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 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6- 0.2% |
$594 - $609
|
2.93K
$298K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-16- 0.32% |
$1.58K - $1.62K
|
5.02K
$511K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-17- 0.43% |
$1.68K - $1.73K
|
3.98K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-18- 0.88% |
$1.78K - $1.83K
|
2.03K
$207K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-18- 0.47% |
$1.78K - $1.83K
|
3.79K
$385K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-18- 0.29% |
$1.78K - $1.83K
|
6.11K
$622K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-20- 0.15% |
$1.98K - $2.03K
|
13.8K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-20- 0.54% |
$1.98K - $2.03K
|
3.7K
$377K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-21- 5.95% |
$2.08K - $2.13K
|
332
$33.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-23- 0.75% |
$2.28K - $2.33K
|
3.05K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-23- 3.31% |
$2.28K - $2.33K
|
671
$68.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-29- 4.0% |
$2.87K - $2.94K
|
696
$70.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-29- 0.09% |
$2.87K - $2.94K
|
32.5K
$3.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-29- 1.0% |
$2.87K - $2.94K
|
2.87K
$292K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-32- 0.74% |
$3.17K - $3.25K
|
4.29K
$437K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-35- 1.58% |
$3.46K - $3.55K
|
2.18K
$222K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-41- 0.52% |
$4.06K - $4.16K
|
7.9K
$804K
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-44- 0.72% |
$4.36K - $4.47K
|
6.07K
$618K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-55- 3.31% |
$5.44K - $5.58K
|
1.61K
$163K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-55- 1.27% |
$5.44K - $5.58K
|
4.28K
$436K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-62- 1.25% |
$6.14K - $6.29K
|
4.88K
$497K
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-63- 0.18% |
$6.24K - $6.4K
|
34.3K
$3.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-63- 1.19% |
$6.24K - $6.4K
|
5.22K
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-65- 7.27% |
$6.43K - $6.6K
|
829
$84.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-66- 2.0% |
$6.53K - $6.7K
|
3.23K
$328K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-67- 34.72% |
$6.63K - $6.8K
|
126
$12.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-71- 4.59% |
$7.03K - $7.21K
|
1.48K
$150K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-75- 8.96% |
$7.42K - $7.61K
|
762
$77.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-83- 2.86% |
$8.22K - $8.43K
|
2.82K
$287K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-83- 2.99% |
$8.22K - $8.43K
|
2.69K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-84- 35.29% |
$8.32K - $8.53K
|
154
$15.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-85- 1.52% |
$8.41K - $8.63K
|
5.5K
$560K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-86- 0.27% |
$8.51K - $8.73K
|
32.3K
$3.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-98- 0.76% |
$9.7K - $9.95K
|
12.8K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-99- 36.67% |
$9.8K - $10K
|
171
$17.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-100- 0.31% |
$9.9K - $10.2K
|
32.3K
$3.29M
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-101- 1.1% |
$10K - $10.3K
|
9.11K
$927K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-109- 1.97% |
$10.8K - $11.1K
|
5.42K
$551K
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-121- 2.54% |
$12K - $12.3K
|
4.64K
$472K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-128- 5.99% |
$12.7K - $13K
|
2.01K
$204K
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-141- 1.73% |
$14K - $14.3K
|
8K
$814K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-150- 2.88% |
$14.8K - $15.2K
|
5.05K
$514K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-202- 0.46% |
$20K - $20.5K
|
43.6K
$4.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-211- 3.62% |
$20.9K - $21.4K
|
5.62K
$572K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-215- 7.56% |
$21.3K - $21.8K
|
2.63K
$268K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-216- 17.45% |
$21.4K - $21.9K
|
1.02K
$104K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-217- 7.97% |
$21.5K - $22K
|
2.51K
$255K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-233- 2.64% |
$23.1K - $23.7K
|
8.59K
$875K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-237- 1.82% |
$23.5K - $24.1K
|
12.8K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-243- 5.72% |
$24.1K - $24.7K
|
4.01K
$408K
|