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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.5K+ 6.91% |
$1.39M - $1.41M
|
209K
$21.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
13.2K+ 27.21% |
$1.35M - $1.37M
|
61.7K
$6.35M
|
|
|
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
$6.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
11.2K+ 4.06% |
$1.15M - $1.17M
|
288K
$29.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
10.8K+ 2.75% |
$1.1M - $1.12M
|
402K
$41.4M
|
|
|
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
$1.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
9.4K+ 64.64% |
$963K - $977K
|
23.9K
$2.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.16K+ 68.1% |
$938K - $951K
|
22.6K
$2.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.06K+ 8.25% |
$927K - $941K
|
119K
$12.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9K+ 3.51% |
$921K - $934K
|
265K
$27.3M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
8.74K+ 6.01% |
$894K - $907K
|
154K
$15.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.59K+ 14.26% |
$880K - $893K
|
68.9K
$7.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.35KNew |
$855K - $867K
|
8.35K
$860K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
8.11K+ 9.44% |
$831K - $843K
|
94K
$9.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
8KNew |
$820K - $831K
|
8K
$825K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.72K+ 13.03% |
$790K - $802K
|
66.9K
$6.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
7.7K+ 271.46% |
$789K - $800K
|
10.5K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7.59K+ 14.45% |
$777K - $788K
|
60.1K
$6.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
7.56K+ 59.58% |
$775K - $786K
|
20.3K
$2.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.49KNew |
$767K - $778K
|
7.49K
$772K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
7.44KNew |
$762K - $773K
|
7.44K
$767K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
7.14K+ 6.9% |
$731K - $741K
|
111K
$11.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
6.61K+ 11.08% |
$676K - $686K
|
66.3K
$6.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
6.58K+ 9.43% |
$674K - $684K
|
76.4K
$7.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.53KNew |
$668K - $678K
|
6.53K
$673K
|
|
|
Nov 05, 2025
Q3 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
6.52K+ 48.2% |
$668K - $677K
|
20K
$2.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6.35K+ 8.88% |
$650K - $660K
|
77.9K
$8.02M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
6K+ 32.03% |
$614K - $623K
|
24.7K
$2.55M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.89KNew |
$604K - $612K
|
5.89K
$607K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.75K+ 22.23% |
$589K - $598K
|
31.6K
$3.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.72K+ 40.92% |
$586K - $594K
|
19.7K
$2.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5.72K+ 2734.93% |
$585K - $594K
|
5.93K
$611K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
5.68K+ 10.96% |
$582K - $590K
|
57.5K
$5.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
5.56K+ 8967.74% |
$569K - $578K
|
5.62K
$579K
|
|
|
Nov 10, 2025
Q3 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
5.21K+ 2.98% |
$533K - $541K
|
180K
$18.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
5.12K+ 69.4% |
$524K - $532K
|
12.5K
$1.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Burt Wealth Advisors
|
BUY
|
- |
5.06K+ 3.72% |
$518K - $526K
|
141K
$14.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.99K+ 21.76% |
$511K - $518K
|
27.9K
$2.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4.99K+ 7.7% |
$511K - $518K
|
69.8K
$7.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
4.91K+ 28.12% |
$503K - $510K
|
22.4K
$2.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.91K+ 63.99% |
$503K - $510K
|
12.6K
$1.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
4.87K+ 11.14% |
$498K - $506K
|
48.6K
$5M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
4.84K+ 0.58% |
$495K - $502K
|
842K
$86.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
4.81K+ 11.31% |
$493K - $500K
|
47.3K
$4.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.75K+ 8.9% |
$486K - $493K
|
58.1K
$5.99M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.69KNew |
$480K - $487K
|
4.69K
$483K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.65K+ 108.27% |
$476K - $483K
|
8.94K
$921K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.59K+ 2.55% |
$470K - $477K
|
185K
$19M
|