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 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
SELL
|
- |
-2.53K- 48.48% |
$259K - $263K
|
2.69K
$277K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.57K- 52.83% |
$263K - $267K
|
2.29K
$236K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.64K- 6.43% |
$270K - $274K
|
38.3K
$3.95M
|
|
|
Oct 03, 2025
Q3 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-2.67K- 7.42% |
$274K - $277K
|
33.3K
$3.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-2.7K- 3.5% |
$277K - $281K
|
74.5K
$7.68M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2.73K- 4.37% |
$280K - $284K
|
59.7K
$6.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.78K- 43.84% |
$285K - $289K
|
3.56K
$367K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.81K- 2.76% |
$287K - $291K
|
98.8K
$10.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-2.95K- 13.11% |
$302K - $307K
|
19.6K
$2.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
SELL
|
- |
-3.08K- 7.87% |
$315K - $320K
|
36K
$3.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.1K- 4.69% |
$317K - $322K
|
63K
$6.49M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-3.5K- 26.33% |
$358K - $363K
|
9.78K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-3.63K- 64.92% |
$372K - $377K
|
1.96K
$202K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-3.98K- 1.73% |
$407K - $413K
|
226K
$23.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-4K- 0.89% |
$409K - $415K
|
444K
$45.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-4.08K- 1.15% |
$417K - $423K
|
351K
$36.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-4.15K- 20.55% |
$425K - $431K
|
16.1K
$1.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.68K- 1.75% |
$479K - $486K
|
263K
$27.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.86K- 16.57% |
$497K - $504K
|
24.5K
$2.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.05K- 3.98% |
$517K - $525K
|
122K
$12.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-5.1K- 5.21% |
$522K - $530K
|
92.7K
$9.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5.48K- 3.0% |
$561K - $569K
|
177K
$18.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-5.57K- 54.61% |
$570K - $579K
|
4.63K
$477K
|
|
|
Oct 20, 2025
Q3 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-6.28K- 13.26% |
$643K - $652K
|
41.1K
$4.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.57K- 5.29% |
$673K - $683K
|
118K
$12.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.59K- 51.94% |
$675K - $685K
|
6.1K
$629K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-6.74K- 1.32% |
$690K - $700K
|
502K
$51.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-6.89K- 44.11% |
$706K - $716K
|
8.74K
$900K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-8.34K- 3.62% |
$854K - $867K
|
222K
$22.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-8.58K- 3.97% |
$879K - $891K
|
208K
$21.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.6K- 3.48% |
$881K - $893K
|
238K
$24.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-9.52K- 5.66% |
$974K - $988K
|
159K
$16.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.62K- 42.28% |
$985K - $1M
|
13.1K
$1.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Keating Investment Counselors Inc
|
SELL
|
- |
-10.5K- 1.87% |
$1.07M - $1.09M
|
550K
$56.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-11.1K- 47.72% |
$1.13M - $1.15M
|
12.1K
$1.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-11.6K- 62.42% |
$1.18M - $1.2M
|
6.97K
$718K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-13.1K- 9.44% |
$1.34M - $1.36M
|
125K
$12.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-13.5K- 13.61% |
$1.38M - $1.4M
|
85.8K
$8.85M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-13.7K- 85.89% |
$1.41M - $1.43M
|
2.26K
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-17.5K- 15.34% |
$1.8M - $1.82M
|
96.7K
$9.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19.1K- 99.98% |
$1.96M - $1.99M
|
3
$309
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-19.8K- 66.96% |
$2.03M - $2.06M
|
9.78K
$1.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-21.3K- 9.54% |
$2.19M - $2.22M
|
203K
$20.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-21.4K- 57.66% |
$2.2M - $2.23M
|
15.7K
$1.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-21.8K- 20.79% |
$2.23M - $2.26M
|
82.9K
$8.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-23.2K- 98.05% |
$2.37M - $2.41M
|
460
$47.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-23.3K- 48.15% |
$2.38M - $2.42M
|
25.1K
$2.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-23.9K- 80.93% |
$2.45M - $2.48M
|
5.63K
$580K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-55.8K- 12.8% |
$5.71M - $5.8M
|
380K
$39.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-59.1K- 16.41% |
$6.05M - $6.14M
|
301K
$31M
|