.13% |
$67.4K - $69.1K
|
525K
$53M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
663New |
$65.6K - $67.3K
|
663
$66.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
661+ 1.93% |
$65.4K - $67.1K
|
34.8K
$3.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
649+ 4.13% |
$64.2K - $65.9K
|
16.4K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
643+ 21.97% |
$63.7K - $65.3K
|
3.57K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
585+ 1.28% |
$57.9K - $59.4K
|
46.4K
$4.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
544+ 18.27% |
$53.9K - $55.2K
|
3.52K
$356K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
540+ 15.69% |
$53.5K - $54.8K
|
3.98K
$402K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
531+ 4.21% |
$52.6K - $53.9K
|
13.1K
$1.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
497+ 326.97% |
$49.2K - $50.5K
|
649
$65.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
496+ 0.47% |
$49.1K - $50.3K
|
106K
$10.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
492+ 3.03% |
$48.7K - $49.9K
|
16.8K
$1.69M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
486+ 20.78% |
$48.1K - $49.3K
|
2.83K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
476+ 0.86% |
$47.1K - $48.3K
|
56K
$5.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
466+ 1.25% |
$46.1K - $47.3K
|
37.7K
$3.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
420+ 3.2% |
$41.6K - $42.6K
|
13.6K
$1.37M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
407+ 4.84% |
$40.3K - $41.3K
|
8.82K
$891K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
364+ 12.69% |
$36K - $36.9K
|
3.23K
$326K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
346+ 1.2% |
$34.3K - $35.1K
|
29.2K
$2.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
331+ 28.61% |
$32.8K - $33.6K
|
1.49K
$150K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
319+ 7.15% |
$31.6K - $32.4K
|
4.78K
$483K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
278+ 1.89% |
$27.5K - $28.2K
|
15K
$1.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
271+ 7.1% |
$26.8K - $27.5K
|
4.09K
$413K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
269+ 77.75% |
$26.6K - $27.3K
|
615
$62.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
262+ 2.78% |
$25.9K - $26.6K
|
9.69K
$978K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
215New |
$21.3K - $21.8K
|
215
$21.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
185+ 0.9% |
$18.3K - $18.8K
|
20.7K
$2.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
185+ 9.0% |
$18.3K - $18.8K
|
2.24K
$226K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
182New |
$18K - $18.5K
|
182
$18.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
160+ 0.65% |
$15.8K - $16.2K
|
24.9K
$2.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
146New |
$14.5K - $14.8K
|
146
$14.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
141+ 0.48% |
$14K - $14.3K
|
29.6K
$2.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
129+ 8.4% |
$12.8K - $13.1K
|
1.66K
$168K
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
123+ 1.03% |
$12.2K - $12.5K
|
12.1K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
111+ 3.56% |
$11K - $11.3K
|
3.23K
$326K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
107+ 2.04% |
$10.6K - $10.9K
|
5.36K
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
96+ 4.64% |
$9.5K - $9.74K
|
2.17K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
94New |
$9.31K - $9.54K
|
94
$9.49K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
92New |
$9.11K - $9.34K
|
92
$9.29K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
92+ 0.62% |
$9.11K - $9.34K
|
15K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
92+ 1.86% |
$9.11K - $9.34K
|
5.03K
$508K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
87+ 0.63% |
$8.61K - $8.83K
|
13.9K
$1.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
81+ 3.35% |
$8.02K - $8.22K
|
2.5K
$253K
|