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 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-2.55K- 34.4% |
$252K - $259K
|
4.86K
$494K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.69K- 45.38% |
$267K - $273K
|
3.24K
$330K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.71K- 72.83% |
$268K - $275K
|
1.01K
$103K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.74K- 4.76% |
$271K - $278K
|
54.7K
$5.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.76K- 29.04% |
$274K - $281K
|
6.75K
$687K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.83K- 85.72% |
$280K - $287K
|
471
$47.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.91K- 1.57% |
$288K - $295K
|
183K
$18.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.93KClosed |
$290K - $297K
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.99K- 2.52% |
$296K - $304K
|
116K
$11.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.04K- 10.95% |
$301K - $308K
|
24.7K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.05K- 42.76% |
$302K - $309K
|
4.08K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.05K- 23.23% |
$302K - $310K
|
10.1K
$1.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.12K- 3.51% |
$309K - $316K
|
85.7K
$8.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-3.12K- 5.09% |
$309K - $317K
|
58.2K
$5.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.22K- 15.16% |
$319K - $327K
|
18K
$1.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.24K- 51.87% |
$320K - $328K
|
3K
$306K
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
SELL
|
- |
-3.33K- 2.97% |
$329K - $338K
|
109K
$11.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-3.35K- 3.28% |
$331K - $340K
|
98.5K
$10M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.58K- 30.66% |
$354K - $363K
|
8.09K
$823K
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-3.86K- 7.57% |
$382K - $391K
|
47.1K
$4.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-4K- 5.79% |
$396K - $406K
|
65.2K
$6.64M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.01K- 50.52% |
$397K - $407K
|
3.93K
$400K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.08K- 1.79% |
$404K - $414K
|
224K
$22.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.13K- 11.85% |
$409K - $420K
|
30.8K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.85K- 34.68% |
$480K - $492K
|
9.13K
$930K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.96K- 3.61% |
$491K - $503K
|
132K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.01K- 5.24% |
$496K - $508K
|
90.6K
$9.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.11KClosed |
$506K - $519K
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.2K- 52.2% |
$515K - $528K
|
4.76K
$485K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-5.25K- 21.29% |
$520K - $533K
|
19.4K
$1.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.29K- 15.77% |
$524K - $537K
|
28.3K
$2.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-5.31K- 41.96% |
$525K - $539K
|
7.34K
$747K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.5K- 19.71% |
$544K - $558K
|
22.4K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-5.64K- 25.61% |
$558K - $573K
|
16.4K
$1.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.67K- 0.97% |
$562K - $576K
|
580K
$59.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.68K- 3.23% |
$563K - $577K
|
170K
$17.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-5.87K- 16.57% |
$581K - $596K
|
29.6K
$3.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-5.87K- 33.64% |
$581K - $596K
|
11.6K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5.97K- 49.18% |
$591K - $606K
|
6.17K
$628K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-6K- 12.63% |
$594K - $609K
|
41.5K
$4.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-6.22K- 9.98% |
$616K - $631K
|
56.1K
$5.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-6.77K- 44.3% |
$670K - $687K
|
8.51K
$866K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-6.83K- 9.19% |
$676K - $694K
|
67.5K
$6.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.44K- 14.75% |
$736K - $755K
|
43K
$4.37M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.9K- 40.64% |
$782K - $802K
|
11.5K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.85K- 29.67% |
$876K - $898K
|
21K
$2.13M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-9.21K- 99.06% |
$911K - $935K
|
87
$8.85K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.58K- 3.69% |
$948K - $972K
|
250K
$25.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.8K- 5.15% |
$970K - $994K
|
181K
$18.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10K- 2.94% |
$990K - $1.02M
|
331K
$33.6M
|