Purchases and Sales Made in Q3 2025 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 2025. 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 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
467K+ 17600.53% |
$47.8M - $48.5M
|
469K
$48.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
375K+ 32.61% |
$38.4M - $39M
|
1.53M
$157M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
290K+ 6120.69% |
$29.7M - $30.1M
|
294K
$30.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
236K+ 113.68% |
$24.2M - $24.6M
|
445K
$45.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
124K+ 36.06% |
$12.7M - $12.9M
|
469K
$48.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
122K+ 6.01% |
$12.5M - $12.6M
|
2.15M
$221M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
109K+ 5.39% |
$11.2M - $11.4M
|
2.14M
$220M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
107K+ 13.1% |
$11M - $11.1M
|
924K
$95M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
97.5K+ 94.65% |
$9.98M - $10.1M
|
200K
$20.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
96.6K+ 10.37% |
$9.9M - $10M
|
1.03M
$106M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
89KNew |
$9.12M - $9.25M
|
89K
$9.16M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
82.9KNew |
$8.49M - $8.61M
|
82.9K
$8.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
74.8K+ 2.31% |
$7.66M - $7.77M
|
3.32M
$342M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
72.6K+ 83.23% |
$7.44M - $7.54M
|
160K
$16.4M
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
63.2K+ 5.66% |
$6.47M - $6.56M
|
1.18M
$121M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
58.9K+ 336.94% |
$6.03M - $6.12M
|
76.4K
$7.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
56.3K+ 541.69% |
$5.77M - $5.85M
|
66.7K
$6.86M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
56K+ 6.03% |
$5.73M - $5.81M
|
984K
$101M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
53.4K+ 6.61% |
$5.47M - $5.55M
|
862K
$88.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
47.5K+ 39.42% |
$4.86M - $4.93M
|
168K
$17.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38.4K+ 3.75% |
$3.93M - $3.99M
|
1.06M
$109M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.8K+ 25.17% |
$3.87M - $3.93M
|
188K
$19.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
35.3K+ 203.1% |
$3.61M - $3.66M
|
52.6K
$5.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
34.5K+ 77.53% |
$3.53M - $3.58M
|
79K
$8.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
33.5KNew |
$3.43M - $3.48M
|
33.5K
$3.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
32.1K+ 83.67% |
$3.28M - $3.33M
|
70.4K
$7.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31.5KNew |
$3.22M - $3.27M
|
31.5K
$3.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
30.5KNew |
$3.13M - $3.17M
|
30.5K
$3.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
30.4KNew |
$3.12M - $3.16M
|
30.4K
$3.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
29.4K+ 31.41% |
$3.01M - $3.05M
|
123K
$12.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
27.4K+ 3.41% |
$2.81M - $2.85M
|
831K
$85.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
25.7K+ 8.68% |
$2.63M - $2.67M
|
321K
$33M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
20.3K+ 13.03% |
$2.07M - $2.1M
|
176K
$18.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
18K+ 17.64% |
$1.84M - $1.87M
|
120K
$12.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
17.7K+ 14.47% |
$1.81M - $1.83M
|
140K
$14.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
16.4KNew |
$1.68M - $1.7M
|
16.4K
$1.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.9K+ 2.65% |
$1.63M - $1.65M
|
615K
$63.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
15.7K+ 17.72% |
$1.61M - $1.63M
|
104K
$10.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
15.5K+ 9.4% |
$1.59M - $1.61M
|
181K
$18.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.6K+ 38.52% |
$1.5M - $1.52M
|
52.6K
$5.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
14.3K+ 138.17% |
$1.47M - $1.49M
|
24.7K
$2.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
13.2K+ 27.21% |
$1.35M - $1.37M
|
61.7K
$6.34M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 5.04% |
$1.25M - $1.27M
|
255K
$26.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.1K+ 23.24% |
$1.24M - $1.26M
|
64.1K
$6.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
11.2K+ 4.06% |
$1.15M - $1.17M
|
288K
$29.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
10.8K+ 2.75% |
$1.1M - $1.12M
|
402K
$41.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
10.1K+ 29.63% |
$1.03M - $1.05M
|
44.1K
$4.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.44K+ 105.32% |
$967K - $981K
|
18.4K
$1.89M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
9.4K+ 64.64% |
$963K - $977K
|
23.9K
$2.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.06K+ 8.25% |
$927K - $941K
|
119K
$12.2M
|